06/03/2022
Platinum jubilee fund notes from AJ Bell and Hargreaves Lansdown
The firm notes that some investment trusts have had double platinum jubilees, but that the reign of investment trusts has been usurped by unit trusts
Wealth and Asset Management
06/03/2022
Canaccord Genuity Group Inc. reports fourth quarter and fiscal 2022 results
Fiscal 2022 common share year dividend payout increased 28% year-over-year
06/03/2022
CREM and CMB Monaco become partners
CMB has started a “Welcome to Monaco” programme, where clients based in the Principality, and who have recently opened an account, can meet up in an informal setting.
06/02/2022
Stephenson Harwood wins two Wealth For Good Awards
The awards recognise and showcase the ESG, impact, diversity and inclusion initiatives and efforts of firms and individuals.
06/02/2022
IQ-EQ Jersey trio named in eprivateclient’s Channel Islands Top 35 Under 35 for 2022
The Channel Islands Top 35 Under 35 aims to identify, recognise and promote the rising talent of the private wealth industry across Jersey and Guernsey.
06/02/2022
UBS Private Wealth Management Hires $1.3 Billion Seven-Person Team in Chicago
The team’s industry experience and dedication to clients will be a great addition to our business as we look to continue to expand our ultra high net worth client offering in this key market.
06/02/2022
Boost for Adam & Co as Canaccord Genuity completes Punter Southall Wealth deal
Canaccord Genuity Group has, via its Canaccord Genuity Wealth Management UK (CGWM UK) business, completed its previously announced acquisition of Punter Southall Wealth.
06/02/2022
Julius Baer sells Geneva WM to its management
The parties have agreed not to disclose the details of the transaction.
06/01/2022
Administrative penalty of 14 April 2022
Administrative penalty imposed on the credit institution Natixis Wealth Management Luxembourg
06/01/2022
Asia-Pacific Wealth Management Market Is Expected to Reach $811.5 Billion by 2030: Allied Market Research
The report offers detailed segmentation of the Asia-Pacific wealth management market based on business model, channel, provider, end user, and region.
06/01/2022
Canaccord Genuity Group INC. announces acquisition of Punter Southall Wealth.
PSW currently has approximately £4.8 billion (C$7.9 billion) in client assets and generated annual revenue of approximately £34.7 million (C$60.0 million) in the year ended December 31, 2021.
06/01/2022
Malaysia’s CIMB Takes WM Hit
The CIMB digital assets and group funding division, which handles partnerships across business lines
06/01/2022
Bordier Inks PE Fintech Partnership in Singapore
This will enable Bordier’s clients in the region to gain access to private equity funds on Moonfare’s digital platform, some of which were previously only available to institutional investors.
06/01/2022
Taylor Wessing private client team wins big at the Wealth Adviser Awards
The awards, which recognise excellence in the wealth management sector, celebrates the best law firms, accounting companies and trusts in the space.
06/01/2022
APAC wealth market to reach $811.5bn by 2030
Such factors are anticipated to provide the Asia Pacific region with significant wealth management growth opportunities in the coming years.
06/01/2022
UBS advisor named to Forbes/SHOOK Best-in-State Wealth Advisors List
David leads the Potischman Wealth Management team in providing investment and financial planning to high-net-worth clients
06/01/2022
Lucrative Song Rights for Private Clients
Family-led Geneva private bank Union Bancaire Privée (UBP) has invested in Jackson's song collection
06/01/2022
AMP merges multi-asset arm with wealth business
The business has been spun out of AMP Capital.
06/01/2022
Continued success for PraxisIFM professionals in EPC Top 35 Under 35 CI
Designed to identify, recognise and promote the rising stars of the private client adviser community, Tom, Abi and Lucy are three of just 70 professionals, 35 men and 35 women, to be listed.
06/01/2022
Bank of Singapore opens wealth management entity in Malaysia
With the new entity, Malaysia will become the first market after Singapore where OCBC has a comprehensive onshore presence in its core business pillars in banking, wealth management and insurance.