07/22/2021
AJ Bell hits £70bn assets mark for first time
The advised platform achieved net inflows of £1.1bn in the quarter, up 57% on the prior year figure of £700m.
Wealth and Asset Management
07/22/2021
Leonteq Posts Record High First-Half Profits
In the first half of 2020 Leonteq was hit hard by the coronavirus pandemic, resulting in its meager profit.
07/22/2021
Swiss Private Banks Find Secret Ingredient
One Swiss wealth management bank after the other has posted well to very good half-year results in the past few days.
07/22/2021
Trillions of dollars at stake: don’t overlook the Great Wealth Transfer
The generation that is inheriting the world’s wealth has grown up in an environment where social media spotlights
07/22/2021
Bank of Ireland acquires wealth management services provider Davy
Bank of Ireland will also pay for such excess cash, due to be finalised at completion, which will be largely comprised of the proceeds from these disposals, currently estimated to be c.€125 million.
07/22/2021
The Future of Private Market Investing Finds Broader Access, Secondary Market Activity and Increased Liquidity Key for Growth
Private Markets Evolving to Meet Market Demands, Becoming More Mainstream
07/22/2021
JPMorgan to give all wealth clients access to crypto funds - Business Insider
Its advisers are allowed to execute only "unsolicited" crypto trades, Business Insider said, adding that advisors cannot recommend products but only buy and sell on behalf of clients' request.
07/21/2021
Stonehage Fleming swoops on £1bn private client business
Maitland’s Private Client Services business will bring further scale to Stonehage Fleming
07/21/2021
Wealth management industry leads way with AI technologies
Technologies such as robotic process automation (RPA), process mining, conversational AI, and automated decision-making can deliver real outcome improvements.
07/21/2021
IQ-EQ up for two awards at the Drawdown Awards 2021
This includes the launch of IQ-EQ Compass- our integrated ESG - service offering that helps our clients build sustainable value and reputational resilience.
07/21/2021
EFG net profit triples
The bank also substantially de-risked its legacy life insurance portfolio.
07/21/2021
Four-fold success for Crestbridge Family Office Services
Winners of the Awards will be selected through an online voting process and by an independent panel of professionals in the private wealth management sector and announced at a ceremony in November.
07/21/2021
Wealth manager looks to IFA acquisitions for growth strategy
The company was founded by Goldman Sachs former partner Charlotte Ransom along with former managing director at JP Morgan, Thomas Salter.
07/21/2021
Julius Baer Benefits from Strong First Half
Following a record-high net profit in the first half of the year, we are entering the second half from a position of strength: fully focused on delivering on our strategy and prepared to capitalise on our position as employer of choice and to capture gro
07/21/2021
Julius Baer to develop real estate offering as part of Swiss market strategy
It will extend its current offering from mortgage financing to the entire life cycle of real estate, including advisory, brokerage, financing and structuring, as well as related services such as investment management, valuation and specialised property ma
07/21/2021
Close Brothers snaps up Surrey IFA with £300m assets
Close Brothers Asset Management has acquired Surrey-based IFA PMN Financial Management in a deal which will add £300m of assets to the investment firm.
07/21/2021
ZEDRA shortlisted for the STEP Private Client Awards
The awards ceremony takes place virtually in September
07/21/2021
Leading independent advisory firms announce strategic merger
Leading independent advisory firms Mariner Wealth Advisors and AdvicePeriod announce strategic merger to build a dominant client-centric, technology-enabled, fiduciary service provider of the future.
07/21/2021
Yacht or not – it’s back! Cowes Week 2021
We explain how ZEDRA’s management and crewing services can support your seafaring ambitions.
07/21/2021
SIX expands international custody services reach to the US
Following the successful formation of SIX SIS USA Inc. and with the opening of its US office, SIX takes a major step forward in its international growth strategy.