05/06/2021
SEI Wins at Family Wealth Report Awards 2021
Recognition Highlights Superior Technology, Dependable Workflow Processes and Consultative Expertise
Wealth and Asset Management
05/06/2021
From professional footballer to financial adviser
Ex-Man Utd star joined the industry after he was given bad investment advice
05/06/2021
Boston Private Financial : Wins 2021 Family Wealth Report Award - Firm Recognized for Outstanding Contribution to Wealth Management Thought Leadership
Additionally, the winning firms demonstrated resilience and remarkable customer care during the unprecedented events of 2020.
05/06/2021
China sets investment quota for scheme to integrate Hong Kong, Macau
Wealth Management Connect facilitates investment in the area.
05/06/2021
Credit Suisse Boosts Asia Headcount
The net hires were made since mid-March across both Credit Suisse’s investment banking and private banking arm.
05/06/2021
Canoe Intelligence Caps Successful Q1 with 2021 Family Wealth Report Award Win
Award-winning fintech adds to growing list of first quarter accomplishments including numerous new clients wins, new hires and a new London office
05/05/2021
Inflows to 7IM's platform rise by £200m
Gross inflows for the quarter were also up by just under £200m, with £624m invested in Q1 this year, a rise from the £486m in Q4.
05/05/2021
Geneva Wealth Manager Suffers Outflows
Last year, Banque Eric Sturdza's unsuccessful bid to smooth its tax bill pushed it to a net loss.
05/05/2021
The world’s top 10 wealth management firms by AUM
Who has the most client money? We run down the largest companies by assets under management
05/05/2021
Nucleus shareholders approve James Hay takeover
Over 90% voted in favour of the acquisition
05/04/2021
Sanctuary Wealth Scores ‘Biggest Win to Date’ in Recruiting $1.5B Merrill Team
The team also includes partners Sue Mazzetti, who was with Merrill since 2011, and Melissa Yue, who was with Merrill since 2014.
05/04/2021
ClearView appoints life strategy and transformation leader
In her role, Falas will be integral in the ongoing development and implementation of ClearView’s life insurance strategy; facilitate greater collaboration across business functions; and spearhead business improvement initiatives.
05/04/2021
Crestone Wealth expands national footprint
The bench strength present within the team reflects a desire to deliver unparalleled insights and investment solutions to SA business owners, higher net worth individuals and their families.
05/04/2021
RBC Hires UBS Team in Virginia with $900-Million Book
RBC Washington D.C. branch manager Matt Wunder will oversee the office on an interim basis, according to a company spokeswoman.
05/04/2021
WH Ireland to return to profit as sales rise 29%
'We continue to look for potential acquisition opportunities and new hires in both divisions as we benefit from the successful integration of Harpsden and the recruitment programme already completed.'
05/04/2021
Macquarie picks up $20b as big banks exit wealth
“It’s an interesting time with all of the structural changes in the market,”
05/04/2021
How Inherited Wealth Can Be Fairly Distributed Within Asian Families
The latest figures released by RBC Wealth Management reveal how only 31% of people in Asia have a full wealth transfer plan in place.
05/04/2021
IFA consolidator buys Newcastle firm
PWM is the fourth financial planning firm to join IWP in the past month and its first acquisition in the north east of England.
05/04/2021
Special report: London’s new generation of boutique wealth managers
The private banks, he recalls, were ‘riddled with conflict’ because of their commercial need to sell clients their own in-house investment products – regardless of whether they were the best available.
05/04/2021
Upending a Century of Wealth Planning
While the rules for step-up in basis at death and carryover basis for gifts have remained largely the same for almost a century, historical context can offer additional insight into the proposed STEP Act.