02/15/2023
Novia and Wealthtime join Finio integration hub
The partnership with Novia and Wealthtime is an important boost for the FINIO hub as it strengthens its grip on the platform data tech market.
Wealth and Asset Management
02/15/2023
Succession makes first acquisition since Aviva takeover
Acquired firm G+E Wealth Management has one office in York and two in Leeds.
02/15/2023
Kingswood launches Aim IHT and ISA portfolio service
As RBC Wealth Management finds inheritance tax planning is top concern for HNW Brits
02/15/2023
Rathbones Take Home Gold Again at Prestigious Citywealth IFC Awards
It is the third time in a row, and the sixth time over the last ten years that Rathbones has won Investment Management Company of the Year at the leading industry awards.
02/15/2023
SJP advisers owe company average of £111k each
The company's own website states there are 4,693 advisers within its network, and so dividing that figure by the total debt gets the £111,000 average figure.
02/15/2023
Family Offices: Young people are getting impatient
It surveyed family offices from the UK, US, Germany and Switzerland, who manage more than $98 billion in assets.
02/15/2023
A positive environment for hedge funds
The hedge fund industry entered a difficult phase in 2009 because dispersion stopped moving in the right direction.
02/15/2023
White & Case advises Fluxys on acquisition of Macquarie Asset Management stake in Open Grid Europe
The closing of the transaction is expected by the end of March 2023 upon approval from the relevant regulatory authorities and other customary closing conditions.
02/14/2023
Planning during times of uncertainty is key to successful financial control says Belfast wealth management firm
Belfast-based Finlay Wealth Management marks its busiest year as clients seeking advice during economic uncertainty increase
02/14/2023
The most important tax-year end in decades? Seven ways to protect against the tax crunch
So if not done already then it’s definitely time for earners, savers and investors to review their tax position.
02/14/2023
Four from IQ-EQ in Private Client Global Elite directory
The four experienced professionals from IQ-EQ who’ve made the list this year
02/14/2023
Chanel owners in fray to back Rothschild & Co’s private listing bid
Last week, Rothschild’s holding company Concordia revealed the offer price for around 61% of stock of Rothschild & Co.
02/14/2023
VP Bank Expands its German Business
Germany is the largest private banking market in Europe and for several years has been an important target market for Liechtenstein's VP Bank.
02/14/2023
Credit Suisse and Taurus enter into strategic partnership
Credit Suisse is entering into a strategic partnership with Taurus, the leading digital asset infrastructure provider for financial institutions in Europe.
02/14/2023
Pictet expands thematics range with regenerative economy fund
The new strategy will allocate to companies supporting a more sustainable consumption of natural resources.
02/14/2023
Scandi advice giant with £60bn in client assets enters UK market
Söderberg & Partners appoints former Novia executives to lead UK operations
02/13/2023
Success for Lombard Odier at the WealthBriefing Swiss Awards 2023
The members of the jury noted that, along with providing a professional strategy and a clear impact investing approach, the winning campaign successfully blends aesthetics, provocation and the relevance of the topics addressed.
02/13/2023
Rothschild & Co’s Wealth Management business wins key award for serving wealthy international clients for second consecutive year
As an independent banking group, Rothschild & Co offers its clients a long-term investment approach free of conflicts of interest.
02/13/2023
Deutsche Bank and WWF agree on cooperation
In order to accelerate the systemic changes in the remaining period and to channel financing correctly, WWF Germany is cooperating with Deutsche Bank.
02/13/2023
Inheritance tax is the top concern for HNWIs in the UK
76% of all HNWIs felt they needed guidance for investment management, but men were more confident than women (60% vs 40%).