09/02/2020
IWP acquires Gilmour Hamilton Wealth Management
Gilmour Hamilton Wealth Management represents a great boost for our Hub in south west and central Scotland.
Wealth and Asset Management
09/02/2020
Asia wealth managers pull out all stops to get clients on Ant IPO
If it’s the world’s largest IPO, it becomes mandatory for the wealth managers to try and get their clients on the front seats.
09/02/2020
Pictet Plans to Enter the U.S. Market
It also benefited from a lower tax rate and relatively modest provisions.
09/02/2020
Mattioli Woods sees profits jump after swift Covid action
Revenue growth was also helped by the Broughtons and Ssas Solutions businesses acquired in the prior year, plus £200,000 of revenues from Turris following its acquisition in December 2019.
09/02/2020
Westpac wealth biz worth up to $2.6b: CS
Credit Suisse said it expects most of the assets under review to be put up for sale and said the portfolio could be worth $3.3 billion to $4.8 billion.
09/02/2020
Wealth management firm boosts profits with rapid Covid-19 action
At the same time, savings and investments are becoming more complicated. Clients need long-term advice and strategies more than ever before.
09/02/2020
Wealth consolidator acquires Scottish financial planning firm
IWP has purchased Kilmarnock-based financial planning firm Gilmour Hamilton Wealth Management, its 12th acquisition this year.
09/02/2020
ZEDRA shortlisted for major industry award
This growth will play an important part in supporting future private placement trust business.
09/02/2020
IQ-EQ makes the grade with STEP
The awards, which this year attracted a record number of entries
09/02/2020
Merrill adds models from eight new asset managers
The eight new asset managers join BlackRock, JP Morgan Asset Management, Franklin Templeton, and Natixis Investment Managers, which launched a combined 40 model portfolios on the Merrill Lynch investment advisory program in October 2019.
09/01/2020
Credit Suisse Plans to Double China Headcount in Five Years
Asia’s largest economy has the most millionaires after the U.S. and its financial opening this year has presented global banks and asset managers with an unmatched opportunity for expansion.
09/01/2020
JPMorgan Signs Private-Banking Agreement With Bradesco
Deal lets the biggest U.S. bank refer wealth clients in Brazil
09/01/2020
Hong Kong’s Asset and Wealth Management business reports strong growth in 2019, says SFC
Net fund inflows of HKD1,668 billion (USD214 billion) were recorded for the asset and wealth management business during 2019.
09/01/2020
Mirabaud Profit Slips Amid Deep Cost Cuts
The Group’s profit for the first half of the year reached CHF 20.4 million.
09/01/2020
Werner Schlossmacher: «Increased Agility Will Remain Post-Crisis»
But as a private banker from the pre-digital era, it may sound like the machines are swallowing daily tasks and threatening to take your job.
09/01/2020
Tilney and Smith & Williamson complete merger
The newly-constituted Board of Tilney Smith & Williamson comprises eleven Directors drawn from both the two previous boards and representatives of the group’s major shareholders.
09/01/2020
Seasons of Advice Wealth Management to Join Focus as a New Partner Firm
Seasons of Advice was founded by Charles Hamowy, Christopher Conigliaro and Matthew Woolf in 2017.
09/01/2020
Pictet Profit Holds Steady
Pictet remains geared for expansion and continues to invest in new staff and technology.
09/01/2020
Newcastle-owned London lending trust increases income by £290k
The portfolio has evolved and strengthened as early projects have been replaced with new opportunities.
09/01/2020
UBS Financial Advisor Teresa Jacobsen Named to the Forbes List of America’s Top Wealth Advisors
Recognition of an exceptional career in Financial Services