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Tavistock shares jump after it confirms talks with Saltus

Citywire reported yesterday that private equity-backed Saltus has made a bid for Tavistock’s national advice business.

TEAM “well-placed for international growth on back of wealth exodus”

In March, TEAM raised £1.8 million in capital and is currently in advanced discussions with a strategic investor for additional funding and deeper collaboration.

From zero to £37bn in 16 months: Inside SJP’s Polaris funds

St James’s Place’s multi-asset fund range is close to overtaking Vanguard LifeStrategy in size less than two years after its launch.

EFG Private Bank launches Independent Asset Management platform for UK

Head of independent asset managers UK Ian Wright to oversee

Wealth managers comment on challenges facing next UK government

The figures released by the Office of National Statistics were a huge disappointment, as for the first quarter of this year the fastest growth for two years was recorded ending the recession.

UBS Creates New Wealth Unit in Khan, Karofsky Strategy Reboot

GWM Solutions to bring various wealth offerings together: memo

Liontrust profit drops 23% after outflows worsen in 2023

Despite an uptick in the asset manager’s share price since the start of the year it has continued to bleed funds

Sygnum Onboards 20+ banks to Enable Regulated Crypto Services For Third of Swiss Population

This enables their end-clients to buy, hold, trade, earn, and transfer cryptocurrencies in a fully regulated environment.

Driving Personalized Financial Engagement in Wealth Management: St. James’s Place Approach

How St. James’s Place leverages Salesforce’s Financial Services Cloud and Ortec Finance’s OPAL

Andrea Solana Wins Prestigious Women in Wealth Award at Private Banking & Wealth Management London Awards 2024

This recognition motivates us to continue advocating for inclusion and leadership opportunities for women.

AstroBank wins private banking award

The announcement noted that this marks the second consecutive year the bank has received this accolade.

Swiss private banks’ M&As hit historic low

Many private banks have focused on relationship manager hires.

Why we need to talk more about the SNB balance sheet

The dust that the decision of the Swiss National Bank (SNB) kicked up last Thursday has settled.

Financial advisers should prepare for ‘surge in new clients’

Overall, 19% of respondents said they do not have time to manage their investments or admit to doing a bad job and needing help.

Tatton Asset Management announces audited final results for the year ending 31 March 2024

The Group exceeded its three-year ‘Roadmap to Growth’ strategy, which set an ambitious target of £15.0bn AUM/AUI3 by 31 March 2024

Macquarie Asset Management announces final close of global opportunistic real estate fund

Macquarie Asset Management’s Real Estate division is a global real estate investment business with a track record of identifying and investing in sectors backed by global megatrends.

Dubai ranks 12th in Julius Baer’s Global Wealth and Lifestyle Report as relative ‘cost of living’ remains competitive compared to major global cities

Dubai is the 6th most expensive city in Europe, Middle East, and Africa (EMEA) and 12th in the global ranking of the Lifestyle index

Wealth and Asset Management