09/14/2020
Guernsey is top-tier for private wealth
Trust Corporation of the Channel Islands, also headquartered in Guernsey, is a tier one independent trust company.
Wealth and Asset Management
09/11/2020
IQ-EQ is an eprivateclient top-tier trust company for second year running
The tiers within the listing are not based on size alone but various factors including reputation, quality of service, any M&A activity, as well as the extent of their global offering; making it a true badge of quality.
09/11/2020
Growing Smart(ly) in a Way That Matters
Pathstone Announces the Addition of Price Wealth, LLC
09/11/2020
PraxisIFM’s City offering cemented as London teams move to new central spot
The two businesses had been working from offices in the City and West End respectively.
09/11/2020
Arbuthnot Latham scores deal with football managers
This partnership will give the bank further opportunity to offer its relationship-led approach, entrepreneurial spirit, and long-term thinking to more clients from the world of football.
09/11/2020
Former Wells Fargo First Vice President Aligns with Kestra Financial
Prior to establishing Nobilis Wealth, LLC, Hollmann served as First Vice President at Wells Fargo Advisors.
09/11/2020
Pictet: Partners Thwart Boris Collardi
The platform is the first active contribution by the bank in the business with structured products.
09/11/2020
Ignition Engages Morgan Stanley Wealth Management For Additional Capital Raise
Morgan Stanley has completed a roadshow, introducing Ignition to a number of institutional investors, family offices and ultra-high net worth clients.
09/11/2020
Standard Chartered to merge businesses, shrink some senior roles in latest revamp under CEO Bill Winters
Standard Chartered to combine retail banking, private banking and wealth management under one umbrella headed by Judy Hsu
09/11/2020
Office expansions
Family offices have been around for centuries, but the rapid growth in numbers of billionaires in recent years has seen them become more popular than ever among wealthy families.
09/11/2020
Advisor Group and FSC Securities add two independent financial adviser businesses
Richardson eWealth Strategies of Walnut Creek, Calif., Supports High Net-Worth Clients with Financial Planning and Wealth Management Services
09/11/2020
Covid Fuels APAC Sustainable Assets Surge at UBS
In the first seven months of 2020, the number of UBS clients in the region invested in the sustainable portfolio and fund grew by 50 percent
09/11/2020
Sanlam Partnerships joins forces with IFA founded by rugby World Cup champion
Won 2019 World Cup
09/11/2020
Investec cuts 210 UK private and investment bank jobs
Investec is to make up to 210 UK staff redundant across its private, corporate and investment banking divisions as part of an ongoing restructure of the company.
09/11/2020
Key Private Bank Awarded Outstanding Achievement In Trusts From WealthManagement.com For The Second Consecutive Year
A panel of independent, industry-leading wealth management experts, including trusted advisors and consultants, served as judges for the awards.
09/10/2020
SJP unfreezes property fund range
The decision came after the Royal Institution of Chartered Surveyors recommended the lifting of material valuation uncertainty on UK real estate.
09/10/2020
The most challenging period in Sanlam’s 100 year history: CEO
The Group commenced the 2020 financial year from a solid base, with growth accelerating for most businesses in the second half of 2019.
09/10/2020
Consolidator seals thirteenth deal with Solihull adviser
It follows a string of deals for IWP this year in a spree undeterred by the challenges of the coronavirus pandemic and national lockdown.
09/10/2020
Banque Bonhôte builds executive committee and names member
The newly formed committee will also lead large-scale projects and prepare the bank for future challenges.
09/10/2020
Lloyds to axe hundreds of jobs in wealth and insurance
The cuts will be offset by the creation of 226 new roles within the company