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.
Wealth and Asset Management
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
10/02/2024
Asset managers expect new consolidation push
A good 5 percent of survey participants even assume that half of the independent asset managers in this country will disappear
10/02/2024
Citywire Americas International Wealth Management Awards 2024 – Votaciones
The time has come to elect the best bankers and investment advisors in the region. Voting is officially open.
10/02/2024
Wealth management developments in China
Recent legal amendments including stricter taxation measures point to a clear need for sound planning strategies to preserve wealth
10/02/2024
UBS renames Luxembourg arm after Credit Suisse merger
This merger follows UBS’s acquisition of Credit Suisse and is part of the broader consolidation of their fund management operations.
10/02/2024
Why wealthy families are keeping it real
According to the 2024 Aviva Investors study, 64 per cent of institutional investors globally see diversification as a primary reason for allocating to real assets.
10/01/2024
UBS Empowers Female Entrepreneurs with its 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.
10/01/2024
RBC Wealth Management adds new division head with an eye on growth opportunities in the western U.S.
The move to four divisions is a strategic decision to position the firm to take advantage of the tremendous growth opportunities, particularly in the western U.S.
10/01/2024
Understanding after-tax performance & reporting in wealth management
Overlooking these implications can lead to distorted evaluations of investment attractiveness and growth potential.
10/01/2024
Where are wealth holders moving to?
Until recently, there were estimated to be over 60,000 so-called ‘non-doms’ in the UK.
10/01/2024
A three-point plan to build hedge funds into portfolios
Hedge funds can provide returns that are lowly correlated to traditional stocks and bonds.
10/01/2024
Macquarie Asset Management agrees to acquire ZITON, a specialist in offshore wind O&M services, from Permira Credit
The European offshore wind market is currently the largest in the world and it continues to play a key role in securing the region’s energy security and transition.
10/01/2024
UAE-headquartered wealth manager GSB eyes Swiss expansion
Russell Hunter has already been hired from Schroders Private Bank to run Swiss operation once licence approved
10/01/2024
The gold rush continues
We note that central bank gold purchases have fallen since the beginning of June.
10/01/2024
Tavistock sells advice network to Saltus in £38m deal
The deal, first revealed by Citywire in June, will see Tavistock Partners sold to Saltus.
10/01/2024
The importance of experimentation
Adapting to change isn’t easy – it requires a willingness to experiment, get things wrong and reflect honestly about what you need to do to improve.