07/21/2021
Four-fold success for Crestbridge Family Office Services
Winners of the Awards will be selected through an online voting process and by an independent panel of professionals in the private wealth management sector and announced at a ceremony in November.
07/21/2021
Stonehage Fleming swoops on £1bn private client business
Maitland’s Private Client Services business will bring further scale to Stonehage Fleming
07/21/2021
Following a record-high net profit in the first half of the year, we are entering the second half from a position of strength: fully focused on delivering on our strategy and prepared to capitalise on our position as employer of choice and to capture gro
07/21/2021
Close Brothers Asset Management has acquired Surrey-based IFA PMN Financial Management in a deal which will add £300m of assets to the investment firm.
07/21/2021
ZEDRA shortlisted for the STEP Private Client Awards
The awards ceremony takes place virtually in September
07/21/2021
Yacht or not – it’s back! Cowes Week 2021
We explain how ZEDRA’s management and crewing services can support your seafaring ambitions.
07/21/2021
Wealth manager confirms sale talks
Sale of acquisitive firm could start trend towards larger-scale consolidation
07/21/2021
Fairstone set to acquire two more IFA firms
Advice firms Imagine Financial Planning and Forbes Lawson Wealth Management are set to be acquired by Fairstone after joining its downstream buyout programme.
07/21/2021
Brooks says landmark tech overhaul on track despite CEO switch
As part of its partnership with SS&C Technologies, Brooks will provide its advisers and clients with a new front-end portal and migrate assets currently run on JHC Systems.
07/21/2021
Close Brothers trading update
Our focus on strict management of costs remains unchanged, while progressing our key strategic programmes.
07/21/2021
The fund is the second vintage of this strategy whose first fund (JULIE I) was launched in 2017, raising close to €350 million.
07/21/2021
As well as generating friendships among its client base, these digital sessions are a boon for Sanlam from a commercial perspective because when clients get together, they spend time discussing their finances, from pensions to tax to investments.
07/21/2021
WH Ireland has just been awarded corporate financial planning status by the CII.
07/20/2021
Global wealth firm unveils private client operation in Ireland
It was a ‘logical step’ for the business in its quest to ‘help more clients globally’
07/20/2021
2Q21 net profit of USD 2.0bn, 19.3% return on CET1 capital
07/20/2021
EFG International: Gold and Basel III
Many commentators believe that the price of gold will soon rise due to the implementation of new rules on banks’ capital requirements under Basel III.
07/20/2021
Blacktower to expand into UAE and Switzerland
As advice giant gears up to unveil its own investment proposition
07/20/2021
Syz launches family office with its ex-PB head
Syz holds a minority stake in the multi-family office in the Bahamas.
07/20/2021
Technologies such as robotic process automation (RPA), process mining, conversational AI, and automated decision-making can deliver real outcome improvements.
07/20/2021
This will include bolstering its intergenerational advisory and wealth planning capabilities.