10/10/2024
BOS Closes Luxembourg Office, Rejigs Europe Strategy
The bank will continue to cover the UK market via its existing London office.
Wealth and Asset Management
10/10/2024
Money in motion: preserving legacy during generational wealth transfer
Predicting and preparing for the future is one of the most challenging aspects of being a trustee.
10/10/2024
Protecting the legacy of the new generation of wealth generators
A recent Harvard business review article described creators as ‘change agents’, and estimated the creator economy capable of affecting $130billion of purchasing decisions annually.
10/10/2024
UBS tech chief says Credit Suisse integration is on track after test run
Ermotti said in May that any delay to the IT integration would hit the Swiss banking giant's promised cost savings.
10/10/2024
Liontrust blames outflows on Budget 'speculation and uncertainty'
For the three months to September 30, net outflows were £1.1bn, a slight drop from the £1.6bn recorded in the same period in 2023.
10/10/2024
Brooks Macdonald to acquire Lift for £45m
Lift is headquartered in Greater Manchester, with offices in London and Edinburgh.
10/09/2024
Brookfield Oaktree Wealth Solutions Survey Highlights Investor Demand for Alternative Investments and Critical Role of Financial Advisors
New data from “The Alts Institute” provides key insights into the value of alternatives in end investor portfolios
10/09/2024
Clarion Wealth Planning announces management buyout
Now, the management team will acquire a majority stake in Clarion, while Walker will remain i the firm for at least five more years.
10/09/2024
Russell Investments launches evergreen private credit fund
The investment firm has set up a multi-manager solution and is targeting 8% net annualised returns.
10/09/2024
J.P. Morgan Asset Management Enhances Morgan Money with Expanded Access to Diverse Asset Classes
Collaboration with GLMX to offer clients a broader range of money market instruments
10/09/2024
Van Lanschot Kempen partners with Collective Action to strengthen impact proposition
The partnership will strengthen Van Lanschot Kempen’s advisory services
10/09/2024
Titan Wealth Group announces the creation of Titan Settlement & Custody
The newly created division underpins the Titan Wealth Group’s capability in custody and settlement services
10/09/2024
Sustainability Award | Digital Accessibility: A Step Towards More Inclusion
For the sixth time in a row, the HWZ, in collaboration with UBS, is awarding the Sustainability Prize for outstanding bachelor's theses.
10/09/2024
Redefining wealth management: How family offices can lead the charge in responsible investing
Family offices have traditionally been seen as guardians of wealth, focused on preserving and growing assets for future generations.
10/09/2024
BlackRock and J.P. Morgan Back Wealth Management Solutions Provider Dynasty
The company’s offerings include integrated technology, services, turnkey asset management program, digital lead generation services, capital solutions and investment bank
10/09/2024
BOS sees rising ‘non-dom’ flows from UK to Singapore
Non-dom describes a UK resident whose permanent home – or domicile – for tax purposes is outside the UK.
10/08/2024
Northern Trust AM to Grow Fixed Income in EMEA
As a result, in April this year Northern Trust Asset Management announced that Christian Roth has been hired as chief investment officer of global fixed income.
10/08/2024
LPL Financial Welcomes Morristown Wealth Management
They reported having served approximately $340 million in advisory and retirement plan assets* and join LPL from Raymond James Financial Services.
10/08/2024
Wealth Management Industry Awards: On the Red Carpet with Peter Nolan
At the 10th Annual Wealth Management Industry Awards, Peter Nolan, EVP, Strategic Sales & Partnerships, Pontera discusses how his firm allows advisors to provide their clients with integrated advice
10/08/2024
Brooks Macdonald Group to acquire UK chartered financial planner LIFT for £45m
As at 31 December 2023, assets under advice were c. £1.6bn