05/11/2022
Delio announces formation of Advisory Board as it accelerates international growth plans
The Board will be chaired by Kevin Smith, a former senior partner at KPMG who also chaired their Global ‘Emerging Giants Centre of Excellence.’
Wealth and Asset Management
05/11/2022
BNP in Hiring Push to Double Cash
Main growth in Singapore comes from Greater China: Asia CEO
05/11/2022
Collardi to buy stake
He is currently a non-independent member of the board of directors of EFG, of which he acquired a 3.6% share.
05/11/2022
Bowmore Wealth Group looking to grow through acquisitions as it targets £1bn in AUM by 2025
Bowmore plans to accelerate both its organic and external growth, seeking to add another £300m in assets through acquisitions and an additional £300m organically.
05/11/2022
Capital Risk Management and MP2 Financial teams join Tilney Smith & Williamson’s Edinburgh Office
Both businesses, who are currently based in Coates Crescent in Edinburgh
05/10/2022
Citi to hire 700 private bankers
The new offices are located at the bank’s existing locations in both cities.
05/10/2022
UK wealth manager enters liquidation
As Welsh advice firm fails
05/09/2022
UK-based 79th Group family-owned business makes foray into UAE
The company currently holds 17 mining concessions in Guinea, three of which are currently undergoing exploration work by world-leading geologists, SRK Exploration.
05/09/2022
One Hand Gives, the Other Takes
Investigators confirmed to finews.com in 2019 that the PNF was taking action against Credit Suisse over untaxed funds from French clients in Swiss accounts.
05/06/2022
Rothschild & Co wins Best Equity Capital Markets Adviser
Allfunds Group's IPO, on which we advised, was also recognised as Equity Capital Markets Deal of 2021.
05/06/2022
UBS Investor Sentiment: Investors concerned about the war yet stay the course with their portfolios
Investors remain confident in their region’s economy and stock market, even though many expect prolonged and increased inflation
05/06/2022
Former Jupiter exec hits out at firm's management
Its share price has been consistently lower in recent years, dropping 63 per cent in the five years to April 29.
05/06/2022
Citi Speeds Push to Add 700 Private Bankers With Europe Outposts
Citigroup will increase headcount at both offices in coming months.
05/05/2022
Fairstone adds £135mn with Cumbria IFA purchase
The deal brings more than 1,700 clients to the group, as well as 10 advisers and staff.
05/05/2022
PIMFA Launches 'PIMFA Wealthtech' Supported by Morningstar
The new initiative will also address the role of technology in supporting industry trends
05/05/2022
St James’s Place partner firm eyes Scotland
As it believes Highlands are a ‘massive untapped opportunity’ in the advice sector
05/05/2022
Credit Suisse Supertrends: outperformed in 2021 transcending business cycles and volatility
Five years after their launch, Credit Suisse’s Supertrends continue to focus on long-term and multi-year societal trends that should lead to fast-growing business opportunities.
05/05/2022
Cardea Group strengthens market position through acquisition wealth manager
With this acquisition, Cardea is accelerating its already established growth path and further leveraging synergies within the group.
05/05/2022
Pictet AM to partner with natural capital research programme
It will work alongside consortium members including the UN Principles for Responsible Investment and Stanford University.
05/05/2022
Rathbones announces Q1 2022 results
Rathbones remains focused on delivering the strategic plans we set out at our full-year results