12/05/2022
Edinburgh wealth management firm’s latest acquisition takes growth to the Highlands
As part of the deal, the legal firm’s Directors will take on a minority stake in Edinburgh-headquartered Tweed Wealth Management.
Wealth and Asset Management
12/05/2022
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.
12/05/2022
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.
12/05/2022
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
12/05/2022
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.
12/05/2022
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.
12/05/2022
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.
12/05/2022
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.
12/02/2022
SJP partner firm makes fifth acquisition
The deal will see the directors of Macleod & MacCallum WM take a minority stake in Tweed
12/01/2022
Just 26% of advisers have wealth transfer strategy
Next-gen clients being ignored as IFAs focus on older, wealthier investors
12/01/2022
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.
12/01/2022
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.
12/01/2022
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.
12/01/2022
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.
12/01/2022
Kingswood acquires Cheshire-based adviser in £12m deal
AUM stands at more than £8.5bn across UK & Ireland
12/01/2022
AJ Bell profits tick up as it stores £520k to cover tax dispute
AJ Bell profits tick up as it stores £520k to cover tax dispute
12/01/2022
Abrdn makes FTSE 100 comeback
The asset manager joins specialist insurer Beazley and engineering firm Weir in the quarterly reshuffle.
12/01/2022
JM Finn Investment Manager is named in Citywealth Future Leaders Awards
Laura Langton wins silver at the Future Leaders Awards
12/01/2022
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.
12/01/2022
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.