04/01/2022
Investment managers with a global portfolio of funds are choosing Guernsey to migrate away from other financial service locations and Guernsey firms to provide a full suite of administration services to these migrated businesses.
04/01/2022
Hightower takes stake in $2.7bn RIA
The $2.7 billion firm in Purchase, N.Y., delivers consulting and advisory services for high and ultra-high-net-worth clients, incorporating a proprietary direct indexing solution and tax-advantaged portfolio management. Altium's tax-aware solutions w
03/31/2022
Embedded Wealth: Who Owns the Client?
In order for wealth managers to achieve their goal of adapting their services more toward clients’ needs, they are going to need to collaborate with other fintechs and third parties via the use of application programming interfaces (APIs).
03/31/2022
Private equity fund Bain Capital edges out other global rivals to buy a 25% stake in IIFL Wealth. GA Atlantic and Fairfax are the selling shareholders.
03/31/2022
Wealth management firm expands #
Team members Laura Powers, lead adviser, and Kyle Dempster, associate adviser, both residents of the Little Falls area, will represent the Strategic team in this new location.
03/31/2022
The alliance comes as more businesses begin to adopt the ESG reporting standards set by the Sustainability Accounting Standards Board (SASB) following its launch at COP26.
03/31/2022
RBC Wealth Management (Jersey) Holdings Limited, a wholly owned subsidiary of RBC, has published a Rule 2.7 announcement in the UK under the City Code on Takeovers and Mergers
03/31/2022
That’s a stark contrast to the United Nations description of systemic human rights violations, including torture, forced sterilization and separating children from parents.
03/31/2022
Holloway Wealth Management joins wealth adviser
"We are excited to have Holloway join the ARS family," said Tony Anderson, CEO of ARS Wealth.
03/31/2022
LGT Group completed the final stage of the acquisition by buying the remaining equity held by the executive partners of the firm.
03/31/2022
The award distinguishes REYL Intesa Sanpaolo from its peers, and rewards the constant achievements and innovation at the Group.
03/31/2022
The WealthBriefing Awards are recognised industry-wide for the independence of their judging process, and the judges steeped the highest praise upon Bordier UK this year.
03/31/2022
The WealthBriefing European Awards are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.
03/31/2022
Sarasin Bread Street will add proven private markets investment and product structuring capability to Sarasin & Partners’ award-winning asset and wealth management platform, providing clients with improved access to a broad range of private asse
03/31/2022
Artorius Wealth wins prestigeous award
Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges.
03/31/2022
Lombard Odier wins two awards
These awards confirm our position as a wealth manager of choice.
03/31/2022
A strong performance, driven by dynamic commercial activities
03/31/2022
Highvern Completes Acquisition
The acquisition brings Highvern’s total employees to just under 100 and allows the firm to offer further flexibility and choice to its clients.
03/31/2022
Sionic Celebrates Three in a Row
Sionic’s Wealth Management & Private Banking Practice was originally founded as part of asset and wealth management consulting firm Knadel.
03/30/2022
Lloyd’s partners with Schroders Solutions for new market investment platform
The new platform will give investors in the Lloyd’s market access to a broader range of investment opportunities, including private assets.