11/12/2021
IWP adds £362m with double IFA purchase
Surrey-based Custodian Wealth Management will add 200 clients and £72m in assets under advice to the group.
Wealth and Asset Management
11/12/2021
Wealth and the Next Generation
Protecting it, passing it on and the importance of communication
11/12/2021
Crestbridge Family Office Services future leader recognised at Citywealth awards
Winners were selected through an online voting process and by an independent panel of professionals in the private wealth management sector.
11/12/2021
Rockefeller Continues Growth of Private Wealth Business
Dual-headquartered team brings RCM services to Palm Beach and Bethesda
11/12/2021
Morgan Stanley Wins 2021 Award for Wealth Manager Platform of the Year
The Wealth Manager Platform of the Year category recognizes a wealth manager platform that exemplifies innovation in delivering better outcomes for investors and Financial Advisors.
11/12/2021
BofA Wants More FAs, Private Bankers in Los Angeles: CEO
Moynihan didn’t elaborate on the wealth management opportunities in Los Angeles and the bank’s plans for the expansion of its advisor roster there.
11/12/2021
Credit Suisse Homes in on Stickiest Greensill Obligors
It has thus far returned nearly two-thirds of the total to the fund's investors, primarily wealthy clients of its private bank.
11/12/2021
Ida Liu: Citi’s Private Bankers «Don’t Just Wear a Private Banking Hat»
One of the most common barriers to referral business in the industry lies between affluent and private banking segments.
11/11/2021
CI Financial buys $7.5bn Chicago RIA
Acquisition increases CI’s U.S. assets to US$95 billion and deepens its Chicago presence
11/11/2021
Zurich firm launches alts fund management company and hires partner
Ioannis Gaiganis has been appointed CEO of the new venture.
11/11/2021
ABN Amro interested in private banking acquisitions – CEO
The CEO said the bank has been exploring deals for some time now but did not provide further details.
11/11/2021
Ocorian triumph at MENA Awards
The awards are designed to recognise outstanding organisations in the MENA region grouped by specialism and geography, which the prestigious panel of independent judges deemed to have ‘demonstrated innovation and excellence during the last year&
11/11/2021
Quilter Foundation renews partnership with financial education charity MyBnk
All programmes will be provided by MyBnk’s expert trainers and will be aided by volunteers from Quilter plc.
11/10/2021
UBS Brings TV Sports Closer To Life
Switzerland’s biggest bank paid a seven-figure sum for a multi-year sponsorship agreement with the producer Players Media.
11/10/2021
Rothschild & Co: 2021 – 3rd quarter release
Record quarterly revenues driven by strong market conditions across all three businesses
11/10/2021
From a domestic to a global focus; the drivers of diversification of GCC family businesses
This heavy concentration in one geography carries inherent risks as does the fact that the portfolio is in one asset class – private equity, which also poses a risk in that it is highly illiquid.
11/10/2021
ABN AMRO reports net profit of EUR 343 million in Q3 2021
Net profit in Q3 2021 was EUR 343 million, delivering a 6.5% return on equity (7.8% excluding CIB non-core) despite continued pressure on net interest income and a EUR 217 million provision for revolving consumer credit.
11/09/2021
Wealth manager Succession joins industry deal rush with £400m sale plan
The private equity backer of Succession Wealth has hired bankers from Evercore to undertake a review of options for the business, Sky News learns.
11/09/2021
UBS celebrates its first Female Founder Award winner
For the Female Founder finalists, UBS created a year-long program that includes support and mentorship, coaching for interactions with investors, and working closely with client advisors from our wealth management teams globally.
11/09/2021
Carrick Wealth opens new office
The company’s focus is on enabling high net worth individuals to grow, protect and preserve their wealth.