03/14/2023
Goldwater Launches One-Stop Wealth Service
Leveraging technology and flexible mandates, the firm will formulate personalized trust solutions that cover personal and family protection, retirement planning and long-term asset arrangements.
Wealth and Asset Management
03/14/2023
IQ-EQ wins ‘Best Fund Administrator’ at the Private Equity Wire 2023 European Awards
Winners were announced at an exclusive ceremony and networking event at the Reform Club in London on 8 March 2023, where senior leaders from IQ-EQ were in attendance.
03/13/2023
The Great Wealth Transfer Will Radically Change Financial Services
This will drastically shake up the financial services industry as players jockey for position with beneficiaries.
03/13/2023
How Wells Fargo lost a $1.9B team to Private Wealth Asset Management
Zac Ritchey was tired of all the promises he couldn't keep to his ultrawealthy clients at Wells Fargo.
03/13/2023
First Republic Bank Strengthens and Diversifies Liquidity
Capital and Liquidity Remain Very Strong
03/13/2023
HSBC acquires Silicon Valley Bank UK Limited
Strategic acquisition to strengthen HSBC’s banking franchise in UK
03/13/2023
Saxo UK teams up with Moneyfarm to launch mutual fund portfolios for M&G Wealth &me customers
Moneyfarm developed the bespoke investment app, created the new &me branding and proposition, from concept, design to completion.
03/13/2023
JM Finn unveils regional hub in York
Yorkshire team relocated from Leeds
03/13/2023
Credit Suisse's Michael Marr: «A Hunger for Private Equity in Australia»
Not unlike its peers, Credit Suisse has observed demand for the asset class across Asia Pacific.
03/13/2023
Silver win for Deloitte Director at the Citywealth Powerwomen Awards
The awards ceremony, which was held on 1st March in London, recognises female professionals in the wealth management industry who have demonstrated outstanding achievements in their field.
03/10/2023
Regionality and sustainable growth lead to a very successful business year
With a share of 76% of the overall success, the interest business represents the most important pillar of earnings for the Clientis banks.
03/10/2023
Perth Mint: A Gold Doping Scandal Unravels
As part of an accepted practice of allowing a fraction of non-gold components, the refinery claims that it had met the industry standard of 99.992 percent purity, which is below the SGE’s own standard of 99.996 percent.
03/10/2023
Hampden & Co in first-of-its-kind £2bn private finance pilot to help landowners restore woodlands
The private finance investment pilot is aiming to mobilise up to £2 billion in landscape scale restoration of native woodland.
03/10/2023
Credit Suisse shares hit rock bottom due to annual report delay
Credit Suisse's stock price has hit an all-time low after the investment bank delayed its annual report.
03/10/2023
UK wealth portfolios flounder as FTSE reaches record high
All four of Asset Risk Consultants’ Private Client Indices (PCIs) saw moderate losses during the month, according to estimates published last week.
03/10/2023
Aegon snubs UK platform sale speculation
Aegon bought L&G-owned platform Cofunds for £140m in 2017, becoming the biggest platform provider in the UK.
03/10/2023
Zurich private bank publishes climate scores for its managed assets
Globalance’s greenhouse gas emissions were found to be 60% lower than the comparative values of the MSCI World benchmark.
03/10/2023
Masttro Secures $43 Million Growth Equity Investment Led By FTV Capital
Investment will expand Masttro’s global reach as leading software platform serving high-net worth ecosystem
03/10/2023
Special Committee Of Canaccord Genuity Group Inc. Responds To Shareholder Meeting Requisition
The Board established the Special Committee in August 2022
03/09/2023
UBS : Quarterly private markets update
They currently favor strategies that can take advantage of price dislocations, like secondaries.