02/15/2023
Succession makes first acquisition since Aviva takeover
Acquired firm G+E Wealth Management has one office in York and two in Leeds.
Wealth and Asset Management
02/15/2023
Huntington Private Bank wins best firm culture from Private Asset Management Awards
Huntington Private Bank won the culture category for medium- to small-size firms.
02/15/2023
Kingswood launches Aim IHT and ISA portfolio service
As RBC Wealth Management finds inheritance tax planning is top concern for HNW Brits
02/15/2023
At Goldman Sachs Asset Management, a Fixed-Income Shake-Up Was by Design
Samuel Finkelstein is stepping down as global head and CIO of fixed income and liquidity solutions at GSAM.
02/15/2023
Rathbones Take Home Gold Again at Prestigious Citywealth IFC Awards
It is the third time in a row, and the sixth time over the last ten years that Rathbones has won Investment Management Company of the Year at the leading industry awards.
02/15/2023
SJP advisers owe company average of £111k each
The company's own website states there are 4,693 advisers within its network, and so dividing that figure by the total debt gets the £111,000 average figure.
02/15/2023
Private Banks on Growth Drive in India
Private banks like Julius Baer are ramping up expansion efforts onshore with plans to triple assets and double the number of relationship managers as well as clients, as part of a five-year transformation strategy in India.
02/15/2023
Mashreq Private Banking: The ideal partner for a seamless wealth journey
Strong global presence allows institution to provide best-in-class banking experiences
02/15/2023
White & Case advises Fluxys on acquisition of Macquarie Asset Management stake in Open Grid Europe
The closing of the transaction is expected by the end of March 2023 upon approval from the relevant regulatory authorities and other customary closing conditions.
02/15/2023
Wealth resurgence offers opportunities
Banks in the UAE rush to take advantage of a booming market in private wealth
02/14/2023
Julius Baer: «Intelligence Has Little to Do With Returns»
This contrasts with the traditional approach of making steady returns through long-term, diversified portfolios that rely on delegation to experts.
02/14/2023
Six UBS Private Wealth Advisor Teams in the Southeast Market Named to the Forbes Best-In-State Wealth Management Teams List
The six Private Wealth teams were recognized as some of the best wealth Management Teams in Georgia, Tennessee and Louisiana
02/14/2023
The Markets' Head Has Turned
For some months, the bond market preferred to price the Fed funds rate peaking somewhere near 5% and the Fed then cutting the rates through much of the second half of the year.
02/14/2023
AIG Announces Plans to Form Independent Managing General Agency to Serve High Net Worth and Ultra High Net Worth Markets
Business to be Rebranded as Private Client Select Insurance Services (PCS)
02/14/2023
Four from IQ-EQ in Private Client Global Elite directory
The four experienced professionals from IQ-EQ who’ve made the list this year
02/14/2023
Planning during times of uncertainty is key to successful financial control says Belfast wealth management firm
Belfast-based Finlay Wealth Management marks its busiest year as clients seeking advice during economic uncertainty increase
02/14/2023
Chanel owners in fray to back Rothschild & Co’s private listing bid
Last week, Rothschild’s holding company Concordia revealed the offer price for around 61% of stock of Rothschild & Co.
02/14/2023
VP Bank Expands its German Business
Germany is the largest private banking market in Europe and for several years has been an important target market for Liechtenstein's VP Bank.
02/14/2023
Credit Suisse and Taurus enter into strategic partnership
Credit Suisse is entering into a strategic partnership with Taurus, the leading digital asset infrastructure provider for financial institutions in Europe.
02/14/2023
Pictet expands thematics range with regenerative economy fund
The new strategy will allocate to companies supporting a more sustainable consumption of natural resources.