11/02/2023
Fairstone expands operations into three areas with adviser deals
The deal boosts Fairstone’s existing presence in Wales to five offices and adds a fourth office to the firm’s growing footprint in the South West.
Wealth and Asset Management
11/02/2023
Courtiers buys Norwich investment manager and eyes further deals
Wealth firm acquires Brunswick Investment Management, bringing its total funds under management to £1.1bn.
11/02/2023
Schroders launches two sustainability-focused equity funds
One of the funds - Schroder ISF Circular Economy- will focus on global investments in companies contributing to the transition to a circular economy.
11/02/2023
MM Meets… FNZ’s Alastair Conway: ‘I’ve got the best of both worlds’
The UK, Middle East and Africa CEO is relishing his main task of furthering FNZ’s mission of ‘opening up wealth’
11/01/2023
Calton Wealth makes first acquisition in ‘key step’ for growth plans
Founder and managing director Ian Morrison will join Calton as an employed adviser from today (1 November).
11/01/2023
Why St James’s Place and Britain’s troubled wealth managers could be a savvy bet for investors
The UK’s biggest wealth manager St James’s Place has seen its value fall by more than 42 per cent this year, while rival Quilter has fallen by more than 15 per cent.
11/01/2023
New Swiss Custody Bank on the Horizon
For years, the market has been firmly under the aegis of a number of established providers.
11/01/2023
Quilter Investors Cirilium range adds new value and infrastructure funds
The global economy has continued on a trajectory that implies a ‘soft landing’ or ‘muddle through’ environment.
11/01/2023
Lumin Wealth acquires BW Financial Consultants
This partnership will enable us to leverage their extensive resources and technology, allowing us to enhance our service offerings.
11/01/2023
Ex-RBC Wealth Management duo launch advice firm for HNWIs
Six Degrees has been founded by Katherine Waller and Ollie Saiman, who have more 40 years of combined experience, including more than a decade at RBC.
11/01/2023
Man Group buys majority stake in impact investing asset manager
Taken 51% stake in Geneva-based Asteria Investment Managers
11/01/2023
Premier Miton strikes deal to buy Tellworth Investments
The asset management firm is to spend up to £6m on the acquisition of the investment boutique.
10/31/2023
Advies joins Saltus Partnership Programme
This marks a significant milestone for the Saltus Partnership Programme as it continues to build on its existing partners and expand the number of businesses it supports.
10/31/2023
Vontobel achieves stable result for first nine months of 2023
As a result of rising geopolitical risks, institutional investors are staying on the sidelines rather than making new investments.
10/31/2023
Interim results of the Swiss National Bank as at 30 September 2023
As at end-September 2023, the SNB recorded a profit of CHF 1.7 billion before the allocation to the provisions for currency reserves.
10/31/2023
Wealth Manager Top 100 2023: The next 25 top fund pickers
Unveiling the second batch of 25 names to make the cut in this year’s study of the UK’s top fund selectors.
10/31/2023
Odey Asset Management to wind down business
Follows closure of subsidiaries
10/31/2023
ABN AMRO CEO Robert Swaak’s term extended by four years, until 2028
His new term will commence at the close of the Annual General Meeting of Shareholders in 2024.
10/30/2023
Swiss Central Bank Says It Couldn’t Save Credit Suisse
The Swiss National Bank lacked the means to rescue Credit Suisse
10/30/2023
UBS completes the sale of its 51% stake in UBS Hana Asset Management to Hana Securities
The transaction has received all necessary local regulatory and other approvals.