07/06/2021
Erik Penser selects Macrobond to boost wealth management offering
Macrobond’s integrated analytical tools enable customers worldwide to find, analyse and visualise relevant data.
Wealth and Asset Management
07/06/2021
Acquisitive wealth managers see revenue rise despite economic uncertainties
Looking ahead the board remains positive about the Group’s prospects with the chief executive highlighting that they’ve seen “positive momentum continue to build, with greater client activity”.
07/06/2021
Family Offices Transfer Wealth, Rebalance Portfolios and Embrace Technology During Covid-19 Pandemic
The author of The Complete Family Office Handbook said wealth education for families has evolved during the pandemic.
07/06/2021
Global Investment Research House Launches Fund Manager Search Engine as Part of UK Rollout
The Vadevalor fund manager search engine and ratings system is easy to use and to understand, and has been as warmly received by UK managers and professional investors as it was when we launched the platform in Spain.
07/05/2021
Fairway Group’s Marketing team recognised for third year in a row
The Citywealth BMR Awards highlight the best brands in the private wealth industry
07/05/2021
Top Award for Crestbridge at Brand Management and Reputation Awards
She was announced as the winner in the Career Achievement category at a ceremony hosted in London on the 22nd of June.
07/05/2021
ZEDRA sees record new client inflows and revenue growth in the UK
Following its acquisition of Inside Pensions, ZEDRA shares its latest press release on UK growth.
07/05/2021
More of the Same - Unfortunately
The lack of agreement at the OPEC+ meetings may lay the ground for further upside on the oil price, more upward pressure on headline inflation, and possibly some better performance from the equity oil sector.
07/05/2021
Standard Life Aberdeen completes name change to Abrdn
The Company’s client-led growth strategy is backed by a simplified structure focused on three core growth vectors; Investments, Adviser and Personal.
07/05/2021
Team acquires wealth manager JCAP
JCAP provides a range of cash management services to institutions, professional advisers, trustees and high net worth individuals
07/02/2021
Suntera Granted Fund Administration Licence in Jersey
The new licence complements the group’s existing fund administration capabilities
07/02/2021
Mattioli Woods completes private equity firm buyout
Wealth manager buys PE business
07/02/2021
Chase de Vere reports 2.5% profit increase in pandemic year
Chase de Vere said it did not furlough any of its employees during the pandemic and its sole focus was on the wellbeing of its clients and its employees.
07/02/2021
Raymond James opens Cheshire office for Investec duo
Audrey McKinstry and John Simpson worked together at Investec W&I for over two decades.
07/02/2021
Carey Olsen shortlisted for three STEP Private Client Awards
The awards, which are widely recognised as the most prestigious in the private client and wealth management industry, look to highlight excellence among private client lawyers, accountants, barristers, bankers, trust managers and financial advisers.
07/01/2021
What does the future hold for the Irish wealth market?
High net worth investors are demanding a wider choice of products and more transparent costs and charges
07/01/2021
New Report Reveals Global UHNW Population Grew 1.7% in 2020 Despite Covid-19 Disruption
Wealth-X Launches the Ninth Edition of the “World Ultra Wealth Report”
07/01/2021
Legal merger of Van Lanschot Kempen NV and Van Lanschot Kempen Wealth Management NV completed
The legal merger was approved by Van Lanschot Kempen’s shareholders at the AGM of 27 May 2021.
07/01/2021
Fairstone acquires Belfast-based adviser
The deal brings an additional 1,500 clients into the group together with ASM’s six advisers and nine support staff.
07/01/2021
UBP Makes Second Acquisition in a Week
The transaction, which is an asset deal, is subject to the approval of the relevant regulatory bodies and is expected to be completed in the fourth quarter of 2021.