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Wealth and Asset Management

11/18/2024

MPA Confirmed as One of The UK’s Best Wealth Management Companies.

This is the 11th year that MPA has been included in the Top 100, which we believe is testament to the consistency of our approach, the professionalism of our team and the outcomes we deliver for our clients.

11/18/2024

The 60-year strategy: how long-term wealth planning can empower

A long-term financial plan should ensure your wealth is protected against inflation and is in the best position to grow in the future.

11/18/2024

Succession Wealth acquires £1.1bn AUA True Wealth Group

The deal marks Succession’s fifth acquisition under Aviva ownership and its third of 2024

11/18/2024

Prominent German banker Friedrich von Metzler dies aged 81

Metzler Bank was established in 1674 in Frankfurt, a city in the west of Germany now home to several large banks.

11/18/2024

Wealth managers are positive about 2025 despite crises and capital market risks

Regulatory risks are considered far more worrying than the ongoing interest rate policy of central banks.

11/18/2024

Legal & General plans job cuts in asset management unit

The move could see retrenchment of up to 20 investment roles and several support positions.

11/18/2024

What’s happening with UBS and Credit Suisse’s legacy mutual funds

The Swiss banking takeover created many crossovers and consolidations among existing strategies. Citywire uncovers where we are and what comes next.

11/18/2024

Polar Capital assets under management increase amid investor demand

Since then, assets under management have grown further to £23.9 billion on November 8, up 5.3% from September 30.

11/18/2024

Hong Kong eyes Europe’s wealthy with London, Paris, Milan on family office agenda

Top InvestHK official sets off on week-long trip to Europe to meet family office representatives and speak at finance forum

11/15/2024

British Business Bank completes its £250m investment with Schroders Capital under the Long-Term Investment for Technology and Science (LIFTS) initiative

Phoenix’s investment will be made through its new private markets joint venture with Schroders, Future Growth Capital.

11/15/2024

Boston Multi Family Office to acquire Aqua Group

Both businesses share a similar culture and values around integrity, accountability and trust with the same unwavering commitment to providing outstanding levels of service.

11/15/2024

Highvern Senior Trust Manager awarded ‘Future Leader’ recognition

The awards ceremony, held in London, celebrates emerging leaders in the wealth management and fiduciary sectors.

11/15/2024

Canaccord Wealth opens new office in Guernsey

Canaccord Wealth have been part of Guernsey life for nearly 30 years and employ around 130 people on the Island.

11/15/2024

BBVA, best private bank in Colombia and Peru and best customer service in Latin America, according to The Banker

The Banker also notes that sustainability and investments focused on ESG (environmental, social and corporate governance) criteria are also a key part of the bank’s growth strategy.

11/14/2024

Weatherbys expands in Scotland with new private banker

During her 10-year career at Citi, she also worked in clients’ services looking after ultra-high-net-worth clients and in its private equity fund finance division.

11/14/2024

Another win for QCFP’s Nadia Johnstone-Smith

This time at the Professional Adviser Women in Financial Advice Awards.

11/14/2024

ZHAW Study: Switzerland's Best Private Bank in 2024

The financial industry is almost obsessed with measuring itself in rankings.

11/14/2024

Salary cap for the CEO of Urner Kantonalbank

The cantonal parliament is following the government's recommendation to limit the fixed salary to a maximum of 395,000 francs per year.

11/14/2024

HSBC Global Private Banking finds the UK entices global business owners

The UK continues to rank among the most alluring places in the world for international businesspeople.

11/14/2024

Carlyle-Backed Apex Teams Up With AI Firm for World’s Ultra-Rich

Machine learning increasingly gaining in private-wealth sector

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