03/30/2021
UK wealth manager acquires Yorkshire-based advice firm
As it eyes another M&A deal ‘in the coming months’ to tap into an ‘under-advised market’
Wealth and Asset Management
03/29/2021
BlackRock Tops the First Fund Brand 50 Global Asset Manager Rankings
Broadridge’s Fund Brand 50 study expanded, reveals best-performing fund brands globally
03/29/2021
Lombard Odier expands into Brazil
It has approval from the local securities commission to operate as a securities advisory entity.
03/29/2021
Geneva private markets boutique launches platform for qualified investors
Private banks, family offices, pension funds and independent managers can all use the new service.
03/29/2021
VP Bank buys stake in Chinese asset manager
The partnership includes product and services collaboration, notably investment management and custody of client assets with Hywin Hong Kong and its affiliates.
03/29/2021
Fairstone continues acqusition spree with Glasgow-based IFA
The focus of its approach is to attract businesses that do not want to sell today but instead want to grow and develop.
03/26/2021
Digital wealth is taking off, are you onboard?
One of today’s greatest minds, Bill Gates, predicts the way we live and work will change dramatically and permanently post-Covid19.
03/26/2021
Charity Commission launches a campaign to refresh trustee knowledge of charity governance
The Charity Commission has launched five videos to help trustees be “certain in uncertain times”, which accompany the ‘5 minute guides’ for trustees which were published in November 2020. The videos and the guides aim to fulfil th
03/26/2021
The Explosive Growth of the Family Office in the Twenty First Century
The world has witnessed more stability in the last half century than ever before, despite global pandemics and financial crises.
03/25/2021
In 2020 the ultra-rich got richer. Now they're bracing for the backlash
"The fundamental problem is this gross inequality that's getting worse."
03/25/2021
FEIFA announces new members from UK and Malta
Lawsons is headquartered in Malta and has clients across numerous European countries.
03/25/2021
Lugano AM teams up with wealth manager to manage fund
BlueStar will work with House of Wealth to manage a long-short European equity fund.
03/25/2021
City of London Wealth Management Awards 2021 – Winner!
We would like to take this opportunity to thank all those who voted for us.
03/25/2021
UK wealth firm says it’s ‘often challenging to get deals’ done
Advice M&A market is ‘incredibly active and competitive’ with ‘principals that genuinely want to sell’
03/25/2021
Back to the future: inflation scenarios for equities
History doesn’t repeat, but we believe the current environment rhymes with the 1950-1965 period.
03/25/2021
Q&A with Martin Gilbert: The future of wealth & asset management, the legacy of Covid-19 and lessons from Woodford
How will the industry shape up post-pandemic?
03/25/2021
Why are private fund structures so attractive to HNWI and family offices?
Family offices, high net worth individuals and wealthy families are increasingly considering private fund structures to hold their investments.
03/25/2021
10th Credit Suisse Emerging Consumer Survey 2021
Environmental concerns have been rising steadily and consumers in developing countries appear more at risk than those in developed regions
03/24/2021
Schroder British Opportunities Trust wins Most Exciting Investment Company IPO 2021
Schroder British Opportunities Trust plc floated on the London Stock Exchange in December 2020.
03/24/2021
Citi Launches Automated Securities Lending Solution for Wealth Managers
Partnering with Sharegain allows us to provide a digital securities lending solution that is flexible, scalable and easily integrates with our clients’ existing systems.