05/22/2023
UK wealth manager snaps up Sipp firm
As the company looks to expand its offering
Wealth and Asset Management
05/19/2023
Chase Buchanan Wealth Management Launches Specialist Expat LTA Advisory Service With Pensions Expert Malcolm McDowell
Global Private Wealth Management firm, Chase Buchanan, has launched a specialist LTA advisory service with pensions expert Malcolm McDowell, supporting clients with the changing UK tax legislation.
05/19/2023
PIMFA delighted to have been named as one of the Best small places to work in the UK by the sunday times
PIMFA staff said the company cared about diversity and inclusion with 96% of staff responding positively to this question.
05/19/2023
Mercia Asset Management : Loan will help fast-growing law firm to continue its expansion
The funding will provide additional working capital to enable it to recruit new lawyers at all levels, expand its range of services and strengthen its operations and financial team.
05/19/2023
How a Swiss bank makes history in Italy
It also owns PKB Private Bank , founded in 1958 and now based in Lugano
05/19/2023
How Lombard lending helps wealth management clients stay invested with flexible financing solutions
HSBC’s Wealth Portfolio Lending service enables clients to borrow against the value of their existing investment portfolio
05/19/2023
‘Don't patronize them’: How Julius Baer is appealing to next gen UK clients
David Durlacher says that despite Julius Baer’s century-old history, the firm is prioritizing the next generation of investors, looking for authenticity over tradition.
05/18/2023
Credit Suisse’s Philippines Head Joins Top Conglomerate
Credit Suisse Philippines country manager Mark Robert Uy is leaving the bank to join Ayala Corp. in August
05/18/2023
Pacific Asset Management MPS risk-rated by Leading Providers
When partnering with advisers, PAM designs and manages an investment proposition that’s tailored to a firm’s specific needs.
05/18/2023
UBS’ $5b Credit Suisse buy changes Australia’s wealth game
UBS exited Australian wealth management less than a decade ago
05/18/2023
Meet Ireland’s new disruptive wealth manager
Unio has entered the Irish wealth management space with €14bn in assets at launch and aims to disrupt the market with its international investment offering.
05/18/2023
Why has Scotland become an attractive hub for advice firms?
It is ‘often the obvious next move’ for companies looking to expand
05/18/2023
Investec sees resilient growth despite tough markets
These were underpinned by client acquisition and increased client activity.
05/18/2023
Mediobanca further develops its advisory business through strategic investment in Arma Partners
Under the terms of the agreement Mediobanca will acquire Arma to create a leading Digital Economy franchise within the CIB Division.
05/18/2023
Wealth transfer planning: Branching out, building up, giving back
Beyond the emotional concerns, these transfers entail, tax, legal and a host of other issues come into play.
05/18/2023
CS Berner loses to competition from Liechtenstein
The departures at CS Bern also draw attention to the fact that the banking center there is small and family-like and entire teams rarely change employers.
05/17/2023
Ask CIO – Alternatives, equities, and fixed income
Governments are investing heavily to boost security and self-sufficiency in a number of areas, inflation is likely to stay relatively high, and economic growth prospects are mixed.
05/17/2023
Ropes & Gray Spins Off Wealth Management Business, Related Legal Practice
This excellent cultural and strategic match enables us to enrich our wealth management offerings.
05/17/2023
Third Financial and Wealth Dynamix Team Up on Client Lifecycle Integration
The partnership with Wealth Dynamix is the latest example of Third’s efforts to help wealth managers and financial advisors simplify and scale their businesses.
05/17/2023
Pictet bets on the return of the 60/40 portfolio
Investment grade bonds and Treasuries could offer attractive opportunities due to the rise in interest rates.