10/08/2024
Brooks Macdonald Group to acquire UK chartered financial planner LIFT for £45m
As at 31 December 2023, assets under advice were c. £1.6bn
Wealth and Asset Management
10/08/2024
UK financial planner Clarion WP bought by management team after nearly 40 years
Founder Ron Walker has sold 60% of his shareholding in the Alderley Edge-based practice
10/08/2024
Alpian launches wealth management mandate from CHF 2,000
The new offering has an annual fee of 0.75% and includes the option for personal advice.
10/08/2024
JPMorgan to Base Group of Private Bankers in New Munich Office
JPMorgan has long been expanding its operations in the country
10/08/2024
Commerzbank Creates Division for Ultra-High-Net-Worth Clients and Family Offices
The unit will have new locations in Hamburg and Stuttgart, in addition to its existing teams in Berlin, Dusseldorf, Frankfurt and Munich.
10/07/2024
Cazenove Capital buys £1.5bn London family office
Cazenove Capital acquires Whitley Asset Management for an undisclosed sum.
10/07/2024
Global Wealth Management Group GSB partners with London-based Mumble Forum
Partnership will aim to empower financial health of the women networking club’s members
10/07/2024
HSBC AM launches equal weight S&P 500 tracker
The launch follows increased demand for equal weight solutions
10/07/2024
Santander Reorganizes Leadership Roles at Wealth Management Unit
Appointments are part of the changes done by new division head
10/07/2024
SJP investments boss: Value for money report doesn’t reflect ‘evolution’ of our funds
Sarah Ruggins tells FN exploring low-cost passive options remains ‘top priority’ for UK wealth giant
10/04/2024
Banque Cramer Boosts Profits for Geneva's Norinvest Group
The group’s cumulative consolidated operating income remained unchanged at 22,6 million francs, as stated in a press release on Friday.
10/04/2024
Julius Baer CIO names ‘surest way to negative alpha’
Yves Bonzon is wary of ‘horse race’ approaches, backtesting and various absolute return strategies.
10/04/2024
AMINA Bank participates with Tenity as global innovation partner
AMINA Bank becomes a Global Innovation Partner to provide crypto banking services
10/04/2024
Pictet Asset Management launches new fixed income strategy
The fund will be managed by Mathieu Magnin, Kyle Kloc and Frédéric Salmon
10/04/2024
Channel Islands stand out in Citywealth Powerwomen Awards 2025 shortlist
Amongst the Channel Islands based companies and those with branches on the Islands
10/04/2024
DFM has £1bn in sight with advice buy
IPS Capital acquires Saffron Walden-based Greenwood Financial Planning for an undisclosed fee.
10/03/2024
The Quilter Academy partners with FutureProof Pro and Life After Professional Sport
FutureProof Pro is a careers support service looking to transition into a new field after their successful sporting careers, which can be daunting for many.
10/03/2024
UBS empowers female entrepreneurs with fourth annual Female Founder Award
The award celebrates visionary female founders, co-founders, and C-level executives who are shaping the future of technology and redefining leadership in innovation.
10/03/2024
Europe’s banks should prove resilient, despite falling rates
Falling interest income may lead to less favourable earnings per share (EPS) momentum
10/03/2024
Farrer & Co advises Canaccord Genuity Wealth Management on its acquisition of Cantab Asset Management Ltd
The Farrer & Co team was led by Simon Ward