12/14/2021
Canaccord Genuity Wealth Management expands UK footprint
Closing is subject to customary closing conditions, including regulatory approval.
Wealth and Asset Management
12/14/2021
The Need to Modernize in Trust
Making the case for a transformed business model.
12/13/2021
Charles Stanley takeover hit by FCA delays
The two have instead secured an alternative date for January 19, 2022 - the first available hearing date in the new year.
12/13/2021
Multrees expands strategic partnership with global asset manager
Multrees was first awarded a mandate by GAM in 2015, covering custody services.
12/13/2021
JTC Directors Win at 2021 Citywealth Future Leaders Awards
These awards champion young professionals in the wealth sector and highlight the leaders of today and tomorrow who are under forty.
12/13/2021
Schroders UK Financial Adviser Survey 2021: Succession planning and sustainability top advisers’ agendas
In its seventh consecutive year, Schroders 2021 UK Financial Adviser Survey* which encompasses views from 203 UK advisers, reveals that succession planning and ESG are at the top of advisers’ agendas we look ahead to 2022.
12/12/2021
Global Market Insights
The market at the moment is largely ignoring strong economic and inflation data and is instead concentrating on potential problems of the type mentioned above.
12/10/2021
Equiniti private equity takeover completes
The deal was first announced in April when the US private equity firm Siris Capital confirmed its takeover offer
12/09/2021
Barclays Sets Sights on Asia
The bank had been scaling back operations in several countries in the region, including in Australia, South Korea and Malaysia.
12/08/2021
WH Ireland on buy hunt as wealth assets hit £2.4bn
The wealth firm is on the acquisition trail as it aims to grow assets to £3bn.
12/08/2021
Investing in technology: Family office vs venture capital fund
This makes commercial sense above certain level of assets. It mitigates potential conflicts of interest by bringing them in house.
12/07/2021
World's Best Private Banks 2022: Western Europe
An economic rebound fills the coffers of Europe’s winners.
12/07/2021
CCPC clears Bank of Ireland's takeover of Davy divisions
75% of the proceeds was to be paid as cash on completion, expected to take place next year, with the balance due to be paid two years after completion, subject to meeting a number of criteria.
12/07/2021
Liontrust to acquire Asset Manager
The Liontrust brand will be used for all Majedie’s UK, US, Global and International equity funds.
12/07/2021
Intertrust agrees to $2 bln takeover bid from corporate services firm
Recommended all-cash offer of EUR 20.00 per share
12/07/2021
Waverton Adopts SEI Wealth Platform
Technology and Operational Outsourcing Enables Efficiency and Scale to Support Ambitions
12/06/2021
Tavistock assets surge to £50m
The funds allowed Tavistock to repay all outstanding borrowings
12/06/2021
In wealth management, CS is once again over the books
The big bank did not want to comment on finews.ch's request , but confirmed the meetings of the BoD this week.
12/06/2021
Stonehage Fleming launches global thematic multi-asset fund
The Global Thematic Investment Portfolio will back funds investing in societal advancement, automation, digitalisation, the evolving consumer, healthcare innovation and the transition to a green economy.
12/05/2021
Rothschild wins inaugural Client Relationship award
The judges commended Rothschild & Co’s Wealth Management team for successfully embedding a culture of exceptional client service throughout the business, being innovative and striving to always see things from a client’s perspective.