12/02/2021
Mercer Advisors announces wealth management acquisition
Edgar and Katy have built a great business and are highly respected wealth management professionals along with their team.
Wealth and Asset Management
12/02/2021
RIA serving HNW joins CI Private Wealth
By combining with CI Private Wealth, we will benefit from CI’s capabilities and support in all aspects of the business, allowing us to further enhance the service and attention we provide to our clients.
12/02/2021
Zurich WM opens office in Geneva
The group’s main office is in Zurich, but as well as the new presence in Geneva, it also has a representative office in Nur-Sultan, Kazakhstan.
12/02/2021
EdR private equity arm teams up with alts fund manager
The companies are launching a strategy investing in agri-food-tech startups in the growth stage.
12/02/2021
Change of name to Rathbones Group Plc
The change of name application has been submitted to Companies House.
12/02/2021
Apollo Accelerates Global Wealth Build with Acquisition of Griffin
Strategic Acquisition to Add US Wealth Distribution Team and Individual Investor-Focused Real Estate and Credit Products with Over $5 Billion of AUM
12/02/2021
Abrin seals £1.5bn Interactive Investor deal
Our management will remain the same
12/01/2021
Deutsche Adds Over a Dozen Private Bankers in India
For the front office, the German private bank hired Rajasekar Ayyalu to join as a director in Chennai with a focus on expanding and deepening its presence in that region.
12/01/2021
Berner Kantonalbank launches digital marketplace
The company invests in esports, gaming and digital art.
12/01/2021
Mary Haly wins the Spears’ award for the best High Net Worth Manager
Mary has grown the assets for which she is responsible at Waverton from £60m to almost £200m in c.25 family groups.
12/01/2021
RBC Reports Fourth Quarter And 2021 Results
Earnings in Personal & Commercial Banking and Capital Markets were up from last year, largely due to the favourable impact of lower PCL.
12/01/2021
Brooks opens Isle of Man office in offshore expansion
The launch follows the acquisition of Lloyds’ offshore business last year.
12/01/2021
Wilmington Trust Lures FAs from BofA Private Bank, TD
Tyler Calder, meanwhile, joins Wilmington Trust as a wealth advisor from TD Private Client Wealth
12/01/2021
Liontrust assets grow by 15 per cent
John Ions, Liontrust's chief executive, said the company had delivered a strong six months of sales and financial performance.
12/01/2021
Wealth managers face 91% FCA fee hike
The regulator has proposed raising the minimum cost of being regulated to £2,200 from next year.
12/01/2021
Bank Muscat wins Best Private Bank
This prestigious award reflects the consistency of performance, innovative strategies and the highest standards of professionalism achieved by the bank.
12/01/2021
Standard Chartered to launch Wealth Academy
A highly competent and experienced relationship team allows Standard Chartered to deliver a differentiated experience to our clients.
12/01/2021
Pendal Group Expands Relationship with Northern Trust
Asset Servicing Mandate Extends Across Australia, UK, Ireland and U.S.
12/01/2021
How passion investing can add to the wealth of the rich
Collecting fine wines, treasuring fine arts, or indulging in luxury handbags may yield stupendous returns over time
11/30/2021
Baird Adds The HBGW Group to Wealth Management Office
The team manages $500 million in assets under management.