02/02/2023
The Case For More Expansive Wealth Management
This was not strictly about wealth management.
Wealth and Asset Management
02/02/2023
Wealth Enhancement Group Grows by Adding Legacy Financial Planning, a Hybrid RIA with Over $371 Million in Client Assets
As Expansion Continues on the East Coast, This Acquisition Brings Wealth Enhancement Group's Total Client Assets to More Than $60.6 Billion
02/02/2023
Julius Baer Group Ltd. nominates Juerg Hunziker for election to the Board of Directors
All other current members of the Board of Directors, which will newly consist of nine members, will stand for re-election at the upcoming AGM.
02/02/2023
Presentation of the 2022 full-year results for the Julius Baer Group
This media release and other communications to investors contain certain financial measures of historical and future performance and financial position that are not defined or specified by IFRS.
02/02/2023
Julius Baer Reclassifies Russian Assets
The bank has credit exposure to a single-digit number of clients subject to these sanctions.
02/02/2023
JPMorgan asset management unit makes $500m timber belt acquisition
The wealth manager said its Campbell Global uni will manage the commercial forests in Mississippi, Oklahoma and Arkansas for wood production as well as carbon capture
02/02/2023
BEKB continues to expand customer business
This is despite the higher business expenses and the one-off depreciation that arose from the founding of the BEKB subsidiary aity AG.
02/02/2023
UBP partners with Brigade Capital Management to widen its liquid alternative offering
It is supported by Brigade’s investment team, including 33 sector analysts and 12 structured credit specialists.
02/02/2023
Lombard Odier partners with Swiss pension specialist
Lombard Odier said that many people now expect flexible, individualised pension plans.
02/02/2023
UBP teams up with US group for long/short credit strategy
The Swiss firm has partnered with New York-based alts specialist Brigade Capital Management to increase its alternatives offering.
02/02/2023
LGT Capital Partners opens administrative presence in Luxembourg
New office to serve LGT Capital Partners’ alternative funds
02/02/2023
SJP names De Mellow & Co as winner of chartered firm award
A new award was also added to 2022's list: vulnerability champion of the year.
02/02/2023
Deutsche Bank reports 2022 profit before tax of € 5.6 billion
Profit before tax was € 5.6 billion in 2022, up 65% over 2021.
02/01/2023
Wealth Professional’s Top 50 Advisors for 2023 revealed
Industry's finest excelled in steering clients' portfolios through economic storms
02/01/2023
Morgan Stanley Wealth Management Pulse Survey Reveals Investors Remain Optimistic for 2023 Despite Dim Near-Term Views
Investors still see opportunity for a soft landing and expect the economy to be in better shape by year end
02/01/2023
10 UBS advisor teams in Florida named to Forbes Best-In-State Wealth Management Teams list
The inaugural Forbes/SHOOK Best-In-State Wealth Management Teams list for 2023 is composed of more than 2,800 teams that collectively manage approximately $4 trillion in client assets.
02/01/2023
Success for IQ-EQ’s Guernsey, Isle of Man, Hong Kong and Singapore offices in 2023 Citywealth IFC Awards
This is the second year in a row that three IQ-EQ jurisdictions have been rewarded for their efforts in the industry, and the second consecutive year IQ-EQ Guernsey has scooped the ‘Gold’ gong.
02/01/2023
Fairstone adds £450mn FUM with Surrey-based IFA purchase
The deal will see 11 advisers and 16 staff join the group, as well as more than 2,000 clients.
02/01/2023
Valiant Increases Profit and Attracts New Private Client Money
Net interest income rose by 2.5 percent year-on-year to 335.5 million francs.
02/01/2023
Canaccord Genuity Group Inc. Brief : Announcing Agreement To Buy Mercer's Canadian Private Wealth Business
The acquisition is expected to add approximately $1.5 billion to Canaccord Genuity Wealth Management's total client assets.