10/04/2024
CFG Expands in California With New Private Banking Offices and Team
The firm created a Private Banking team full of experienced professionals
Wealth and Asset Management
10/04/2024
Participation notification by BNP Paribas Asset Management
BNP Paribas Asset Management Europe SAS and BNP Paribas Asset Management UK Ltd are investment companies that exercise voting rights on a discretionary basis in the absence of specific instruction
10/04/2024
Pictet Asset Management launches new fixed income strategy
The fund will be managed by Mathieu Magnin, Kyle Kloc and Frédéric Salmon
10/04/2024
Channel Islands stand out in Citywealth Powerwomen Awards 2025 shortlist
Amongst the Channel Islands based companies and those with branches on the Islands
10/04/2024
DFM has £1bn in sight with advice buy
IPS Capital acquires Saffron Walden-based Greenwood Financial Planning for an undisclosed fee.
10/03/2024
Calamos Named 2024 "Alternative Investment Asset Manager of the Year" by WealthManagement.com
This recognition is a testament to our team's ability to navigate an ever-changing financial landscape and provide advisors and investors with strategies that help achieve long-term success.
10/03/2024
Ultra-Rich Families Are Nervous About the $84 Trillion Generational Wealth Transfer
More than half of ultra-wealthy families are concerned about ceding control to an unqualified next generation, a survey found.
10/03/2024
UBS empowers female entrepreneurs with fourth annual Female Founder Award
The award celebrates visionary female founders, co-founders, and C-level executives who are shaping the future of technology and redefining leadership in innovation.
10/03/2024
Europe’s banks should prove resilient, despite falling rates
Falling interest income may lead to less favourable earnings per share (EPS) momentum
10/03/2024
Farrer & Co advises Canaccord Genuity Wealth Management on its acquisition of Cantab Asset Management Ltd
The Farrer & Co team was led by Simon Ward
10/03/2024
Altium Wealth Management, an Associated Practice of Hightower Advisors, Partners With High-Net-Worth Advisor Practice in Boston
Altium Wealth Management joined Hightower in 2022
10/03/2024
LSEG report: AI set to overhaul wealth management
Despite the technological strides, the value of human advisors remains irreplaceable, with the report suggesting a move towards a hybrid advisory model where human expertise complements AI tools.
10/03/2024
Titan Wealth forms Titan Settlement & Custody
This formed part of the group's expansion to provide enhanced client to custody offerings alongside asset management.
10/03/2024
WTW acquires stake in atomos, a leading advice-led wealth manager in UK
WTW’s investment follows a successful strategic alliance since 2022.
10/03/2024
Santander Private Banking Expands Global Presence with First Regional Headquarters in DIFC
This team will serve current clients and extend the bank’s range of bespoke wealth management services to the rapidly growing high-net-worth and ultra-high-net-worth communities across Dubai and the region.
10/03/2024
Jupiter swoops for £800m London funds boutique
UK fund house announces deal for investment unit and institutional assets of Origin Asset Management as it seeks to build scale in emerging markets.
10/03/2024
Brown Advisory and Polar Capital sales veterans form new business
Henry Francklin and Charles Empson have set up fund distribution business Hermod Capital.
10/02/2024
ClearEstate and IG Wealth Management Announce Partnership
IG Wealth Management and ClearEstate partner to provide Canadians with a modern estate planning experience to protect legacies
10/02/2024
Praemium unveils HNW solution for advisers
Praemium said this new offering “sets a new standard for private wealth management” and reinforces its commitment to “delivering excellence and growing significant market share in this segment”.
10/02/2024
Canaccord Genuity completes acquisition of Cantab Asset Management
Investment professionals and support staff at Cantab will keep existing roles