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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.

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.

Martin Gilbert's AssetCo acquires 30% stake in Bristol fund manager for £27.8 million

Gordon Neilly will join the board at Parmenion following the conclusion of the deal with Preservation Capital Partners

Wealth manager falls into administration after FCA restrictions

The FCA previously said it had been “working with Dolfin while it took steps to try and address these concerns

ESG Spotlight: What are the Major Challenges Facing Senior Leaders?

One of the key challenges identified was integrating ESG into the investment management framework and then monitoring this.

Mattioli Woods completes Maven acquisition in deal worth up to £100m

The private equity firm – now with 10 offices throughout the UK – was launched in 2009 after a buyout of Aberdeen Asset Management (AAM)’s private equity business.

“A comfortable winner” – More recognition for responsible Investing at Coutts

We win two sustainable investing awards for our work tackling climate change and helping clients build a better future – hot on the heels of a similar accolade last month

WM opens in Geneva with CS veteran

The company’s founder is Ali Jamal

IQ-EQ takes home three awards

The Citywealth Brand Management & Reputation Awards shines a spotlight on the corporate brands who are pioneering in the wealth management industry.

Crestbridge picks up ePrivateClient Excellence Award

Crestbridge was named ‘Best Independent Private Client Trust Company’ at the Awards, with judges noting in particular “an impressive increase in revenue”, with 97 new starters and 60 promotions throughout the year, as well as &

HSBC expands local International Wealth Hub with additional wealth advisors

The aim was to create around 30 new roles and enhance our range of wealth solutions and services.

Four in five wealth managers struggle to meet client demand for private markets due to regulatory challenges

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.

AFH Financial Group acquisition completes

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.

Vontobel Speeds Up Purchase of UK Asset Manager

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.

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.

UBP to acquire Geneva private bank

The onboarding of Millennium Banque Privée’s teams will contribute to broadening UBP’s footprint in selected countries

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.

Sinara Group extends international coverage through Cyprus-registered holding company

Sinara Financial will offer investment management

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.

Record partners with UBS unit to launch sustainable finance fund

Record shares were trading 2.6% higher in London

Wealth and Asset Management