01/31/2022
Succession Wealth adds £175m assets with acquisition of OAP
It is the firm’s 60th M&A deal since 2014
Wealth and Asset Management
01/31/2022
Wealth manager opens office in Birmingham
It will allow the firm to expand its reach in the ‘key regional centre’
01/30/2022
Goldman Sachs lures Aussies for Kiwi Wealth review
Kiwi Wealth is a default KiwiSaver provider, with about $N9 billion in its scheme.
01/30/2022
Deltec Bank and Trust acquires Ansbacher (Bahamas)
“The decision to divest Ansbacher does not impact any other AF Holdings entities or investments.”
01/28/2022
New Wealth Manager Compound Comes Out of Stealth Mode With $37M in Funding
Bolstered by VC funding, Compound mixes human advice with a technology approach.
01/28/2022
Cazenove Capital launches new donor advised fund to meet growing client demand for charitable giving
As philanthropy and impact investing move higher up clients’ agendas in the wake of the global pandemic, this new DAF will build on this expertise to meet the growing need for products that offer strategic, yet flexible support for philanthropic giv
01/28/2022
2021 was a year of economic resurrection - Lombard Odier
Bond yields have risen sharply in reaction to the Fed’s withdrawal of monetary accommodation.
01/28/2022
UBS Waits for Ralph Hamers to Take a Big Step
It will simply disclose more specifics on its strategy when releasing fourth quarter 2021 earnings.
01/28/2022
Good Technology Speeds Growth for Wealth Management Firms
Almost simultaneously, wealth management firms finally recognized technology as the most effective growth accelerator in the industry.
01/28/2022
Strength of JTC Private Client Proposition Reflected in Five Citywealth IFC Award Wins
The firm also won Silver in the ‘Trust Company of the Year– Switzerland’ and ‘Family Office Adviser of the Year’ categories.
01/28/2022
Citigroup Sells Taiwan Consumer-Banking Business to Singapore’s DBS
In total, DBS, Singapore’s largest bank by market value, will inject about S$2.2 billion into DBS Taiwan.
01/28/2022
Dubai, Monaco sign agreement to attract ultra-wealth individuals
The agreement focuses on enabling Ultra High Net Worth Individuals and family offices, with DMCC being the primary destination for global business.
01/28/2022
Accuro CEO listed as 2022 eprivateclient 50 Most Influential
Xavier is a principal driver of Accuro’s vision and strategy.
01/28/2022
IQ-EQ backs first-time female fund managers
‘Gender diversity in fund management will achieve not just better outcomes for women, but also for investors and the industry at large’
01/28/2022
St James's Place funds under management up 19% on year
Gross inflows totalled GBP4.69 billion, a 17% increase on the same quarter the previous year, when gross inflows totalled GBP4.02 billion.
01/27/2022
IG Wealth Management Wins Five Awards
These awards are a great validation of their ongoing efforts to provide clients with innovative investment solutions that deliver performance and help build financial well-being.
01/27/2022
UBS acquires Wealthfront
Wealthfront’s state-of-the-art, digital only platform tailored to next gen affluent investors will accelerate UBS’s growth ambitions in the US
01/27/2022
Tilney, Succession, Ascot Lloyd eye sales as wealth manager M&A boom continues
The UK's third-largest wealth manager could soon be on the block as Tilney eyes sector deal rush
01/27/2022
Smith & Williamson announces partnership
Innovate Finance is the independent industry body that represents and advances the global fintech community in the UK.
01/27/2022
St James's Place assets surpass $200 bln as inflows keep coming
St James's Place said its 2021 client retention rate was its strongest year to date, contributing to funds under management rising 19% over the course of the year.