07/11/2022
The UK’s new wealth management landscape
The deal is the largest in a wave of consolidation that has swept through the UK’s wealth management industry.
Wealth and Asset Management
07/11/2022
Financial services group buys Hong Kong wealth manager
Acquirer’s goal ‘is to make a positive impact on society’
07/11/2022
UBS Weighs Elevating Iqbal Khan to Sole Wealth Management Head
After surpassing the $3 trillion mark in assets under management, the Swiss lender under Hamers is counting on greater use of digital technology to boost cost savings and increase business with the world’s wealthy.
07/11/2022
Wealth and asset management transformation: a technology balancing act
Multi-service firms looking to consolidate their operations and technology usage need to solve for the unique needs of both businesses and strike the right balance
07/11/2022
Zuger Kantonalbank achieves a strong half-year result
Despite geopolitical tensions, inflationary pressure and volatile financial markets, Zuger Kantonalbank can look back on a successful first half of 2022.
07/08/2022
Raimondi's Dakota Wealth Management makes Montana RIA buy
The transaction marks the first expansion for Dakota, which is based in Palm Beach Gardens, Fla., out of the eastern time zone.
07/08/2022
Evelyn Partners adds to Cambridge financial planning team
Catherine Glennon will join Evelyn Partner’s Cambridge office from Tees Financial, the Independent Financial Adviser arm of regional law firm Tees.
07/08/2022
Quant AM launches UCITS fund
Alquant said the fund has the potential to generate ‘crisis alpha’ during periods of decline and to minimise hedging costs during bull markets.
07/08/2022
Kingswood Acquisition Corp. and Wentworth Management Services LLC Announce Definitive Merger Agreement
The combined company will have a pro forma enterprise value of $208 million.
07/08/2022
One Swiss Bank expects improved results in H1
The institution is likely to report positive earnings before interest, taxes, depreciation and amortisation (EBITDA).
07/08/2022
Russian Bank Weighing Sale of Swiss Unit
The bank's board of directors is looking «to explore potential strategic options for the bank’s future activities.
07/08/2022
ONE Swiss Bank Sees Return to Profit
In the first half of 2021, the private bank reported a 2.78 million Swiss franc loss after merging with Banque Profil de Gestion.
07/08/2022
HIGHVERN announces summer promotions
The HIGHVERN group now consists of over 100 employees worldwide following their expansion into Ireland, Guernsey, Switzerland and the Cayman Islands.
07/07/2022
Schroders announces continuation of its partnership with UK Platform Awards 2022
This year’s Award ceremony will be hosted by Kate Silverton
07/07/2022
Sanctuary Wealth Accelerates M&A Activity and Buys Stake in $3 Billion GoalPath Solutions
Firm brings expertise in retirement plans to Sanctuary's platform
07/07/2022
Changes in consumption patterns: survival of the fittest
Secular trends encompass thematic opportunities with the potential to have a material effect on the world and financial landscapes with long-term and lasting consequences.
07/07/2022
Liontrust profits more than double despite tumbling flows
Profit before tax of £79m
07/07/2022
Mattioli Woods' revenue soars 70% after acquisitions
In May it completed the acquisition of Ferguson Financial Management, bringing in another £80mn of assets under advice.
07/07/2022
'Wealth illusion' vital for UK confidence
This is being driven by overall rental yields responding to the broader rises in gilt yields, as well as the very depressed levels of consumer confidence putting people off moving home.
07/07/2022
Private bank Bergos receives order from Germany
The cooperation concerns the management of the asset management mandates of Seeliger customers.