10/07/2021
Brooks Macdonald International unveils group annual results
The results also show that FUM for the International business grew by 59.2% to £2.5bn at the end of the period.
Wealth and Asset Management
10/07/2021
Savant Wealth Management Announces Strategic Minority Investment
The partnership is designed to accelerate Savant's acquisition and organic growth strategies by augmenting its capabilities and providing access to additional growth capital.
10/06/2021
Fairstone in discussions with 45 advice firms
The firm was in further discussions with at least 45 firms about joining its programme by the end of December.
10/06/2021
Wealthspire Advisors to acquire Private Capital Group
Acquisition adds $1.0 billion in assets, expands presence in the Northeast
10/06/2021
BNP Paribas appoints Moxtra as strategic IT partner
Secured communications over social messaging channels and myWealth Asia allows BNP Paribas Wealth Management to integrate themselves into their clients' existing ecosystem in a collaboration powered by Moxtra
10/06/2021
Schroder Investment Solutions strengthens fund range
SIS delivers competitively priced funds and model portfolios which meet a wide range of clients’ investment needs and risk profiles and is now available on 12 platforms having recently gone live on Transact and Quilter.
10/06/2021
Hightower Makes Strategic Investment in $1 billion wealth management firm
The $1 billion Florida-based firm will utilize Hightower's suite of consulting and operational services to further scale and drive business growth.
10/06/2021
Jupiter SDG equity fund enters Swiss market
Swiss investors enabled to participate in Jupiter’s global sustainable strategy.
10/06/2021
UBS clients raise $650 million for biggest yet biotech impact fund
The Oncology Impact Fund 2, run by biotechnology investment firm MPM Capital, has raised a total of $850 million, including the $650 million obtained from UBS clients.
10/06/2021
Tilney Smith & Williamson launches succession planning programme for retiring advisers
Our new programme aims to take the stress out of succession planning and provide a great home for advisers and their clients.
10/06/2021
Mainland China to account for half of Hong Kong's wealth assets in 5 years
The Wealth Management Connect program, which gives investors in the Greater Bay Area — a megapolis that includes nine cities in mainland China
10/06/2021
Zurich ESG boutique launches PE infrastructure fund
It focuses on investing in decarbonisation and energy transition investments across Asia.
10/06/2021
Refinitiv launches Wealth Practice 360
A recent Refinitiv report titled, “Advancing the Advisory Client Experience’ found that 43%% of advisory clients need advice more now than they did a year ago.
10/06/2021
Colorado Financial Planning Team Chooses Dynasty
Independence: Launches Intergy Private Wealth With Dynasty Financial Partners Team Previously Managed Approximately $300 million in Client Assets; One of the Only Independent Firms Offering Multi-Family Office Services in Colorado Springs, CO
10/05/2021
Close Brothers: Annual Financial Report
The Annual Report will be sent to shareholders on or around 14 October 2021, together with the Notice of Annual General Meeting.
10/05/2021
Quilter's Spiers and Rose launch adviser consolidator
They are already close to completing another takeover which will be confirmed shortly.
10/05/2021
Counterweight Private Wealth Launches Wealth Management Practice in Raleigh, North Carolina
Former RBC Wealth Management advisor opens new practice with support from TruClarity Wealth Advisors
10/05/2021
Is the commoditisation of the UAE foundation structure harming its development?
In order to get the best from your foundation, it is first important to consider:
10/04/2021
Trident Financial Planning Joins Connectus
Through a high touch, personalized service model for clients across all phases of their financial lives, Trident has established long-standing and loyal multi-generational relationships.
10/04/2021
Credit Suisse Scrambles Towards November Deadline
The highly anticipated review is unlikely to bring about radical measures