05/12/2023
Domani Wealth joins Savant Wealth Management
Company will maintain it Berks location
Wealth and Asset Management
05/12/2023
Schroders boss: Asset management must ‘come to the party and embrace risk’ to revive London markets
His comments come amid a period of soul-searching in the Square Mile as regulators and officials scramble to revive London’s listing market after a number of firms seemed to ditch the capital in favour of New York.
05/12/2023
Outflows Stopped at Credit Suisse, UBS CEO Says
The situation at Credit Suisse has stabilized and outflows from the bank had been halted
05/12/2023
The battle of the bulls and bears -Monthly Udpate
There’s currently an important difference of opinion among investors about where markets might go next. And we believe caution is key until it’s resolved.
05/12/2023
Perspective completes four deals amid “biggest ever” M&A pipeline
Perspective, which received backing from CBPE Capital in 2020, has established itself as one of the major consolidators in an ongoing wave of M&A activity in the UK’s wealth management sector.
05/11/2023
Morgan Stanley Wealth Management Pulse Survey Reveals Investors Bullish on Artificial Intelligence as Financial Advisor Tool
Wide majority believe AI will be an investing and trading game changer and will help Financial Advisors better serve clients
05/11/2023
Blackstone, Apollo were among about 20 bidders for SVB's assets
The bids, which closed on March 10, were followed by First Citizens BancShares purchasing all the loans and deposits of SVB later that month
05/11/2023
UBS Sees Problematic High-Risk Lending in Asia at Credit Suisse
The lending relationships prompting concerns are ostensibly in higher-risk markets such as Indonesia, Vietnam, Malaysia, and India, and these assets could either be run off or disposed of.
05/11/2023
Endowus Wealth Insights Report 2023: Over 60% of Singaporeans have investing experience, yet more than half still invest emotionally
Inflation and the increase in the cost of goods and services (86%) remain the biggest financial concern in 2023
05/11/2023
Evelyn Partners joins with Flagstone to give clients access to platform offering multiple deposit accounts
The platform allows clients to keep up with the top interest rates and spread their money across several accounts
05/11/2023
Hurst Point Group acquires independent wealth management and corporate solutions practice Helm Godfrey
This acquisition will further the Group’s ambition to become a truly national wealth management business
05/11/2023
The best family law barristers for high-net-worth clients in 2023
Welcome to the Spear’s ranking of the best family law barristers for high-net-worth individuals in the UK
05/11/2023
Double Acquisition Establishes Northern Ireland Presence for Wren Sterling alongside further North-West Expansion
The two firms comprise seven financial advisers between them and serve clients across Northern Ireland in the private client and corporate client markets.
05/11/2023
Accuro goes live with Objectway’s Investment Management Service Solution for private clients
Accuro relies on Objectway to enhance their tailor-made and transparent approach to clients’ needs and portfolios, supported by a sustainable and personalised digital service and investment experience built on Objectway Platform.
05/11/2023
Pictet Paints Picture of a Slowing China
It also comes with a number of surprising forecasts.
05/11/2023
GAM Takeover Under Review
This condition makes the offer unfair to GAM shareholders.
05/11/2023
Ashton Thomas Private Wealth expands with Goldman Sachs Advisors Solutions as a custody provider to help serve Wealth Managers
Ashton Thomas launched its GSAS experience for advisors using the enterprise wealth management platform of spinoff fintech provider, Amplify Technology.
05/10/2023
Liquidation-hit wealth manager under investigation
UK lifeboat scheme is now accepting claims against the company
05/10/2023
Expanded Wealth Management Connect Scheme on the Cards
Under the revamped scheme, mainland investors would be allowed to buy global equity products directly.
05/10/2023
OCBC records 44% increase in Q1 profit
The Singapore bank registered a 33% rise in wealth management income this quarter compared to the previous, with AUM standing at S$270bn.