04/13/2022
Forrester outlines a future-fit vision for digital transformation
Sometimes a new platform can widen the gaps between legacy systems and customers’ needs.
Wealth and Asset Management
04/13/2022
St James’s Place partner firms merge
Owner of one of the businesses to retire after the deal
04/12/2022
Sir Martin Sorrell on his life, career and the future of the global advertising industry
Previously Sir Martin was Founder and CEO of WPP for 33 years, building it from a £1m 'shell' business in 1985 into the world's largest advertising and marketing services company.
04/12/2022
Liontrust suffers £432mn outflows after losing mandate
The outflows are in comparison with net inflows of £958mn in the same period last year.
04/12/2022
Geneva WM partners with private equity fintech
The wealth manager’s clients will gain access to investment opportunities traditionally reserved for institutional clients.
04/11/2022
Julius Baer Private Banker Relocates to Lugano
Martinelli will focus on leading a new team for business acquisition and business development in the international clientele area.
04/11/2022
Turning Japanese
“Money talks – and mine said ‘goodbye !’” - Anonymous.
04/11/2022
MHA MacIntyre Hudson takes majority stake in Cave & Sons to strengthen private wealth management offering
MHA Caves Wealth will continue to serve all of its existing clients while forming a core part of MHA MacIntyre Hudson’s comprehensive private wealth offering.
04/11/2022
Financial Times’ Private Wealth Management Magazine Shines Spotlight on Due Diligence in Citizenship by Investment Countries: CS Global Partners
More and more savvy investors, entrepreneurs and families are looking for legitimate ways to protect and grow their wealth and investments amid rising uncertainty throughout the world.
04/11/2022
Société Générale exits Russia and sells Rosbank stake
The transaction will close in the coming weeks, with the Rosbank stake sold to Interros Capital.
04/11/2022
Smith & Williamson International completes acquisition of 7IM Jersey Branch assets
7IM will continue to provide services to its Platform clients in Jersey. Grant Hamilton, Director at 7IM Jersey, will join Smith & Williamson International’s office in St. Helier, Jersey.
04/11/2022
Schroders completes acquisition of majority shareholding in Greencoat Capital
Schroders is today announcing that it has completed the acquisition of a 75% shareholding in Greencoat Capital, one of Europe’s largest investment managers dedicated to the high-growth renewable infrastructure market.
04/11/2022
This bank is selling its Russian subsidiary to an oligarch
With the sale, however, much greater risks will probably disappear from the balance sheet. In any case, the news of the exit from the Russian business caused the SocGen shares to jump by up to 8 percent at times.
04/11/2022
Ravenscroft investment manager recognised in Citywire Top 30 Under 30
Now in its twelfth year, the Top 30 Under 30 showcases the best young talent from across the UK and those who are making their mark in the investment world.
04/08/2022
Credit Suisse publishes restated historical financial information reflecting new divisional reporting structure
In addition, Credit Suisse will be providing regional reporting for certain metrics.
04/08/2022
Justin Oliver promoted to Chief Investment Officer of Canaccord Genuity Funds.
An investments company with a major site in Blackpool has made a new senior appointment.
04/08/2022
Mattioli Woods chief offloads £1.2mn of shares
Mattioli Woods chief exec makes his third share sell this year
04/08/2022
What this private banking chief really looks for in new hires
‘This job, at its heart, is about trust’. David Durlacher believes the pandemic has reshaped relationships but some skills persist.
04/07/2022
Merit Financial Advisors continues acquisition spree with double deals
This transition will allow our team to centralise select operations, deliver economies of scale and provide more time for my team to personally connect with clients and prospects.
04/07/2022
Coutts and NatWest launch accelerator for gaming and social media entrepreneurs
The programme will be delivered in partnership with the NatWest Accelerator which is rated by Beauhurst as the top UK Accelerator by size and growth and formally endorsed by the ScaleUp Institute.