05/30/2022
TWP’s current management team and staff will spearhead Irwin Mitchell’s wealth management arm and join forces with IM Asset Management which currently provides a full suite of financial planning and investment management services.
05/30/2022
Celebrated in Zurich, the event recognizes pioneering achievements by banks and service providers in the wealth management sector
05/30/2022
They would be responsible for managing multi-asset asset management mandates with single stocks and/or with diversified investment products.
05/30/2022
After a stint as CEO of Australian financial services conglomerate AMP, he returned in January at CEO Thomas Gottstein’s request to build a global wealth management franchise.
05/26/2022
Schroders subsidiary buys UK financial advice firm
This acquisition establishes a presence for Benchmark in Northern Ireland and will add over £120 million to the existing £2.1 billion of client assets in Benchmark’s national advice business.
05/26/2022
The oldest private bankers firm in Andorra, Andbank, will link its Israel-based asset management firm Sigma Investment House with Tel Aviv-based Clarity Capital Group.
05/26/2022
The acquisition will expand Irwin Mitchell's wealth management team as it seeks to expand its range of wealth services available to clients.
05/26/2022
HSBC won for Outstanding International Player in Switzerland, Societe Generale was rewarded for Sustainable and Ethical Investment, and BNP Paribas won for Diversity and Inclusion.
05/26/2022
When it comes to managing money, good relationships are vital. Here, two of Charles Stanley’s Investment Managers explain the importance of their dealings with Independent Financial Advisers.
05/25/2022
75% of IFAs report increase in number of clients asking for sustainable investment options
05/24/2022
Credit Suisse Private Banking Looks East
Credit Suisse hired the advisors to attract and service family offices, entrepreneurs, and ultra-high net worth individuals (UHNWIs), those with at least $30 million of investible assets.
05/24/2022
Schroders announced as a Founding Partner of Progress Together
The new body was launched by Lord Mayor of London Vincent Keaveny and the Economic Secretary to the Treasury, Minister John Glen at Mansion House in London.
05/24/2022
Financial markets are not about to return to the normality of past years, says Norman Villamin, CIO Wealth Management, to finews.ch.
05/24/2022
7IM’s revenue and AUM rose in 2021 after it acquired Findawealthmanager.com and London-based financial planning firm Partners Wealth Management in October 2020.
05/23/2022
White Paper: The Future of Fund Management
The race for differentiation: How fund managers are changing the range of the products they offer and the way they provide them, to meet rising investor appetites for new asset classes, differentiate their brands and protect their margins
05/23/2022
HSBC Executive Suspended Over Climate Change Comments
Unsubstantiated, shrill, partisan, self-serving, apocalyptic warnings are ALWAYS wrong, Kirk wrote in one of the presentation slides at the event.
05/23/2022
These findings are highlighted in the sixth Annual Salary Guide into Scotland’s financial service sector from Core-Asset Consulting.
05/23/2022
The acquisition saw Rathbones’ in-house financial planner numbers increase from 25 to 80
05/23/2022
Brooks Macdonald buys Warwickshire-based IFA
The acquisition will be funded through existing financial resources and will be paid in two tranches, with an element of the consideration linked to a three year growth target.
05/23/2022
The growth is such that the total wealth of billionaires all over the world is now equivalent to 13.9% of global GDP