07/11/2022
The UK’s new wealth management landscape
The deal is the largest in a wave of consolidation that has swept through the UK’s wealth management industry.
Wealth and Asset Management
07/11/2022
UBS Weighs Elevating Iqbal Khan to Sole Wealth Management Head
After surpassing the $3 trillion mark in assets under management, the Swiss lender under Hamers is counting on greater use of digital technology to boost cost savings and increase business with the world’s wealthy.
07/08/2022
Average UK wealth increases 59%
Those in London have seen their wealth grow fastest.
07/08/2022
Evelyn Partners adds to Cambridge financial planning team
Catherine Glennon will join Evelyn Partner’s Cambridge office from Tees Financial, the Independent Financial Adviser arm of regional law firm Tees.
07/08/2022
GAM streamlines bond funds after strategic review
Swiss fund house to focus efforts on high conviction and high alpha products, Citywire has learned.
07/07/2022
Schroders announces continuation of its partnership with UK Platform Awards 2022
This year’s Award ceremony will be hosted by Kate Silverton
07/07/2022
Changes in consumption patterns: survival of the fittest
Secular trends encompass thematic opportunities with the potential to have a material effect on the world and financial landscapes with long-term and lasting consequences.
07/07/2022
Liontrust profits more than double despite tumbling flows
Profit before tax of £79m
07/07/2022
Mattioli Woods' revenue soars 70% after acquisitions
In May it completed the acquisition of Ferguson Financial Management, bringing in another £80mn of assets under advice.
07/07/2022
'Wealth illusion' vital for UK confidence
This is being driven by overall rental yields responding to the broader rises in gilt yields, as well as the very depressed levels of consumer confidence putting people off moving home.
07/07/2022
Brooks Macdonald cuts fees on Cornelian multi-asset range
The wealth firm has cut fees on its active and passive Cornelian multi-asset range.
07/07/2022
Lombard Odier Investment Managers launches New Food Systems strategy
Strategy is designed to capture the opportunities associated with the sustainability-driven transformation of Food Systems.
07/06/2022
BNP Paribas Asset Management adds to Consultant Relations team in UK
Catherine reports to Simon and will work closely with him in managing relationships with key consultants in order to obtain ratings for BNPP AM’s flagship strategies.
07/06/2022
US family office buys UK wealth firm
In a bid to expand its international presence
07/06/2022
Indosuez distinguished at the PWM Wealth Tech Awards 2022
This award recognises the digital strategy and innovation momentum built to meet the expectations of both clients and employees.
07/06/2022
The private banking industry found it harder to fill regtech vacancies in Q2 2022
We've analysed the length of time job ads were live online across the job market using GlobalData figures
07/06/2022
AssetCo scraps bonus scheme following disapproval from shareholders
Replacement scheme 'in due course'
07/06/2022
Blackstone to roll out private equity fund for Europe's wealthy
The alternatives giant has received authorisation to launch an open-ended perpetual private equity fund in Luxembourg, Citywire understands.
07/06/2022
Bonhôte hands Biel branch to ex-UBS private banker after hiring spree
Philippe Borner, who has managed the branch for around ten years, will gradually hand over this position to Tanner.
07/06/2022
‘We are way off meeting the SDGs’: LGT sees solutions in venture philanthropy
Karius thinks the UN Sustainable Development Goals provide an interesting systemic framework for improving our world, but complying with them will not be an easy task.