Managers of Wealth

Guernsey Finance appoints dedicated representative for the north of England

His role as Northern England Representative will see him act as a business ambassador for Guernsey to further the island’s presence and reputation in the region.

Cantonal banks were the winners of the interest rate turnaround

They were able to increase their margin by 25 basis points to the current 1,43 percent, an increase of 21 percent.

Has Swiss-Based Asset Manager Ceased Operations?

The Geneva-based asset manager Decisive Capital Management appears to have ceased operations.

JM Finn targets ‘disenfranchised’ wealth managers after record year

Business is booming at the wealth firm and it believes the time is ripe to poach teams disaffected by the consolidation sweeping through the sector.

EFG International Shares Jump on Julius Baer Deal Speculation

The private bank’s share rose as much as 10% and were halted earlier on Thursday due to excessive volatility

UHNWIs Increasingly Prefer Family Offices Over Wealth Managers

Family offices, however, are much freer in those kinds of respects

HSBC to Add Three Wealth Centers in Singapore

The centers will serve clients across the full wealth spectrum from the mass market to ultra-high net worth individuals.

Quilter advice network welcomes four new AR firms

The firm is based in Northamptonshire and provides financial planning to both corporate and private clients.

Succession Wealth moves into UHNW space with acquisition of London Wall Partners

This acquisition significantly enhances our independent financial advice offering

FNZ losses grow but Durham insists it will return to profit in 2025

In its accounts for the year ending 2023, the business posted a loss of $550.2m, up from $318.2m in 2022.

Worcester-based financial management firm acquired by MPA

This final acquisition comes as outgoing SWP Partner Gary Cowley commences his retirement, having sold his remaining 50% stake in the business to MPA.

Citi Launches HNW Debit Card in Hong Kong

Cardholders are entitled to various benefits including travel and lifestyle concierge services, access to over 1,300 airport lounges globally and complimentary golf rounds.

Oakglen Wealth-managed Libero funds going live

Oakglen has also been chosen by Blacktower to manage its new portfolio management service.

CREDIT AGRICOLE SA: Indosuez Wealth Management, a subsidiary of Crédit Agricole S.A., finalises the acquisition of Degroof Petercam

It strengthens Crédit Agricole's presence in Belgium and will generate significant synergies with its various business lines.

Flossbach von Storch collaborates with major French bank

The cooperation will also include other services, such as fund accounting.

Brookfield Asset Management mulls Tritax Eurobox takeover

Investing across Europe, Tritax Eurobox manages properties in Spain, Belgium and Germany.

A positive month for investors as wealth managers remain unfazed by election year

Equity sector positioning was key with technology outperforming while property, energy and oil stocks all disappointed.

Wealth Enhancement Group Announces the Addition of Gavin Financial Group, an Independent RIA with Over $658 Million in Client Assets

This partnership marks Wealth Enhancement Group's first location in Michigan and brings the firm's total client assets to more than $82.1 billion.

UBS completes merger of UBS AG and Credit Suisse AG

The merger facilitates the migration of clients and operations from Credit Suisse to integrated UBS platforms over time, following business, client- and product-specific requirements.

Citizens grows its private wealth ambitions in Boston

Citizens Financial Group has added a top advisor with nearly $1B in assets from JPMorgan, along with another key hire for its Boston office.

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Wealth and Asset Management