07/22/2022
Second half funds: Nine wealth managers' top plays
Nine readers tell us which funds are high up on their second half hit lists.
Wealth and Asset Management
07/22/2022
Accountancy group to target small wealth management firms after securing funding
The wealth management market is particularly ripe for dealmaking, with the level of fragmentation and huge number of small independent firms leading to predictions that the sector could be set for at least ten years of consolidation.
07/22/2022
Close Brothers records "solid" performance as loan book grows 5%
The merchant bank said its Banking division performed "strongly" in the 11 months of the financial year that ends July 31
07/22/2022
BTG Pactual to open int’l platform to new client segment
The international product platform will be connected to the BTG Pactual app that will allow clients to check both their onshore and offshore accounts so they can see all their investments.
07/22/2022
UBS and Credit Suisse Overshadowed by Smaller Rival
After two record years in 2020 and 2021, the potential for disappointment is large
07/21/2022
Leonteq publishes half-year 2022 results
Through its investments in key initiatives over the past few years, Leonteq has created a solid and diversified foundation for the company to build on.
07/21/2022
Wealth advice and income protection
Getting clients to see the need is always the challenge, but where there is a need, any great adviser will put an IP policy in place
07/21/2022
Lauren Kinch and Andrew Baumgartner Join UBS Private Wealth Management in San Francisco
They join the firm from BNY Mellon Wealth Management where they spent the last five years advising clients and helping develop the firm’s wealth management platform offering.
07/21/2022
Strategic Capital Advisers to Join Focus Partner Transform Wealth, Strengthening Transform's Capabilities and Presence in Colorado
This partnership will enable us to leverage Transform Wealth's resources, intellectual expertise and deep bench of talent to enhance our strengths and continue to deliver highly personalized client service for many years to come.
07/21/2022
EFG Record underlying net profit of CHF 115 million
A high level of uncertainty persists.
07/21/2022
Credit Suisse Mexico and Actinver sign strategic alliance agreement
This is in line with Credit Suisse Wealth Management’s strategy to strengthen and simplify its offering in priority growth markets, including through strategic alliances.
07/21/2022
Sedulo planning for expansion in wealth management following £2.85m funding deal
Originally founded in Manchester in 2009 as an accountancy firm, Sedulo aspires to be a one-stop-shop in the provision of professional services to SME clients.
07/21/2022
Prashant Bhayani on China Tech: «It's a ‘Show Me’ Market»
People need to see the details so they can estimate the earnings impact.
07/21/2022
Wealth manager Saltus snaps up London IFA
Saltus has bought London-based Higgins Fairbairn Advisory, its third acquisition in less than a year.
07/21/2022
Private equity - investing in uncertain times
Alternative investments - which include hedge funds and various types of private assets - are the right choice in the face of uncertainty.
07/21/2022
Brewin Dolphin: Q3 22 Quarterly Trading Update
Financial planning income grew 5.6% to £11.3m (Q3 2021: £10.7m), driven by demand for ongoing financial planning advice.
07/21/2022
AJ Bell platform assets drop amid adverse market conditions
FTSE loses 6% in three months to June
07/20/2022
Arbuthnot Banking Group Unaudited results for the six months to 30 June 2022
Profit before tax increased 11% to £3.4m (30 June 2021: £3.0m)
07/20/2022
FNZ acquires Swiss private banking technology company New Access to open up wealth together
The acquisition represents a further investment by FNZ in the growing private banking sector and will increase its presence in the cross-border wealth centers of Switzerland, Liechtenstein and Luxembourg.
07/20/2022
Vontobel Changes Course in Asia
The private clients booked in Hong Kong are currently being informed of the development.