06/30/2021
As private market investments generate increasing interest from HNW individuals, wealth managers need to consider that these clients are likely to operate from several international locations.
06/30/2021
There is a strong strategic and cultural fit for all stakeholders and we are confident that our partnership will enable us to service growing client needs and grow market share, reflecting our strong track record of increasing shareholder value.
06/30/2021
Since Vontobel bought into it in 2015 TwentyFour’s assets under management have grown to 24.2 billion francs ($26.3 billion) from 6.4 billion.
06/29/2021
G+E Wealth Management acquires Yorkshire wealth management firm
The acquisition was supported by leading alternative finance provider to mid-sized SMEs, ThinCats, led by Ben Kimball.
06/29/2021
UBP to acquire Geneva private bank
The onboarding of Millennium Banque Privée’s teams will contribute to broadening UBP’s footprint in selected countries
06/29/2021
Fairstone Partner with James Ryan Thornhill Under its DBO Programme
The deal brings more than 1,000 clients, five advisers and eight support staff to the wider business as well as gross annual fee income of around £1.2 million and funds under management of over £160m.
06/29/2021
Sinara Group extends international coverage through Cyprus-registered holding company
Sinara Financial will offer investment management
06/29/2021
PraxisIFM puts ESG at the top of its business agenda
The Environmental Business Operations Framework is an international benchmark and serves as an environmental management system to measure, manage and minimise an organisation’s environmental impact.
06/29/2021
Record partners with UBS unit to launch sustainable finance fund
Record shares were trading 2.6% higher in London
06/28/2021
JTC Wins In Private Client Excellence Awards
The company’s commitment to becoming carbon neutral by the end of the year was also commended along with its charitable initiatives.
06/28/2021
Gilbert’s AssetCo collects £30.9m to spend on M&A strategy
The litigation award stemmed from a Court of Appeal ruling against accountancy firm Grant Thornton after it was held liable for negligence when it failed to expose a fraud at AssetCo.
06/28/2021
HSBC sole European bank in global top ten listing for tenth year running
HSBC is the only European bank in the global top ten list for the tenth year running, according to the latest rankings from The Banker.
06/28/2021
Wealth Manager becomes first bank to automate ETF trading with Bloomberg Rule Builder
The strength of our solution is that it allows firms to deploy automation quickly and easily, by writing automation rules directly on the Bloomberg Terminal
06/28/2021
UK wealth manager open to M&A talks with advice firms globally
It is already ‘in exclusive due diligence on two potential deals in two international markets’
06/28/2021
How Raymond James is offering its radical employee plan
Extensive due diligence is carried out on every company that wishes to join Raymond James under any one of the four options available.
06/28/2021
Digital Mindset Moves into Mainstream
Some wealth firms were slow to embrace technology, but a combination of the Covid pandemic and regulation have ensured digital is now top of the private banking agenda
06/28/2021
Credit Suisse Takeover Fears Can Be a Good Thing
A deal would impose much-needed cultural change on the Swiss bank.
06/28/2021
Citywire A-rated Thomas Smith's Liontrust European Opportunities fund has been merged into the Liontrust European Growth fund.
06/28/2021
This marks the third time Lombard Odier has won an award.
06/28/2021
EY enjoyed a double scoop, also picking up the M&A Advisor award, while the Big Four giant received a highly commended score in the Wealth Management Thought Leadership category, behind winner BNP Paribas.