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Canaccord explores options for UK wealth management business

Canaccord and UK-based advisory firm Fenchurch Advisory Partners are assessing the future of Canaccord Genuity Wealth Management UK, the report said.

Raiffeisenbank Region left Lake Zurich opens new branch in Siebnen

The new branch will be a modern advisory bank.

Blackstone Buys Into Santander’s $1 Billion Loan Portfolio

Santander has embarked on a push to improve returns on capital.

Fairstone Ireland swoops for financial planning firm

The deal marks Fairstone Ireland’s sixth strategic acquisition, solidifying its presence in the North West region.

London forum promotes island as leader in wealth management

The Bermuda Business Development Agency facilitated the two-day Bermuda Wealth Forum, held at the JW Marriott Grosvenor House, in London, earlier this week.

Lombard Odier wins two awards at the WealthBriefing MENA Awards 2024

This award recognises Lombard Odier as the leading international private bank with headquarters outside the MENA region.

Andrea Orcel's Unicredit also wants to grow in its home market

The Italian major bank Unicredit is not only targeting the German Commerzbank, in which it holds a good 20 percent of the shares via derivatives.

Julius Baer sees gold and bitcoin risks on Trump Ukraine peace deal chance

The Swiss private bank remains bullish on US equities as its favoured play as investors turn more bullish following Donald Trump's red sweep, while maintaining negative on China.

Charles Russell Speechlys opens Italy office

Charles Russell Speechlys confirms the launch of a new office.

Quirin Private Bank Relies on Swiss 3rd-Eyes Analytics for Their Advisory Process and Services

With the help of 3rd-eyes, the financial goals and wishes of Quirin private bank’s clients can not only be calculated, but above all visualised and optimised.

Indosuez wins Best Private Bank award in Luxembourg for the 4th consecutive year

These awards recognize excellence in private banking beyond financial expertise.

MKC Wealth acquires Stockport and Urmston IFA firms

The deal adds 140 households with £70m of assets under advice (AUA) to MKC Wealth.

Oil dynasty’s family office turns away from London

Bertrand Coste says business will be easier for Clerville, which manages money for the Schlumbergers, in the EU

Boston Multi Family Office to acquire Aqua Group

Leading family office business based in Jersey, Malta and the UK

Tavistock strikes deal for £3bn London DFM

The firm has acquired Alpha Beta Partners and at the same moved closer to selling its advice network to Saltus.

UBS' New Architectural Jewel

With this new building, UBS aims to set new standards not only in architecture but also in wealth management.

Close Brothers Asset Management partners with Objectway to drive growth and innovation

By adopting Objectway's Portfolio Management solution, CBAM will drive digital transformation and customer-centric expansion to achieve its strategic goals.

Wealth management firm Fairstone buys Donegal brokerage

Acquisition comes amid continuing consolidation in the sector

Julius Baer: Interim Management Statement for the first ten months of 2024

Substantial increase in client assets – Accelerated net inflows – Solid capital position – Start date of new CEO set for 9 January 2025.

Margetts Wealth stays independent with management buy-in

The aim is to go for 20% growth over the next twelve months

Wealth and Asset Management