11/03/2023
A ‘global approach’ to wealth advice highlighted at Guernsey private wealth conference
To combat any issues stemming from this, he recommended wealth holders “surround themselves with advisers that are able to give them a global approach.
Wealth and Asset Management
11/03/2023
UK wealth manager makes fifth acquisition with plans to make more
As it aims to reach £3bn in funds under management by April 2033
11/03/2023
UBS is under pressure when it comes to costs
When it comes to the results for the third quarter of 2023, the waves are likely to be less high.
11/03/2023
Brookfield raises $6bn for infrastructure debt fund
Fund has already deployed over 50% of its commitments and attracted pension funds and family office investors.
11/03/2023
Charles Stanley Direct launches new cash savings platform
Many large banks have typically been slow to pass on rate rises to savers and haven’t been doing so in full.
11/03/2023
Liontrust and Ashmore feel the squeeze as volatility rocks London’s asset managers
The bank has slashed its outlook for the amount of cash under management across the broad money management and retail investment sector by an average of 15 per cent from the full year figure last year.
11/03/2023
Evelyn Partners expands into Tunbridge Wells with the acquisition of Creaseys Group Limited
Evelyn Partners, the leading wealth management and professional services group, is pleased to announce that it has acquired Creaseys Group Limited (‘Creaseys’), a firm of accountants and tax specialists who are based in Tunbridge Wells, Kent.
11/02/2023
8th Annual Private Banking & Wealth Management Switzerland Awards Nominees announced
The awards are back in Switzerland but who will come away with the big prizes?
11/02/2023
Economic challenges make financial partners crucial to successful growth
The current economic climate presents challenges and opportunities for entrepreneurs, underlining the importance of a holistic and intelligent financial partnership, writes Franklin Asante, Head of Entrepreneurs at Coutts.
11/02/2023
SIX and Swiss National Bank launch pilot project to issue wholesale CBDCs in Switzerland
Switzerland, the world's leading location for financial innovation, is taking a significant step forward with the collaboration of financial players to develop the digital financial markets of the future.
11/02/2023
Fairstone expands operations into three areas with adviser deals
The deal boosts Fairstone’s existing presence in Wales to five offices and adds a fourth office to the firm’s growing footprint in the South West.
11/02/2023
Courtiers buys Norwich investment manager and eyes further deals
Wealth firm acquires Brunswick Investment Management, bringing its total funds under management to £1.1bn.
11/02/2023
Schroders launches two sustainability-focused equity funds
One of the funds - Schroder ISF Circular Economy- will focus on global investments in companies contributing to the transition to a circular economy.
11/02/2023
MM Meets… FNZ’s Alastair Conway: ‘I’ve got the best of both worlds’
The UK, Middle East and Africa CEO is relishing his main task of furthering FNZ’s mission of ‘opening up wealth’
11/01/2023
Calton Wealth makes first acquisition in ‘key step’ for growth plans
Founder and managing director Ian Morrison will join Calton as an employed adviser from today (1 November).
11/01/2023
Why St James’s Place and Britain’s troubled wealth managers could be a savvy bet for investors
The UK’s biggest wealth manager St James’s Place has seen its value fall by more than 42 per cent this year, while rival Quilter has fallen by more than 15 per cent.
11/01/2023
New Swiss Custody Bank on the Horizon
For years, the market has been firmly under the aegis of a number of established providers.
11/01/2023
Quilter Investors Cirilium range adds new value and infrastructure funds
The global economy has continued on a trajectory that implies a ‘soft landing’ or ‘muddle through’ environment.
11/01/2023
Lumin Wealth acquires BW Financial Consultants
This partnership will enable us to leverage their extensive resources and technology, allowing us to enhance our service offerings.
11/01/2023
Ex-RBC Wealth Management duo launch advice firm for HNWIs
Six Degrees has been founded by Katherine Waller and Ollie Saiman, who have more 40 years of combined experience, including more than a decade at RBC.