11/05/2024
Brooks Macdonald acquires CST Wealth Management to continue growth in financial planning
The acquisition adds to Brooks Macdonald’s growing offering in Wales, with the CST team well known to the firm.
Wealth and Asset Management
11/05/2024
Mattioli Woods acquires Stockport-based Cullen Wealth
Mattioli Woods is a diversified wealth and asset management business.
11/05/2024
Allianz X and AlTi Tiedemann Global forge unique joint venture to pioneer UHNW wealth access to private markets alongside Allianz’s balance sheet investments powered by Allianz Global Investors
Through the joint venture, AlTi and AllianzGI will launch a private markets investment program for UHNW clients that will benefit from AllianzGI’s exceptional network and scale.
11/05/2024
Apollo Assets Reach $733 Billion, Boosted by Wealth Clients
Total capital raised from individuals exceeds 2023 inflows
11/05/2024
BNY Closes Acquisition of Archer
The entry into the definitive agreement to acquire Archer was previously announced on September 5, 2024.
11/05/2024
The wealth management partner that helps high earners achieve their full financial potential
Unio exists to meet the needs of people in Ireland who have accumulated wealth, yet they are time poor and are currently under-advised.
11/05/2024
Schroders plc Q3 2024 trading update
In Asset Management, positive net flows in Private Markets were offset by foreign exchange movements and in Solutions, the quarter-on-quarter net outflow continued to reduce.
11/05/2024
LGT extends partnership with the award-winning LGT Young Soloists string ensemble
The ensemble offers highly talented young musicians aged 13 to 25 a unique platform to showcase their skills on stages around the world.
11/05/2024
HSBC reorganisation to give it even greater wealth management focus
A clear winner of HSBC’s shakeup is its wealth management operations and broader wealth strategy says Andrew Haslip
11/04/2024
Stifel to Buy B. Riley Wealth Management Business
B. Riley Financial said on Friday it had agreed to sell a portion its traditional wealth management business to Stifel.
11/04/2024
Why investment bankers struggle to cross-sell wealth management
History shows ‘one bank’ plans rarely work
11/04/2024
Julius Baer UK boss wades into WFH debate: ‘The era of micro-management is over’
The wealth manager has faced numerous headwinds in recent years, but its UK boss says that trust in its people is integral
11/04/2024
BlackRock becomes latest to file for Vanguard-style share class structure
The manager joins a list of more than 30 hoping to adopt the ETF-mutual fund structure that Vanguard invented
11/04/2024
Allianz X and AlTi Tiedemann Global forge unique joint venture to pioneer UHNW wealth access to private markets alongside Allianz’s balance sheet investments powered by Allianz Global Investors
Through the joint venture, AlTi and AllianzGI will launch a private markets investment program for UHNW clients that will benefit from AllianzGI’s exceptional network and scale.
11/04/2024
The wealth management partner that helps high earners achieve their full financial potential
Unio gives peace of mind to clients while helping them unlock confidence in their financial futures
11/04/2024
M&G Real Estate acquires majority stake in European investment manager BauMont
M&G’s With Profits Fund invests €200 million in latest fund
11/04/2024
Quintas Wealth Management and Tynan Dillon Wealth Management combine to launch Xeinadin Financial Services
The combined offices now service more than 1,000 clients, taking care of all their pensions, protection and wealth management requirements.
11/04/2024
Blackstone targets new European markets in global wealth push
Blackstone's wealth products have a minimum investment threshold of $10,000 to $25,000.
11/04/2024
Why ex-HSBC Swiss WM CIO has launched new advisory firm
Belal Khan explains when it’s time for family offices to go CIO shopping.
11/04/2024
'Tweed Wealth Management is a highly acquisitive firm'
Tweed Wealth Management caters to entire generations of families