03/16/2022
ZEDRA completes acquisition
Staff joining ZEDRA will relocate to their renovated Luxembourg offices.
Wealth and Asset Management
03/16/2022
Advice group acquires Hertfordshire wealth firm
Deal increases assets under influence to around £800m
03/16/2022
Why are wealth giants targeting Spain?
Barclays PB, Julius Baer and J Safra Sarasin have all recently bolstered their operations in the country
03/16/2022
Wealth Enhancement Group Acquires Wealth Manager
Newly Added Firms Raise Wealth Enhancement Group's Total Client Assets to $55.1 Billion, Continuing Robust M&A Growth Momentum
03/15/2022
All-woman team joins LPL Financial
They take an authentic approach to helping build their clients’ financial confidence and are committed to serving all clients equally—from hospital floor staff to corporate executives.
03/15/2022
De-escalation for more uncertainty
Russia also makes up close to 45% of natural gas imports to Europe1.
03/15/2022
Close Brothers reports half year results
Looking ahead, we are mindful of the highly uncertain external environment
03/15/2022
Wealth Management: Post pandemic client interaction: will digital remain the norm?
Business models rapidly evolved, and with them, client expectations.
03/15/2022
Brexit can’t topple London as the asset owners' champion
They tend to invest directly or participate in co-investments, rather than via a fund, meaning that they have different requirements when it comes to structuring their private investments and settling on a jurisdiction.
03/15/2022
Canada-based Fairfax may sell stake in IIFL Wealth Management: Report
Although talks are on for a stake sale, Fairfax investors may decide not to proceed with the sale, the sources said.
03/15/2022
Credit Suisse CEO Signals Bank to Review Russia Wealth Business
About 4% of the assets run by the Swiss bank’s wealth management arm were with Russian clients, either in the country or nationals living abroad, Gottstein said.
03/15/2022
Verso Wealth Management acquires CDC, extending its presence to the North East
The addition of CDC to the Verso group adds scale to Verso’s network and creates hubs in the North East as Verso builds its national footprint.
03/15/2022
Kendal-based wealth manager and IFA in business tie-up
Part of growth strategy
03/15/2022
Macquarie Asset Management acquires Central Park Group
Central Park Group will form the cornerstone of Macquarie’s efforts to serve US high-net-worth investor demand for alternative investments.
03/15/2022
Celent Names Bank of America a Leader in Wealth Management Innovation
Erica receives Model Bank Award for Customer Engagement; Client Engagement Workstation from Merrill Lynch Wealth Management receives Model Wealth Manager Award for Emerging Technology
03/15/2022
First American Partners with Integrity to Enhance Experiences for High-Net-Worth Clients
National wealth management firm with 50-year history integrates its advisory expertise with Integrity's insurtech platform to help advisors protect clients' legacies
03/14/2022
‘It’s better if none of the participants have big egos’: WMs talk mergers
Four Top 50 wealth managers discuss mergers and acquisitions.
03/14/2022
Shard Capital Partners opens Jersey office
Shard Capital Partners has expanded it's discretionary asset management services to clients in Jersey.
03/14/2022
LGT achieves significant rise in profit
LGT is well positioned to continue to achieve profitable growth in 2022.
03/14/2022
Quilter launches two unique tools to transform client profiling alongside extended WealthSelect range
Quilter launches two unique tools to transform client profiling alongside extended WealthSelect range