06/19/2023
IBoss portfolios launched on 7IM platform
The IBoss discretionary MPS consists of 32 risk-rated portfolios across four ranges: core, passive, income, and sustainable.
Wealth and Asset Management
06/19/2023
Evelyn Partners continues London team expansion with Financial Planning Director appointment
Evelyn Partners, the leading integrated wealth management and professional services group, is pleased to announce the appointment of Craig Dowsett as a Financial Planning Director in the firm’s London office.
06/19/2023
Wealth management giant St James's Place signs decade-long deal for new Spinningfields office
St James's Place is a FTSE 100 company
06/19/2023
BlackRock is shaping next-generation leadership and hunting for deals. Here's the latest news on the largest money manager.
Founder-led BlackRock is molding the next generation of management and seeking out deals.
06/16/2023
The Bahamas: A preeminent jurisdiction for your wealth management and structuring plans
The Bahamas is a sovereign archipelagic nation of 700 islands and cays located off the coast of Florida, US.
06/16/2023
Wealthtech Everon makes a move into private banking
There is only a small number of wealthtechs making a splash in the sector or gaining market share. Everon wants to change that.
06/16/2023
Private Banking & Wealth Management London Awards 2023 winners announced
The awards evening saw a great number of financial institutions rewarded for a year of outstanding work.
06/16/2023
Julius Baer's Malhotra: We need to develop our Indian talent bench
The Swiss bank's Rahul Malhotra emphasises the importance of developing local talent, why he wants to tap into the country's Tier-2 cities and non-resident Indian market opportunity.
06/16/2023
Wakefield wealth management firm attracts top talent to fill financial advisor role
A wealth management firm in Wakefield has appointed a new financial advisor, Stephen Luwero, who has worked in investment banking in London and the North of England for over 20 years.
06/16/2023
Lombard Odier onboards high-conviction L/S fund
The group announces tie-up with Janus Henderson to offer access to pan-European equity strategy.
06/16/2023
UBS Plays Good Cop – Bad Cop
It might not sound like much but it is practically a merger of equals when you compare it to what is happening at the group level.
06/16/2023
Credit Suisse bankers eye exit packages as integration with UBS begins
Managing director-level bankers are less likely to ask potential future employers for perks such as guaranteed bonuses if they can walk away from Credit Suisse with a payout.
06/16/2023
Amundi launches euro government-tilted green bond ETF
The ETF is designed to enable investors to shift their core euro government bonds towards a responsible exposure.
06/16/2023
UK wealth exodus: Brexit and non-dom debate ‘driving away the rich’
The UK is set to lose more millionaires than Russia in 2023, new analysis shows
06/16/2023
Lombard Odier and Janus Henderson partner on fund platform
This gives investors access to a focused, big cap fundamental equities long/short strategy with a focus on Europe.
06/15/2023
UBS Eyes Hundreds of CS Private Bankers in Asia
The decision is being driven by global wealth management president Iqbal Khan, who is betting on the region to continue being a key source of profits.
06/15/2023
Ex-CFO of SJP partner firm buys UK wealth manager
Founder will retire from the business following the deal
06/15/2023
Swiss Banking Underestimates Wealth Management Risk
They did this at the same time that Swiss members of parliament have been asking for a doubling of equity requirements
06/15/2023
Odey Asset Management plans funds, staff moves in fight for survival
Several major banks, which provided prime brokerage services, have said they would cut ties with Odey's firm.
06/15/2023
Acquisition of South Dakota Trust Company Establishes JTC as the Leading Independent Provider of Admistration Services to the US Personal Trust Sector
Not only does it bring us greater scale in the US, it also provides significant opportunities to offer our wider private client services to their high net worth and ultra-high net worth family clients.