06/02/2022
IQ-EQ Jersey trio named in eprivateclient’s Channel Islands Top 35 Under 35 for 2022
The Channel Islands Top 35 Under 35 aims to identify, recognise and promote the rising talent of the private wealth industry across Jersey and Guernsey.
Wealth and Asset Management
06/02/2022
UBS Private Wealth Management Hires $1.3 Billion Seven-Person Team in Chicago
The team’s industry experience and dedication to clients will be a great addition to our business as we look to continue to expand our ultra high net worth client offering in this key market.
06/02/2022
Boost for Adam & Co as Canaccord Genuity completes Punter Southall Wealth deal
Canaccord Genuity Group has, via its Canaccord Genuity Wealth Management UK (CGWM UK) business, completed its previously announced acquisition of Punter Southall Wealth.
06/02/2022
Julius Baer sells Geneva WM to its management
The parties have agreed not to disclose the details of the transaction.
06/01/2022
Administrative penalty of 14 April 2022
Administrative penalty imposed on the credit institution Natixis Wealth Management Luxembourg
06/01/2022
Asia-Pacific Wealth Management Market Is Expected to Reach $811.5 Billion by 2030: Allied Market Research
The report offers detailed segmentation of the Asia-Pacific wealth management market based on business model, channel, provider, end user, and region.
06/01/2022
Canaccord Genuity Group INC. announces acquisition of Punter Southall Wealth.
PSW currently has approximately £4.8 billion (C$7.9 billion) in client assets and generated annual revenue of approximately £34.7 million (C$60.0 million) in the year ended December 31, 2021.
06/01/2022
Malaysia’s CIMB Takes WM Hit
The CIMB digital assets and group funding division, which handles partnerships across business lines
06/01/2022
Bordier Inks PE Fintech Partnership in Singapore
This will enable Bordier’s clients in the region to gain access to private equity funds on Moonfare’s digital platform, some of which were previously only available to institutional investors.
06/01/2022
Taylor Wessing private client team wins big at the Wealth Adviser Awards
The awards, which recognise excellence in the wealth management sector, celebrates the best law firms, accounting companies and trusts in the space.
06/01/2022
APAC wealth market to reach $811.5bn by 2030
Such factors are anticipated to provide the Asia Pacific region with significant wealth management growth opportunities in the coming years.
06/01/2022
UBS advisor named to Forbes/SHOOK Best-in-State Wealth Advisors List
David leads the Potischman Wealth Management team in providing investment and financial planning to high-net-worth clients
06/01/2022
Lucrative Song Rights for Private Clients
Family-led Geneva private bank Union Bancaire Privée (UBP) has invested in Jackson's song collection
06/01/2022
AMP merges multi-asset arm with wealth business
The business has been spun out of AMP Capital.
06/01/2022
Continued success for PraxisIFM professionals in EPC Top 35 Under 35 CI
Designed to identify, recognise and promote the rising stars of the private client adviser community, Tom, Abi and Lucy are three of just 70 professionals, 35 men and 35 women, to be listed.
06/01/2022
Bank of Singapore opens wealth management entity in Malaysia
With the new entity, Malaysia will become the first market after Singapore where OCBC has a comprehensive onshore presence in its core business pillars in banking, wealth management and insurance.
06/01/2022
Fifth Third Private Bank Demonstrates Its Commitment to Ethical Standards With Inaugural Wealth for Good Award
Fifth Third Private Bank was awarded the “Best Bank ESG Communication Strategy – Americas” at 2022 inaugural WealthBriefing.
06/01/2022
Adviser questions SJP after client incurs 2.2% cost
The FTSE 100 advice business announced a change to the investment objective and policy of its Emerging Market Equity fund earlier this month by moving from a single manager to a multi-manager strategy.
06/01/2022
Jubilee 2022: what's changed for savers since 1952?
It’s 70 years since Queen Elizabeth II took the throne. How have some of our key financial metrics – from longevity to inflation, interest rates to investment returns – moved over the decades?
06/01/2022
Zoe Announces Partnership With National RIA, GreenUp Wealth Management LLC
GreenUp Wealth Management LLC was founded with the mission to guide and accompany clients through the journey to a fulfilling financial future.