07/07/2023
Cerity Partners Adds UHNW Firm in New York
AJ Wealth was advised on the transaction by Park Sutton Advisors, which manages assets totaling $65 billion, Cerity said.
Wealth and Asset Management
07/07/2023
Quintet selects BlackRock to extend investment capabilities
This will extend Quintet’s investment capabilities, significantly strengthening its ability to meet the long-term needs of its clients while retaining full control of all its investment decision-making.
07/07/2023
Wealth Enhancement Group Expands by Adding Ryan Financial, Inc., a Hybrid RIA with Over $200 Million in Client Assets
The Addition of Ryan Financial, Inc. Increases Wealth Enhancement Group's Presence in Denver, Colorado
07/07/2023
UBS Wealth Chief Underlines Focus on Fresh Assets
Khan hosted events in the two top Asia hubs for hundreds of UBS and Credit Suisse wealth staff.
07/07/2023
ARC: Riskier wealth portfolios rebound as rate hike fears hit gilts
Gains from June portfolio rebounds were dented by sterling strength, according to Asset Risk Consultants.
07/07/2023
Seven Wins at the WealthBriefingAsia Awards 2023
BNP Paribas Wealth Management has won seven awards at the WealthbriefingAsia and WealthBriefing Greater China Awards 2023, in recognition of its achievements in delivering innovative and quality wealth management solutions.
07/07/2023
Quilter partners with charity to improve diversity in advice sector
Firm wants to encourage young people from ‘disadvantageous backgrounds’ to pursue their desired career path
07/07/2023
Liontrust shareholders approve proposed acquisition of GAM
Together with the announcement that GAM has entered into definitive agreements with Carne Group to sell its third-party fund management services businesses, this demonstrates good progress in achieving the conditions outlined in the Liontrust Offer.
07/06/2023
SJP to roll out virtual reality to help advisers with vulnerable clients
The first in the series is a 360-degrees film, showcasing an older man who is in the early stages of cognitive decline following bereavement.
07/06/2023
Butterfield shortlisted for Trust Company of the Year
This year’s Awards saw a record number of 343 submissions.
07/06/2023
Man Group to acquire Varagon Capital Partners
The transaction is subject to regulatory approvals and is expected to complete in Q3 2023.
07/06/2023
Lombard Odier strengthens its Swiss-German presence by opening a new office in Zug and hiring a strong team of experienced bankers
With the recruitment of several senior bankers and assistants and the opening of an office in Zug, the bank is pursuing an important step in its Swiss domestic growth strategy and underlining its commitment to local market presence and client proximity.
07/06/2023
Credit Suisse Rescuers are on a Justification Tour
The SNB wasn't there to rescue a bank, but to prevent a contagion of the entire financial system, Maechler said. Injecting more money into the bank wouldn't have been effective without structural changes at Credit Suisse.
07/06/2023
FNZ to make 1,000 redundancies globally
The job cuts will affect around 15% of the software giant’s global workforce.
07/06/2023
Raymond James CEO promises Charles Stanley wealth managers ‘freedom’
Charles Stanley wealth managers will eventually be given access to various affiliation models, which Raymond James’ CEO Paul Reilly believes will keep staff attrition low.
07/06/2023
Crestbridge Business Development professional recognised in Citywealth awards
Now in their eighth year, the Awards recognise the best brands across the private wealth landscape and champion the individuals and teams driving positive change and demonstrating best practice across the marketing, business development, public relations
07/06/2023
Withers a big winner at WeathBriefingAsia Wealth For Good Awards 2023
As global interest in sustainability, ethical and governance issues and impact investing increases, Withers remains committed to supporting businesses and families in achieving their ambitions to drive positive, meaningful change.
07/06/2023
The Quilter Foundation joins forces with social mobility charity The Brokerage
Following an extensive consultation process including Quilter colleagues and an interview panel, The Brokerage was selected as a Quilter Foundation employment partner in recognition of its extensive experience and impressive track record in its field.
07/06/2023
UBS plans strategic partnership with Swiss fintech Numarics
Together with Numarics, UBS is making everyday life easier for SMEs with digital solutions and is taking the next step towards a fully integrated ecosystem for corporate clients in Switzerland.
07/05/2023
Coutts joins the Wokerati
Even Coutts has joined the Woke blob.