11/19/2024
Mattioli Woods: Profit slashed at wealth manager as it quit London
Mattioli Woods described its latest financial period as a “momentous year of change” for the group ahead of it officially being taken private on 3 September, 2024.
Wealth and Asset Management
11/19/2024
“I Want to Break Free” (from Operational Complexity): Building Scalable Wealth Management Operations for Growth
Tariq Khan, Objectway’s Client Development Director, shares his view on how today’s wealth managers need to rethink their operating models.
11/18/2024
COP29: will AI be mentioned in the final text?
First, the impact of AI on potential climate solutions is now more concrete than ever.
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.