11/17/2021
Kingswood buys Kent-based advice firm
Smythe and Water is run by chief executive Lee Smythe who leads a team of three looking after approximately 100 client households with around £40m in assets under management.
Wealth and Asset Management
11/16/2021
SG Wealth Management wins prestigious award
Each year, respected financial publisher Citywire considers a variety of facts and information gleaned from financial advice firms across the UK, before creating their ultimate list of who they deem the best advice businesses in the country.
11/16/2021
Private Banker International London Awards 2021 winners announced!
Outstanding Private Bank for Diversity and Inclusion, new for this year, showing the strength of the French market at the moment.
11/16/2021
Ninety One posts nearly £4bn in inflows
Record first-half earnings and AUM.
11/16/2021
New Award Recognising Indosuez's Commitment To Diversity
This recognition takes on its full meaning in November 2021 during the Crédit Agricole group Diversity Month.
11/15/2021
Kingswood adds £115m in Yorkshire adviser acquisition
Kingswood has added £115m in client assets via the purchase of Redcar independent financial adviser Money Matters (North East) for £3.4m.
11/15/2021
EFG: Strong NNA of CHF 6.2 bn and higher profitability
The bank also made further progress in resolving legacy matters as it prevails in the dispute with a Taiwanese insurance company.
11/15/2021
Highvern Trust Professional Recognised as ‘Future Leader’
Jack beat six other candidates shortlisted to be named the 2021 ‘Trust Officer of the Year’ thanks to his valuable contribution at Highvern and charitable work in his personal time.
11/15/2021
Utmost wins raft of regulatory approvals to complete Quilter Int'l deal within weeks
The Transaction will add approx. £23bn of assets under administration and 90,000 policyholders to the Group, taking total assets under administration to approx. £61bn and total policyholders to 580,000
11/15/2021
XSpot Wealth launches ESG plans and prepares to expand to Middle East
You can also watch him explain the company’s new offering for institutional investors, and outline prospects for growth as the world recovers from the COVID-19 pandemic.
11/12/2021
Credit Suisse kicks off ‘very aggressive’ hiring spree after Archegos exodus
Swiss bank brings in new recruits in bid to replenish top ranks
11/12/2021
Intertrust and CVC enter into exclusive discussions
The Company underlines that the outcome of the discussions regarding the Proposed Transaction is uncertain and that there can be no assurance that a transaction will materialize from these discussions.
11/12/2021
IWP adds £362m with double IFA purchase
Surrey-based Custodian Wealth Management will add 200 clients and £72m in assets under advice to the group.
11/12/2021
Wealth Club launches DFM for high net worth investors
The new DFM will be targeted at high net worth individuals and sophisticated investors, and will launch next year.
11/11/2021
Zurich firm launches alts fund management company and hires partner
Ioannis Gaiganis has been appointed CEO of the new venture.
11/11/2021
ABN Amro interested in private banking acquisitions – CEO
The CEO said the bank has been exploring deals for some time now but did not provide further details.
11/11/2021
Quilter Foundation renews partnership with financial education charity MyBnk
All programmes will be provided by MyBnk’s expert trainers and will be aided by volunteers from Quilter plc.
11/11/2021
Schroders Capital reaches agreement to acquire Dutch real estate investment specialist
The acquisition will expand Schroders Capital’s client offering in a key European growth market, enhancing our access to Dutch real estate expertise with on-the-ground investment talent to meet the growing investment demand from our institutional in
11/10/2021
Rothschild & Co: 2021 – 3rd quarter release
Record quarterly revenues driven by strong market conditions across all three businesses
11/10/2021
ABN AMRO reports net profit of EUR 343 million in Q3 2021
Net profit in Q3 2021 was EUR 343 million, delivering a 6.5% return on equity (7.8% excluding CIB non-core) despite continued pressure on net interest income and a EUR 217 million provision for revolving consumer credit.