02/08/2022
360 Accountants in partnership with leading wealth management firm
The synergies between the two businesses are also extremely apparent.
Wealth and Asset Management
02/08/2022
Three family offices invest to enable the business to scale and increase lending to SMEs
They bring a wealth of experience and know-how as founders from a variety of sectors, including healthcare, e-commerce, transport, retail, real estate and financial services.
02/08/2022
World markets summary - WH Ireland
Slowing global liquidity is by definition a less hospitable environment for financial assets.
02/08/2022
GAM partners with asset manager
Plans to provide clients with access to privately-owned, late stage, high growth innovation companies.
02/08/2022
Mattioli Woods earnings up 69%
Highlights include total client assets of the Group and its associate increasing £4.5billion to £15.1billion.
02/08/2022
Spear’s Wealth Management Awards 2021 Winner Interview: Weatherbys Private Bank
After Weatherbys Private Bank won the 2021 Spear’s Wealth Management Award for Private Bank of the Year — UK, Duncan Gourlay, head of Scottish operations, discussed the bank’s blueprint to success
02/08/2022
BNP Paribas wealth management delivers strong 2021
This performance reflects a unique positioning as a European leader, with platforms to best serve corporate, institutional and individual clients.
02/07/2022
Aberdeen financial advice firm clocks £100m milestone
Scott James & Associates said its growth was driven by a mix of new and repeat business covering retirement, investment, protection, estate and tax planning advice.
02/07/2022
International wealth management firm expands portfolio with £15.3m acquisition
On an underlying basis for the 12 month period to June 30 2021, Joseph Lamb generated revenue of £3.8m and EBITDA of £1.545m.
02/07/2022
Tilney Smith & Williamson appoints experienced Financial Planner to its London team
The move supports the firm’s continued growth strategy for its financial planning team
02/07/2022
Tilney S&W to be sold or listed by PE owners
The firm said this was the second deal in its recently launched succession programme designed to provide an alternative to financial advisers approaching retirement.
02/07/2022
Indosuez Wealth Management wins 5 awards
Indosuez Wealth Management wins 5 awards at the WealthBriefing Swiss Awards 2022, including "Best Foreign Exchange Solutions Provider" for the second year
02/07/2022
Rothschild & Co continues UK growth
Alison will work closely with Rothschild & Co’s Global Advisory business, established in Leeds for more than 25 years.
02/07/2022
ERI Has Been Awarded "Best Transaction Processing Solution" at the Wealthbriefing Swiss Awards 2022
These awards recognise the very best operators in Swiss wealth management
02/04/2022
Vontobel creates fundamental multi-asset boutique in restructuring
The new boutique will be headed by Dan Scott, who was formerly CIO of Vontobel Wealth Management.
02/04/2022
Morningstar Launches Wealth Management Solutions Group
New business unit, fortified with newly hired executives, unites capabilities across Morningstar
02/04/2022
Lombard Odier wins five awards at the Swiss WealthBriefing Awards 2022
These awards confirm our position as a major player in wealth management and recognise our local, bespoke service.
02/04/2022
UBP partners with Bain Capital Public Equity to widen its liquid alternative and ESG offering
Union Bancaire Privée, UBP SA (“UBP”) announced today that it has onboarded its first Article 8 strategy on its alternative UCITS platform.
02/03/2022
An Invitation to Meet… Peter Flavel, Coutts CEO
Ask him about the history of the bank he’s helmed since 2016.
02/03/2022
Luxembourg-based private equity firm buys 68% of asset manager
This transaction is expected to be completed in Q3 2022