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.
Wealth and Asset Management
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.
07/06/2022
Financial adviser Navigation Wealth Management acquires BRC as it continues to grow East Yorkshire operation
Financial advisers Navigation Wealth Management has acquired BRC Wealth Management, as part of the firm’s continued growth of its East Yorkshire operation.
07/05/2022
Carey Olsen advises Morningstar in purchase of Praemium's UK and international business
The deal, first announced in December last year, has now completed after gaining the necessary regulatory approvals and sees Morningstar acquire 100% of Praemium's operations in the United Kingdom, Jersey, Hong Kong SAR and Dubai.
07/05/2022
Two from IQ-EQ shortlisted for 2022 Citywealth Future Leaders Awards
The Future Leaders Awards champion the rising stars of the private wealth sector aged under 40, who not only excel at their work and display strong leadership potential but are also making a positive difference to society.
07/05/2022
M&G goes on recruitment drive to double adviser numbers
The business is also on the lookout for experienced advisers who have their own client banks.
07/05/2022
UBS sublets London office ‘grey space’ as more staff work from home
Swiss bank has allowed two-thirds of 73,000 global employees to work flexibly permanently
07/04/2022
IBS Intelligence awards Objectway #1 for Private Banking and Wealth Management deals
Objectway also got a very favorable place in the SLT Leaderboard for Private Banking & Wealth Management, a reflection of the company’s offering performance and scalability on a global scale.
07/04/2022
Private markets firm opens Swiss office to target wealth managers
Steffen Pauls said that having a physical presence in Zurich will help Moonfare build partnerships with wealth management firms in the region.
07/04/2022
LGT presses ahead with commitment to sustainability and joins three global initiatives
By becoming a member of three global bodies committed to climate, society and the environment, LGT Private Banking now takes another important step in its sustainability strategy.
07/04/2022
AutoRek wins ‘Best CASS Solution’ Award at Goodacre’s Systems in the City FinTech Awards 2022
The Awards provide an important point of reference for user firms assessing the suitability of their operational infrastructure.
07/04/2022
Titan Wealth adds £180mn to AUM with DFM purchase
The acquisition brings Titan Wealth’s total AUM to £5.2bn.