02/07/2022
Aberdeen financial advice firm clocks £100m milestone
Scott James & Associates said its growth was driven by a mix of new and repeat business covering retirement, investment, protection, estate and tax planning advice.
02/07/2022
International wealth management firm expands portfolio with £15.3m acquisition
On an underlying basis for the 12 month period to June 30 2021, Joseph Lamb generated revenue of £3.8m and EBITDA of £1.545m.
02/07/2022
Tilney Smith & Williamson appoints experienced Financial Planner to its London team
The move supports the firm’s continued growth strategy for its financial planning team
02/07/2022
Tilney S&W to be sold or listed by PE owners
The firm said this was the second deal in its recently launched succession programme designed to provide an alternative to financial advisers approaching retirement.
02/07/2022
Indosuez Wealth Management wins 5 awards at the WealthBriefing Swiss Awards 2022, including "Best Foreign Exchange Solutions Provider" for the second year
02/07/2022
Alison will work closely with Rothschild & Co’s Global Advisory business, established in Leeds for more than 25 years.
02/07/2022
These awards recognise the very best operators in Swiss wealth management
02/04/2022
The new boutique will be headed by Dan Scott, who was formerly CIO of Vontobel Wealth Management.
02/04/2022
Morningstar Launches Wealth Management Solutions Group
New business unit, fortified with newly hired executives, unites capabilities across Morningstar
02/04/2022
These awards confirm our position as a major player in wealth management and recognise our local, bespoke service.
02/04/2022
Union Bancaire Privée, UBP SA (“UBP”) announced today that it has onboarded its first Article 8 strategy on its alternative UCITS platform.
02/03/2022
Ask him about the history of the bank he’s helmed since 2016.
02/03/2022
Luxembourg-based private equity firm buys 68% of asset manager
This transaction is expected to be completed in Q3 2022
02/03/2022
This is the latest recognition of Ogier's breadth of expertise across multiple locations and teams.
02/02/2022
Thanks to the relentless work of our staff, we are entering the final year of our three-year strategic cycle from a position of strength and already gearing up for future growth opportunities.
02/02/2022
Individual investors are increasingly seeking ways to invest in private markets and we are pleased to partner with iCapital and Allfunds to make Carlyle funds available to them.
02/02/2022
The wealth management landscape is an increasingly competitive one.
02/02/2022
Although the requirements are designed to ensure EU and EEA workers have a legal right to work in the UK, all employees’ right to work should be established and recorded.
02/02/2022
This acquisition reaffirms Schroders strategy to provide clients with the highest quality solutions for their pension needs.
02/02/2022
The subsidiary of the Geneva banking group of the same name operates through local operational business units in Switzerland, France, Great Britain, the Benelux countries and Germany.