05/05/2021
IWP acquires Professional Wealth Management
Total acquisitions now stand at 23 since IWP’s formation just two years ago.
Wealth and Asset Management
05/05/2021
IFA firm expands UK footprint with M&A deal
Which adds £150m in client assets
05/05/2021
The Accelerating Transformation of Family Offices in Italy
Family offices are by definition the custodians and controllers of these—often immense—family assets and today represent a truly diverse universe.
05/05/2021
Inflows to 7IM's platform rise by £200m
Gross inflows for the quarter were also up by just under £200m, with £624m invested in Q1 this year, a rise from the £486m in Q4.
05/05/2021
The world’s top 10 wealth management firms by AUM
Who has the most client money? We run down the largest companies by assets under management
05/05/2021
Nucleus shareholders approve James Hay takeover
Over 90% voted in favour of the acquisition
05/04/2021
WH Ireland to return to profit as sales rise 29%
'We continue to look for potential acquisition opportunities and new hires in both divisions as we benefit from the successful integration of Harpsden and the recruitment programme already completed.'
05/04/2021
IFA consolidator buys Newcastle firm
PWM is the fourth financial planning firm to join IWP in the past month and its first acquisition in the north east of England.
05/04/2021
Special report: London’s new generation of boutique wealth managers
The private banks, he recalls, were ‘riddled with conflict’ because of their commercial need to sell clients their own in-house investment products – regardless of whether they were the best available.
05/04/2021
Schroders hands two laggard UK funds to AA-rated duo after value for money review
The asset manager also put four of its multimanager funds under review after finding nine of its 89 funds did not offer investors value value for money.
05/03/2021
Overcoming complexity and realising opportunity in luxury French property
Against the backdrop of the COVID-19 pandemic, luxury French property remains an attractive investment choice for many high net-worth individuals (HNWIs).
04/30/2021
The war on austerity is far from over
European macroeconomic policy is pulling down the global interest-rate structure together with the Bank of Japan’s explicit yield-curve targeting, limiting the steepening of the US yield curve.
04/30/2021
Heather Tibbo shortlisted in Wealthbriefing European Awards 2021
In its ninth year, the awards aim to set organisations and individuals apart from their peers by showcasing top class performance and innovation.
04/30/2021
LGT Bank Switzerland designated “Best Foreign Bank”
LGT impressed the jury in all six categories that were evaluated: interaction, holistic approach, transparency, costs, risk disclosure and portfolio structure
04/30/2021
Quadruple Shortlisting for JTC at Citywealth Brand Management & Reputation Awards 2021
Citywealth received over two hundred submissions for these awards that were reviewed by an independent judging panel,
04/30/2021
UK heading for biggest economic boom since 1948 – Barclays chief
Jes Staley says bank continues to take ‘cautious view’ of impact of Covid-19 pandemic
04/30/2021
Barclays shares fall despite profits surge and sunny outlook for UK economy
Quarterly earnings more than doubled but a patchy performance from its investment arm and caution on cost spooked investors.
04/30/2021
A defining moment for companies tackling climate change
The year 2021 may well turn out to be decisive for climate action.
04/29/2021
Hampden & Co reports significant growth in 2020
Revenue, deposits and loans all increase following strong demand for access to banking expertise in the face of the Covid pandemic
04/29/2021
Amundi - Q1 2021 results
Amundi recorded very good performances in the first quarter of 2021