07/01/2021
UBP Makes Second Acquisition in a Week
The transaction, which is an asset deal, is subject to the approval of the relevant regulatory bodies and is expected to be completed in the fourth quarter of 2021.
07/01/2021
Gordon Neilly will join the board at Parmenion following the conclusion of the deal with Preservation Capital Partners
07/01/2021
The FCA previously said it had been “working with Dolfin while it took steps to try and address these concerns
07/01/2021
One of the key challenges identified was integrating ESG into the investment management framework and then monitoring this.
07/01/2021
The private equity firm – now with 10 offices throughout the UK – was launched in 2009 after a buyout of Aberdeen Asset Management (AAM)’s private equity business.
07/01/2021
We win two sustainable investing awards for our work tackling climate change and helping clients build a better future – hot on the heels of a similar accolade last month
07/01/2021
The company’s founder is Ali Jamal
06/30/2021
The Citywealth Brand Management & Reputation Awards shines a spotlight on the corporate brands who are pioneering in the wealth management industry.
06/30/2021
Crestbridge was named ‘Best Independent Private Client Trust Company’ at the Awards, with judges noting in particular “an impressive increase in revenue”, with 97 new starters and 60 promotions throughout the year, as well as &
06/30/2021
The aim was to create around 30 new roles and enhance our range of wealth solutions and services.
06/30/2021
As private market investments generate increasing interest from HNW individuals, wealth managers need to consider that these clients are likely to operate from several international locations.
06/30/2021
There is a strong strategic and cultural fit for all stakeholders and we are confident that our partnership will enable us to service growing client needs and grow market share, reflecting our strong track record of increasing shareholder value.
06/30/2021
Since Vontobel bought into it in 2015 TwentyFour’s assets under management have grown to 24.2 billion francs ($26.3 billion) from 6.4 billion.
06/29/2021
G+E Wealth Management acquires Yorkshire wealth management firm
The acquisition was supported by leading alternative finance provider to mid-sized SMEs, ThinCats, led by Ben Kimball.
06/29/2021
UBP to acquire Geneva private bank
The onboarding of Millennium Banque Privée’s teams will contribute to broadening UBP’s footprint in selected countries
06/29/2021
Fairstone Partner with James Ryan Thornhill Under its DBO Programme
The deal brings more than 1,000 clients, five advisers and eight support staff to the wider business as well as gross annual fee income of around £1.2 million and funds under management of over £160m.
06/29/2021
Sinara Group extends international coverage through Cyprus-registered holding company
Sinara Financial will offer investment management
06/29/2021
PraxisIFM puts ESG at the top of its business agenda
The Environmental Business Operations Framework is an international benchmark and serves as an environmental management system to measure, manage and minimise an organisation’s environmental impact.
06/29/2021
Record partners with UBS unit to launch sustainable finance fund
Record shares were trading 2.6% higher in London
06/28/2021
JTC Wins In Private Client Excellence Awards
The company’s commitment to becoming carbon neutral by the end of the year was also commended along with its charitable initiatives.