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Wealth and Asset Management

06/06/2024

JM Finn targets ‘disenfranchised’ wealth managers after record year

Business is booming at the wealth firm and it believes the time is ripe to poach teams disaffected by the consolidation sweeping through the sector.

06/06/2024

UHNWIs Increasingly Prefer Family Offices Over Wealth Managers

Family offices, however, are much freer in those kinds of respects

06/05/2024

HSBC to Add Three Wealth Centers in Singapore

The centers will serve clients across the full wealth spectrum from the mass market to ultra-high net worth individuals.

06/05/2024

Quilter advice network welcomes four new AR firms

The firm is based in Northamptonshire and provides financial planning to both corporate and private clients.

06/05/2024

Succession Wealth moves into UHNW space with acquisition of London Wall Partners

This acquisition significantly enhances our independent financial advice offering

06/05/2024

FNZ losses grow but Durham insists it will return to profit in 2025

In its accounts for the year ending 2023, the business posted a loss of $550.2m, up from $318.2m in 2022.

06/05/2024

Worcester-based financial management firm acquired by MPA

This final acquisition comes as outgoing SWP Partner Gary Cowley commences his retirement, having sold his remaining 50% stake in the business to MPA.

06/04/2024

CREDIT AGRICOLE SA: Indosuez Wealth Management, a subsidiary of Crédit Agricole S.A., finalises the acquisition of Degroof Petercam

It strengthens Crédit Agricole's presence in Belgium and will generate significant synergies with its various business lines.

06/04/2024

Flossbach von Storch collaborates with major French bank

The cooperation will also include other services, such as fund accounting.

06/04/2024

Brookfield Asset Management mulls Tritax Eurobox takeover

Investing across Europe, Tritax Eurobox manages properties in Spain, Belgium and Germany.

06/04/2024

A positive month for investors as wealth managers remain unfazed by election year

Equity sector positioning was key with technology outperforming while property, energy and oil stocks all disappointed.

06/04/2024

Triple Recognition for Crestbridge Family Office Services in NextGen Leaders List

Those recognised in the list are judged on a number of factors

06/03/2024

UBS completes merger of UBS AG and Credit Suisse AG

The merger facilitates the migration of clients and operations from Credit Suisse to integrated UBS platforms over time, following business, client- and product-specific requirements.

06/03/2024

Canaccord Genuity Group Inc. through its Wealth Management business in the UK announces acquisition of Cantab Asset Management Ltd.

Upon completion of the acquisition, investment professionals and support staff of Cantab will continue in their existing roles and will be fully supported in directly managing their client relationships.

06/03/2024

WH Ireland to sell capital markets business to Zeus for up to £5m

The consideration for the deal comprises an initial cash payment of £1 payable on completion and up to £4,999,999 of deferred consideration to be paid in cash within 30 days of the first anniversary of completion.

06/03/2024

Coller Capital appoints Boris Maeder as Head of International Private Wealth Distribution and opens office in Switzerland

This new office underscores Coller’s commitment to working closely with clients and intermediaries to facilitate access to institutional quality secondaries investments to meet increasing demand from private wealth investors.

06/03/2024

Prosper Shows Demand for New Way in Wealth Management and Kicks Off Crowdfund as St James's Place Faces FTSE Exit

Prosper is raising a further crowdfunding to add to its recent angel and Andreesen Horowitz raise adding to the total invested capital of £4m.

06/03/2024

Bantleon acquires majority stake in a convertible bond specialist

The long-established minority shareholders remain on board and retain their 38% stake.

05/31/2024

Helvetia (CH) Swiss Property Fund: planned listing on SIX Swiss Exchange on 25 June 2024 and pleasing half-year results

SIX Swiss Exchange has approved the application to list the Helvetia (CH) Swiss Property Fund on SIX Swiss Exchange on 25 June 2024, subject to the pending amendment to the fund agreement opening the fund to non-qualified investors.

05/31/2024

Wealth managers struggle with FCA compliance as deadline looms

The main reasons for this investment are to deliver better client service, understand a wider range of asset classes, improve investment advice, and reduce costs.

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