07/04/2022
Titan Wealth acquires Baggette Asset Management
The acquisition brings Titan Wealth’s total AUM to £5.2bn.
Wealth and Asset Management
07/04/2022
Columbia Threadneedle completes rebrand of BMO Gam investment trusts
Following a review with their respective boards, five closed-ended vehicles managed by BMO Gam have chosen to adopt the ‘CT’ prefix.
07/04/2022
Mercer Adds Trio to Asia Wealth Unit
In the newly created role, Tay will be tasked with advising client portfolios with a focus on those with significant allocations to alternatives.
07/04/2022
IBS Intelligence awards Objectway #1 for Private Banking and Wealth Management deals
Objectway also got a very favorable place in the SLT Leaderboard for Private Banking & Wealth Management, a reflection of the company’s offering performance and scalability on a global scale.
07/04/2022
Contemi Wins Best 'Corporate Actions Solution' Award at the Goodacre Systems in the City Fintech Awards 2022
The awards aim to highlight system suppliers' excellence within the UK financial services industry.
07/04/2022
Private markets firm opens Swiss office to target wealth managers
Steffen Pauls said that having a physical presence in Zurich will help Moonfare build partnerships with wealth management firms in the region.
07/04/2022
LGT presses ahead with commitment to sustainability and joins three global initiatives
By becoming a member of three global bodies committed to climate, society and the environment, LGT Private Banking now takes another important step in its sustainability strategy.
07/04/2022
J.P. Morgan Private Bank expands Middle East and North Africa team with key hires in Switzerland
Based in Geneva, Switzerland, Yazeed Mohammed Alsubeaei and Ghadeer Yusuf will help drive the Private Bank’s business strategy and growth advising UHNW individuals and families on effectively protecting, managing and growing their wealth
07/04/2022
AutoRek wins ‘Best CASS Solution’ Award at Goodacre’s Systems in the City FinTech Awards 2022
The Awards provide an important point of reference for user firms assessing the suitability of their operational infrastructure.
07/04/2022
China greenlights Goldman Sachs wealth management JV
Goldman Sachs ICBC Wealth Management can now offer wealth management products to domestic Chinese clients.
07/04/2022
Hawksford acquires two international businesses
The acquisitions, collectively adding more than 60 years of international industry experience, see Hawksford increase its geographical footprint and services, moving into Mauritius and the Republic of Ireland for the first time.
07/01/2022
Three Shortlisted From JTC In The Citywealth Future Leaders Awards 2022
These awards aim to champion young professionals in the wealth sector and highlight our leaders of today and tomorrow.
07/01/2022
Accuro finalists of the STEP Private Client Awards 2022
The STEP Private Client Awards are widely acknowledged as the most prestigious Awards
07/01/2022
BMO Recognized as Best Private Bank, Best Commercial Bank and Best Retail Bank in Canada
The annual World Finance Banking Awards recognize industry leaders, eminent individuals, exemplary teams, and distinguished organizations which represent the benchmark of achievement and best practices in a variety of fields.
07/01/2022
Janus Henderson poaches €6bn Danske EMD team
Bent Elvin Lystbaek, Jacob Ellinge Nielsen, Thomas Haugaard and Sorin Pirău will join Janus Henderson by 1 September.
07/01/2022
Credit Suisse Expands Funding to Nonprofit Organizations Leading Efforts to Improve Pathways to Career & Upward Mobility
The organizations provide educational pathways outside of traditional four-year degrees, enhancing their students' abilities to launch promising careers.
07/01/2022
Hampden & Co teams up with Hiscox Private Client to offer bespoke insurance solutions
Through the relationship with Hampden & Co, Hiscox property insurance can include multiple assets, worldwide cover for theft, loss and damage of possessions, and additional protection for staff and visitors.
07/01/2022
Julius Baer reaches settlement in disclosed legacy litigation case
The underlying facts of the dispute date back more than ten years. Approximately half of the settlement amount is covered by pre-existing provisions.
06/30/2022
Quilter launches two-year inclusion and diversity action plan
The plan supports an equity-based approach focusing on the differing needs of underrepresented groups.
06/30/2022
Lombard Odier wins award for sustainable technology
The annual PWM WealthTech Awards are organised by the Financial Times Group, and these awards celebrate the companies that are defining the wealth management digital landscape.