01/17/2022

Succession Wealth adds £1.4bn AUM with IFA purchase

“This has been a busy period of corporate activity, but our strategy remains focused jointly on continued organic growth and strategic acquisitions only where we believe they add value to both parties.”

01/14/2022

Highvern announces acquisition

The acquisition, completion of which is subject to regulatory approval, will expand Highvern’s offering across the Channel Islands and signals a strong commitment to and investment in the Guernsey marketplace.

01/13/2022

Wealth Management: The digital shift

Deloitte's recent study in conjunction with ESI ThoughtLab – Wealth and Asset Management 4.0 – show that 40% of clients now say digital access has greater importance in decision making.

01/10/2022

Barclays to restructure Wealth and Private Bank arms

He said of his move: "In the coming years, the growth of crypto-financial services will continue to accelerate in Europe and globally. We anticipate key shifts in regulation, client expectations, and technology.