07/20/2023
Farrer & Co once again recognised in Chambers High Net Worth Guide
The rankings are based on client feedback and in-depth analysis of the best law firms and lawyers in the UK and London.
Wealth and Asset Management
07/20/2023
Oberon Investments acquires Nexus EIS Fund to expand its portfolio
The deal will be paid for by issuing 7.5m new ordinary shares in Oberon and is expected to boost Oberon’s profit before tax.
07/20/2023
Rathbone Funds Now Live on Charles River IMS® and State Street Alpha® Data Platform
The combination of Charles River IMS and ADP empowers their business with faster insights, increased operational efficiency, and greater collaboration across investment teams.
07/19/2023
SG Kleinwort Hambros establishes new client lifecycle team
A new Client Lifecycle Team has been established by SG Kleinwort Hambros (SGKH) and Was Chaudry has been named as the team's head.
07/19/2023
REYL Intesa Sanpaolo wins two WealthBriefing WealthForGood awards, including “Best Bank for Philanthropy Offering”
The WealthBriefing WealthForGood Awards distinguish the top players in the global wealth management industry.
07/19/2023
Launch of new artworks by winners of the Julius Baer Next Generation Art Prize
The completed digital artworks of the six visionary prize winners will be exhibited in a ‘meta-world’ gallery from now until 31 August 2023.
07/19/2023
Nordea to acquire Danske Bank consumer and private banking business in Norway
The acquisition is an ideal strategic fit for Nordea and will strengthen Nordea’s market position in Norway among household customers.
07/19/2023
Raymond James UK profits boosted 50% despite £1bn asset squeeze
A swathe of client inflows allowed the UK division of Raymond James to increase its profits, despite volatile markets in 2022.
07/19/2023
Hargreaves Lansdown posts 6% increase in net new business for Q2 2023
AUA up 2%
07/19/2023
Global Survey Shows Wealth Management Ecosystem at Inflection Point
This heightened focus on client experience and more specifically the digital client experience stems from evolving client expectations and the threat of digital disruptors.
07/18/2023
Coutts to allow customers to proceed with mortgage without ‘full banking relationship’
Coutts said there was no need to fund monthly mortgage payments via this account and customers would need to undergo full onboarding checks.
07/18/2023
Close Brothers could spark new wealth bid frenzy
The group is exploring a potential sale of its wealth business, Close Brothers Asset Management, according to a recent report by Bloomberg.
07/18/2023
Family Office Services
UBP Family Office Services provides objective guidance, as well as tailored services, innovative solutions and ongoing, reliable support.
07/18/2023
Arbuthnot shares soar after profits leap from £3.4m to £26.4m – but it warns of risks ahead
Arbuthnot’s net interest income doubled compared to last year.
07/18/2023
Arbuthnot Banking Group Unaudited results for the six months to 30 June 2023
Arbuthnot Banking Group PLC is the holding company for Arbuthnot Latham & Co., Limited.
07/18/2023
Kingswood-owned DFM IBOSS surpasses £2bn in assets under influence
The asset manager benefits from a ‘larger team’
07/18/2023
Shareholder group publishes counter offer for GAM
The tender offer is around 30% higher than Liontrust’s but covers only 17.5% of all GAM shares.
07/18/2023
Chase Buchanan Wealth Management Announces Latest Expansion with a New France Office and Team of Experts
Global expat wealth management specialists, Chase Buchanan, are delighted to announce the opening of their latest office and expert team in Bordeaux, France
07/18/2023
Goldman Sachs Asset Management issues its first Private Markets ELTIF
Goldman Sachs Asset Management has raised more than $200m for Private Markets ELTIF 2023, the company's first European Long Term Investment Fund.
07/18/2023
Quilter introduces new features to support vulnerable customers
Quilter has also launched a new customer facing ‘additional needs’ online support to help customers explore the support on offer for people with additional needs.