08/04/2022
Forbes Announces Seventh Annual List Of Top Next-Gen Wealth Advisors
This year’s list includes 100 advisors, and its ranking of Best-In-State Next-Gen Advisors.
Wealth and Asset Management
08/04/2022
Pictet: No Place in Private Banking for Crypto
While a growing number of private banks are offering crypto to wealthy clients including Julius Baer, LGT, Goldman Sachs and more, Pictet believes that adoption at this point in time might be premature.
08/04/2022
Oak Wealth Management Announces Recent Acquisition During Season of Growth
The acquisition comes as part of a large growth strategy for OWM, an investment management and financial planning practice based in Walnut Creek, California.
08/04/2022
Continuum boss: 'We want to bring wealth management to everybody'
Managing director of M&G Wealth, David Montgomery, echoed similar plans.
08/04/2022
Coutts London Prime Property Index Q2 2021
We’re seeing several signs that London’s prime property market is getting back on form.
08/04/2022
Apex Group closes transformative acquisition of Sanne
The addition of Sanne brings another 2,500 people into the Group and adds six new locations in Denmark, Japan, Serbia, South Africa, Spain and Sweden.
08/03/2022
Mercer Advisors Acquires Mallard Advisors, LLC
Acquisition of Mallard Advisors, LLC Expands Mercer Advisors' Northeast Presence
08/03/2022
J.P. Morgan Private Bank adds two billion-dollar advisor team to its Chicago business
These new hires are tremendous additions to the team and terrific examples of our commitment to hiring the most client-focused advisors in the industry.
08/03/2022
Waverton funds awarded higher ratings
The ratings are designed to help investors distinguish funds that have superior performance in terms of stock picking, consistency and risk control.
08/03/2022
Barclays Hunts for Private Banking Deals Amid Singapore Rebuild
British lender seeking to hire, buy assets from other firms
08/03/2022
M&G snaps up IFA Continuum in latest advice deal
Plymouth-based IFA
08/03/2022
Societe Generale: Second quarter 2022 earnings
Q2 2022 concluded two years of intense and disciplined execution of our various strategic projects.
08/03/2022
Saltus attracts investment from Preservation Capital Partners
The Investment will support Saltus's ambition to become the leading force in UK wealth management
08/03/2022
GAM Holding AG announces first half 2022 results
Total expenses of CHF 109.5 million, down from CHF 120.6 million in the first half of 2021.
08/03/2022
Who's Afraid of the Big Bad inflation? View from the fixed income desk
Q2 numbers have been strong on the top line but we are certainly seeing margin pressure. Consumer sentiment has taken a hit, and we have yet to see that flow through to economic activity, or company results.
08/03/2022
Valartis with profit jump – thanks to the ruble
That is significantly more than the 4.8 million francs achieved in the first six months of the previous year.
08/03/2022
Why Crédit Agricole’s ex-IAM head launched his own Geneva WM
Jean-Pierre Lagane heads Coges Corraterie Gestion, which is owned by the Eric Sturdza Group.
08/03/2022
DIFC unveils private wealth centre
To help UHNWs across the Middle East with succession planning
08/03/2022
More interest-rate increases ahead
The extraordinary recent Federal Reserve action on interest rates, with more expected before the end of the year, is an attempt to quell rising inflation.
08/03/2022
Chambers ranking for Guernsey private wealth team
The guide is described as a ‘one-stop shop’ for ranking lawyers and firms in private wealth services, recommending only the best providers to high-net-worth individuals.