06/05/2022
George Soros' wealth manager - free from UBS constraints
Fitzpatrick is now responsible for the more than 28 billion dollars in Soros' family office and gave the agency "Bloomberg" insights into their everyday investment.
Wealth and Asset Management
06/03/2022
Savant Wealth Management Invests $3M in Advice Engagement Platform Lumiant
Strategic partnership will power Lumiant’s rapid expansion in the United States
06/03/2022
UBS advisor team in the Midwest market named among Barron’s Top 100 Private Wealth Management Teams
The 17 member team focuses on integrating generational financial planning with a systematic, process-driven approach to complex wealth management.
06/03/2022
SNB – the signs of a surprise are increasing
This is far from the ECB's 2 percent target and also significantly more than economists had expected.
06/03/2022
WealthManagement.com Announces 2022 'Wealthies' Finalists
The annual Wealth Management Industry Awards ceremony will be held in person in New York City on Sept. 8.
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
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.