09/08/2022
Wealth Enhancement Group Grows by Adding Pinnacle Private Wealth
The addition of Pinnacle Private Wealth brings Wealth Enhancement Group's total client assets to more than $56 billion.
Wealth and Asset Management
09/08/2022
Apex Group expands North America presence with Prometa acquisition
Apex Group’s services are provided through a single relationship, offering efficient, scalable solutions and enabling clients to grow and expand into new jurisdictions.
09/07/2022
Responsible Investment sector review – a tough time for responsible investors
We look at the headlines and trends dominating the Responsible Investment sector, the latest analysis from our research team and how our Wealth Shortlist picks have performed.
09/07/2022
Lombard Odier: Sustainability on the Rise But Adoption Lags in Asia
Nevertheless, action has not proportionally reflected this with 45 percent of HNWIs in the region holding less than 20 percent of sustainable investments in their portfolios.
09/07/2022
JTC Private Office Shortlisted in the 2022 Spear's Awards
The winners will be announced at an award ceremony on 2 November 2022 at the JW Marriott Grosvenor House, London.
09/07/2022
St James’s Place taps AML regtech Napier for customer screening solution
The company says its solution will provide SJP with the ability to continuously screen entities against global watch lists of sanctions, politically exposed persons and adverse media, as well as any internal whitelists and blacklists, across the entire or
09/07/2022
Lugano firm gains venture capital asset manager licence
Privilège Ventures manages a portfolio of early-stage startups, most of which are based in Switzerland.
09/07/2022
Growth Capital Provider Escalate Capital Partners Secures Investment From Kudu Investment Management
Escalate has invested in over 100 companies, including Homeaway/VRBO, Phreesia, SailPoint, and Virtustream.
09/07/2022
Private Market Hub Becomes the First Multi-jurisdictional, Multi-tenant Enabled Solution for Private Equity Firms Globally
Northern Trust funds first to go live on the new multi-jurisdictional environment
09/07/2022
Citi Private Bank and Cambridge Family Enterprise Group Offer a Roadmap for Family Enterprises to Navigate Through the Turbulent 2020s
A global, multigenerational study commissioned by Citi Private Bank and conducted by Cambridge Family Enterprise Group reveals the critical issues and transformation strategies required for family enterprises—and families themselves—to succeed
09/06/2022
7IM launches portfolio for clients with greater risk appetite
7IM’s MPS range comprises of passive, active, and responsible choice portfolios.
09/06/2022
Aegon Asset Management wraps up distribution business in Hong Kong
On Hong Kong Securities and Future Commission’s online registry of institutions, the company confirmed that it has ‘ceased business of regulated activities’.
09/06/2022
Credit Suisse signs agreements with Butterfield and Gasser Partner to sell its global trust business
The transaction with Butterfield is expected to close in the first half of 2023 and is subject to customary conditions, including regulatory approvals.
09/06/2022
Guernsey man named as one of UK’s top 35 under 35 private client professionals
Nominations undergo a rigorous judging process where submissions are considered in the context of the individual’s achievements over the past 12 months, career progression, and quality of the nomination.
09/06/2022
Expect further M&A acceleration in wealth management
The sharp rise in inflation, as well as ongoing supply chain issues and enduring pandemic-related pressures, still pose risks to many groups.
09/06/2022
EFG International opens Representative Office in Israel
The opening of the new Representative Office in Tel Aviv will expand EFG’s coverage of the Israeli market and capture the significant wealth management opportunities in the region.
09/06/2022
CHF 7bn ex-Lombard Odier wealth manager gets banking licence
Cité Gestion was founded in 2009 as a custodian and securities dealer by Lombard Odier. It was bought out by six managing partners in 2017.
09/06/2022
iCapital and Ares Wealth Management Solutions Expand Partnership
Provides financial advisors broader access to Ares’ alternative investment solutions via multiple distribution channels
09/06/2022
2022 is proving a bear market for private wealth managers
This was fuelled by both rising stock markets and record net inflows.
09/06/2022
St James’s Place Upgrades Financial Crime Defences With Napier’s Advanced Screening Tool
With Napier’s AI-enhanced screening solution, St James’s Place can leverage large-scale, ongoing customer screening and re-screening capabilities.