05/24/2023
Carey Olsen advises Carey Commercial on its sale to Suntera Global
Following its acquisition of Carey, Suntera's Guernsey service offering will be bolstered with addition of 80 new staff members and clients in more than 50 countries.
Wealth and Asset Management
05/23/2023
Julius Baer: Interim Management Statement for the first four months of 2023*
Solid start into the year despite challenging market developments – Strong relationship manager hiring pipeline – Significant capital generation
05/23/2023
Senior Portfolio Managers at GAM Investments support Unanimous Recommendation by GAM Holding AG Board of the officer from Liontrust Asset Management Plc
This statement has been made through a letter sent by the senior portfolio managers to the Board in response to the news stories in which various sources have challenged the offer for GAM by Liontrust.
05/23/2023
Christine Novakovic holds her own at the combined UBS
With the merger, the new management of the megabank will also start its work - and with it Beatriz Martin Jimenez.
05/23/2023
Mattioli Woods: wealth manager focusing on acquisitions to support growth
The highlight was the growth in revenue, up 10% against the equivalent period. CEO Ian Mattioli pointed to organic revenue growth of over 2%.
05/23/2023
Channelling charity in business: corporate foundations
Establishing a corporate foundation or making constitutional changes to an existing business are significant steps
05/23/2023
Silverwood Wealth Management
Investment director Steven Beaney of Silverwood Wealth Management tells Wealth Manager about the six-month-old firm, and reveals what he’s bullish and bearish about.
05/22/2023
Is St James's Place, the UK’s biggest wealth manager, really worth the fees?
Telegraph Money examines its charging structure – and long-term performance
05/22/2023
GAM Holding AG confirms it rejected the offer from Taure AG on 3 May 2023 because it materially undervalued the firm
The Board reiterates its strong view that the offer from Liontrust Asset Management Plc delivers superior value to shareholders and is in the best in interests of all stakeholders.
05/22/2023
M&G Wealth announces launch of full PruFund range on Platform
This is the first time these funds have been offered on any investment platform.
05/22/2023
Rothschild & Co announces creation of Private Markets Group within Wealth and Asset Management
Clients will also be able to benefit from Rothschild & Co’s Five Arrows suite of products through its Merchant Banking division.
05/22/2023
UK wealth manager snaps up Sipp firm
As the company looks to expand its offering
05/19/2023
Chase Buchanan Wealth Management Launches Specialist Expat LTA Advisory Service With Pensions Expert Malcolm McDowell
Global Private Wealth Management firm, Chase Buchanan, has launched a specialist LTA advisory service with pensions expert Malcolm McDowell, supporting clients with the changing UK tax legislation.
05/19/2023
PIMFA delighted to have been named as one of the Best small places to work in the UK by the sunday times
PIMFA staff said the company cared about diversity and inclusion with 96% of staff responding positively to this question.
05/19/2023
Mercia Asset Management : Loan will help fast-growing law firm to continue its expansion
The funding will provide additional working capital to enable it to recruit new lawyers at all levels, expand its range of services and strengthen its operations and financial team.
05/18/2023
Lombard Odier partners with PensExpert to enhance pensions offering
This makes us a leading bank when it comes to innovative solutions in the area of employee benefits and occupational pensions.
05/18/2023
Pacific Asset Management MPS risk-rated by Leading Providers
When partnering with advisers, PAM designs and manages an investment proposition that’s tailored to a firm’s specific needs.
05/18/2023
Meet Ireland’s new disruptive wealth manager
Unio has entered the Irish wealth management space with €14bn in assets at launch and aims to disrupt the market with its international investment offering.
05/18/2023
Why has Scotland become an attractive hub for advice firms?
It is ‘often the obvious next move’ for companies looking to expand
05/18/2023
Mediobanca further develops its advisory business through strategic investment in Arma Partners
Under the terms of the agreement Mediobanca will acquire Arma to create a leading Digital Economy franchise within the CIB Division.