01/09/2023
Kingswood completes £6.2m deal to buy Planner firm
The deal was announced in mid-December and has just received regulatory approval.
Wealth and Asset Management
01/06/2023
Asset manager opens Swiss office for ex-Robeco team
The office in Zurich hosts six staff, including a five-person sustainable thematic equity team, all of whom had already joined from Robeco, and a data manager.
01/06/2023
Invesco shuts EM bond fund as assets dwindle
The firm said the Global Emerging Markets Bond fund was ‘no longer economically viable’ and will be closed at the end January.
01/06/2023
Janus Henderson revamps management teams amid cost-savings plan
Programme designed to save millions in ‘cost efficiencies’ results in the departure of several portfolio managers.
01/06/2023
Wealth Management – 2023 Outlook
As some 12% of Advisers look to exit or sell their businesses, acquisitions will continue to play a key part in the succession planning for many advice firms.
01/05/2023
BlackRock Halts Withdrawals From £3.5 Billion UK Property Fund
The world’s largest asset manager told clients in the BlackRock UK Property Fund in the past few days that it will defer redemption requests made at the end of September 2022.
01/05/2023
Revenue boost for ‘resilient’ Mattioli Woods
Assets under management fell by 4% to £4.9bn over the period, but the company’s outlook for the current financial year remains in line with expectations.
01/05/2023
2022-Well i’m Glad that’s Over!
The market view on the global economy has improved in the fourth quarter, even though it may be fragile.
01/04/2023
Private banking in 2023: how will the sector change over the next year?
These trends are investors becoming more conservative, profit superseding the notion of growth at any cost, reduced liquidity and down rounds.
01/04/2023
Wealth consolidator buys UK advice firm
Deal adds £700m in assets under management
01/04/2023
Alvarium Investments finally completes $60bn Tiedemann merger
London-based multi-family office Alvarium Investments has sealed its merger with Tiedemann Advisors, which is headquartered in New York, after the initial deadline was missed.
01/04/2023
Alexandre de Rothschild is flirting with acquisitions in Switzerland
The 42-year-old scion of the famous banking dynasty explained that growth in this country should primarily be organic.
01/03/2023
RBC Brewin Dolphin’s 2023 investment outlook: a year of recession, inflation peaks, and bond returns
The impact of the fastest US rate hiking cycle in history will reverberate more visibly in the economy in 2023.
01/03/2023
Kempen Capital Management continues as Van Lanschot Kempen Investment Management, reflecting the combined strengths of our group
KCM has been part of the Van Lanschot family since 2006.
01/03/2023
Titan Wealth buys Northamptonshire IFA
The group has assets under administration of £750mn, and provides both financial advice and a range of model portfolios for its clients.
01/03/2023
EFG CEO Giorgio Pradelli keeps trust in the CRO model
EFG International's growth has come from sticking to its entrepreneurial roots and a model that relies on nurturing personal relationships, its chief executive tells Citywire Asia.
01/03/2023
10-years of Canaccord
As part of the celebrations, staff who have worked for the company for the last ten years and beyond were asked what working for the business has meant to them.
12/30/2022
Wealth Management Firm Chase Buchanan Reflects Back On Positive Year in 2022
The latest new locations and team expansion from Wealth Management company Chase Buchanan indicates that global expats are increasingly looking for confidence, experience and results.
12/30/2022
This is how the merged Sparkasse Hellweg-Lippe is positioning itself in private banking
The institute, which was created from the Sparkasse Lippstadt and Soest-Werl, is also gearing up for a common future in private banking.
12/30/2022
Wealth managers grapple with one of their worst years in a century
Inflation presents a challenge to preserving wealth in real terms that has not been faced in decades