07/12/2024
Modern Wealth Management Acquires C&J Wealth Advisors, Surpasses $4 Billion in AUM
Firm successfully completes its ninth acquisition in the last 14 months to establish its presence in the South and to exceed $4 billion in AUM
Wealth and Asset Management
07/12/2024
Schroder British Opportunities Trust Full Year Results
This follows an increase in the previous year of 3.1% and 12.3% since inception.
07/12/2024
Ken Anderson, Morgan Stanley Wealth Management
Financial Advisor and First Vice President, Morgan Stanley Wealth Management
07/12/2024
Designated private banking boss will not join LLB
Andreas Gerber has agreed not to replace Urs Müller as head of the retail and corporate banking division, which includes private banking Liechtenstein, Switzerland and Germany.
07/12/2024
BCJ Half-year results 2024
These figures reflect the good progress of BCJ's business and suggest a very good financial year for 2024.
07/12/2024
Partners Group reports solid AuM development in H1 and reconfirms full-year fundraising guidance
Partners Group reconfirms its full-year 2024 guidance for total fundraising of USD 20 to 25 billion.
07/12/2024
GAM Strengthens Client Investment Platform with MANCO Transfer to Apex Group
Apex Group is a leading global provider of financial services with over 13,000 employees globally.
07/12/2024
LGT Quarterly report
Q2 2024 market review
07/12/2024
Carey Olsen named Offshore Law Firm of the Year at Chambers High Net Worth Awards 2024
Carey Olsen has been named Offshore Law Firm of the Year at the Chambers High Net Worth Awards for the second year in a row.
07/12/2024
Steady fund flows have bolstered Hong Kong’s asset, wealth hub status, SFC study finds
Hong Kong-domiciled funds saw net fund inflows of HK$33 billion (US$4.2 billion) in the first quarter
07/12/2024
Söderberg & Partners invests in three more IFA firms
In April, Söderberg & Partners announced it had made investments in four IFA firms: Courtney Havers; Bespoke-Advice Ltd; Clear Financial Advice; and Bigmore Associates.
07/11/2024
Global Wealth Report 2024
Wealth is steadily growing throughout the world – albeit at different speeds – with very few exceptions.
07/11/2024
Dynasty Financial Partners Surpasses $100 Billion in Platform Assets
Milestone Achievement Underscores Firm’s Unrelenting Growth, Incomparable Platform, and Superior Service
07/11/2024
$7.8bn Perigon signs on to use Zoe Financial’s digital wealth platform
The Constellation Wealth Capital-backed RIA will place new advisory clients — gained both organically and inorganically — on the Zoe Wealth platform.
07/11/2024
Mergers and acquisitions in wealth management: exploring the key transaction models
The impact of regulatory change, coming on top of an already fragile business model, could accelerate the consolidation of EAM companies over the next three years.
07/11/2024
Wealth Management Association Launches Technology Initiative
Good IT solution is crucial for wealth managers.
07/11/2024
Bridging wealth and sustainability
A curiosity-driven approach which emphasises active listening and understanding helps engage family offices and different generations.
07/11/2024
UBP House View - July 2024
Momentum has been propelled by earnings growth and the “Magnificent 7”
07/11/2024
Listed UK fund groups see more than £2bn wiped from market value
Asset managers have seen share prices decline further since the start of 2024
07/11/2024
Bitcoin ETF launches transform crypto investing: Nickel Digital Asset Management
Its study with organisations already invested in the sector found 77 per cent expect the flow of funds into bitcoin ETFs to increase over the next 12 months with 13 per cent predicting dramatic increases.