06/05/2024
Succession Wealth moves into UHNW space with acquisition of London Wall Partners
This acquisition significantly enhances our independent financial advice offering
Wealth and Asset Management
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.
05/30/2024
Cazenove Capital wins Magic Circle Impact/ESG Manager of the Year Award
Award winners are selected by a panel of experienced industry professionals as well as votes from industry peers.
05/30/2024
Impax Asset Management Group plc Interim results to 31 March 2024
Business showed its resilience with an increase in net number of institutional accounts; £2.7 billion of net outflows came largely from wholesale channel in Europe
05/30/2024
Wealth Dynamix and Oxford Risk forge strategic partnership to revolutionise client engagement with behavioural science
Together, Wealth Dynamix and Oxford Risk are committed to reshaping the future of wealth management by placing the client at the centre of the experience.
05/30/2024
Oddo BHF Eyes Family Offices in Switzerland
The oldest bank in Romandy has long been integrated into Oddo BHF