09/20/2021
Credit Suisse charges investors to prop up Greensill
Clients facing billions in losses are furious but Swiss bank cites need to keep collapsed company ticking over to recoup funds
Wealth and Asset Management
09/20/2021
ZEDRA opens office in Liechtenstein
The new office will enhance active wealth services to ZEDRA’s global clientele and presents growth opportunities in the country’s growing fintech sector.
09/20/2021
Frenkel Topping hits £1bn as wealth mandates jump 40%
Assets in the specialist wealth firm's discretionary business have passed £600m after a strong six months.
09/20/2021
Schroders wins Large Employer of the Year
Our focus in creating an inclusive culture at Schroders has been recognised at the prestigious FTAdviser Diversity in Finance Awards, winning ‘Larger Employer of the Year’ in a highly-competitive category.
09/20/2021
UK family office to merge with $20bn US advice firm
This comprehensive offering will be underscored by a commitment to impact or values-aligned investing and offer trusted advisory services to family-owned businesses as well as real asset direct and co-investment opportunities.
09/20/2021
Sanlam to Sell UK Wealth Businesses
This transaction is expected to complete during the first quarter of 2022.
09/20/2021
Fideuram Intesa Sanpaolo completes deal for Lux private bank
Italian group takes over company focused on Europe’s high-net-worth investor contingent and currently runs €7bn in assets.
09/17/2021
UK Business Update – September 2021
Selling a business can be a complex process, and for many business owners it will be a once in a lifetime experience.
09/17/2021
UK wealth manager Brooks Macdonald reports 20% rise in FuM
The company also said that the net flows were positive in H2 at the group level while UKIM discretionary business remained positive for the full year.
09/16/2021
Jersey Finance announce line-up for Private Wealth Conference in London
Jersey Finance has announced a range of expert speakers, who will discuss the issues driving private client decision making and the challenges facing the international wealth management community, at its Annual Private Wealth Conference later this month.
09/16/2021
ASHL grows to 400 advisers after network acquisitions
In 2020, revenue for the Sense and Lyncome networks was up 8 per cent to £42m, with profit after tax reaching £1.1m. Its assets under influence now sit at more than £5bn.
09/16/2021
Societe Generale Private Banking Launches First SRI-Labelled Discretionary Management Offer
This approach makes it possible to better assess certain risks (climate and health risks, etc.) and to identify the sources of opportunities represented by the challenges of sustainable development in the medium and long term (renewable energies, waste tr
09/15/2021
Private equity frenzy in wealth management catches UK regulator’s eye
The FCA has asked advisers to weigh in on the possible risks to investors from PE ownership of an increasingly large proportion of the market
09/15/2021
Charles Stanley targets ‘post-Google/pre-planning’ clients
DIYers who want to find out more but are hesitant about paying a fee for a full financial plan
09/15/2021
The Latest Estate and Succession Planning Trends in Europe
An individual’s ability to determine to whom their assets pass upon their death will depend upon the laws of the relevant jurisdictions and in turn, may have international estate tax implications.
09/13/2021
Tilney Smith & Williamson sets out 'statement of purpose'
To deliver its purpose, Tilney Smith & Williamson has set out three core values that it is committed to embedding in the culture of the business.
09/13/2021
The Omnichannel Experience - Creating Harmony Across Wealth Management
In a traditional framework, wealth managers spend a lot of time in document management, generating reports, setting up meetings, and collaborating.
09/13/2021
Coutts recognised by HRH The Princess Royal for training excellence
During one of the toughest times in history due to the pandemic, Coutts used training to address and adapt to changing business needs.
09/13/2021
Gilson Gray Financial acquires Dunblane rival in seven-figure deal
Merger sees former owner join as a senior financial adviser
09/10/2021
Schroders and BlueOrchard’s climate impact strategy rapidly attracts $100 million
The Fund’s investment will help to facilitate the company’s growth as a provider of climate-smart solutions in a rapidly growing market.