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Canaccord Wealth UK CEO pauses major acquisitions

In an exclusive interview with Citywire Wealth Manager, the firm’s chief executive David Esfandi said the firm had no plans to make major buys in the immediate future.

EQ Investors moves towards £2bn as new CEOs take charge

The wealth firm's AUM jumped by 21% in its latest annual update, as its new CEOs gear up to lead the business through the next stage of its growth.

Redemption of UBS Group AG additional tier 1 instrument

UBS announced its intention to redeem the total outstanding USD 2.0bn additional tier 1 instrument on 31 January 2023

Rosewood Wealth Management receives prestigious industry recognition

Having undergone a recent certification audit, Rosewood has been accredited with ISO 9001 evidencing their commitment to a quality management system along with ISO 14001 demonstrating commitment to reducing their impact on the environment.

Julius Baer renews partnership with Formula E

Bank Julius Baer has announced a multiyear extension of its collaboration with the ABB FIA Formula E World Championship until Season 12 in 2026.

Quilter seeds Neuberger alternatives fund for Cirilium Blend range

REVEALED: Quilter Investors had provided seed capital for a Neuberger Berman absolute return fund which will be included in its Cirilium Blend range.

Stonehage Fleming pays £9.9m to shareholders as profits rise 16%

It came as revenue at the family office jumped 17% in the year ended in March 2022 to £52.7m, up from the £45.1m same period in the prior year.

SJP partner firm makes fifth acquisition

The deal will see the directors of Macleod & MacCallum WM take a minority stake in Tweed

Just 26% of advisers have wealth transfer strategy

Next-gen clients being ignored as IFAs focus on older, wealthier investors

UBS invests in communications compliance platform Shield

The firm will use the new funding to grow in its existing markets and push into new ones, including the US.

Handelsbanken finalises sale of the operations in Denmark

The transferred assets primarily consist of loans to private and corporate customers, amounting to SEK 105 billion as at 31 October 2022.

Investec: Three possible wealth winners from FCA shake-up

The broker has suggested Hargreaves Lansdown, Quilter and Brooks Macdonald could be among the long term winners from the FCA's advice shake-up.

Credit Suisse: «When There's Blood in the Water, the Sharks Appear»

One market participant said the management team's statements following the meeting were too vague and not positive enough.

Kingswood acquires Cheshire-based adviser in £12m deal

AUM stands at more than £8.5bn across UK & Ireland

AJ Bell profits tick up as it stores £520k to cover tax dispute

Abrdn makes FTSE 100 comeback

The asset manager joins specialist insurer Beazley and engineering firm Weir in the quarterly reshuffle.

JM Finn Investment Manager is named in Citywealth Future Leaders Awards

Laura Langton wins silver at the Future Leaders Awards

Edinburgh financial advisory firm bolsters Highlands presence with wealth management takeover

A fast-expanding Edinburgh firm of financial advisers has acquired the wealth management arm of Inverness-headquartered legal firm Macleod & MacCallum.

Janus Henderson expands sales in French-speaking Switzerland

According to the announcement, Fedor Plambeck , Director of Sales Switzerland, still sees enormous potential for long-term growth in Switzerland.

Kingswood targets UK-like acquisition spree in Ireland

But firm ‘not actively thinking about’ passporting opportunities across the EU

Wealth and Asset Management