07/02/2021
Suntera Granted Fund Administration Licence in Jersey
The new licence complements the group’s existing fund administration capabilities
Wealth and Asset Management
07/02/2021
Mattioli Woods completes private equity firm buyout
Wealth manager buys PE business
07/02/2021
Chase de Vere reports 2.5% profit increase in pandemic year
Chase de Vere said it did not furlough any of its employees during the pandemic and its sole focus was on the wellbeing of its clients and its employees.
07/02/2021
Raymond James opens Cheshire office for Investec duo
Audrey McKinstry and John Simpson worked together at Investec W&I for over two decades.
07/02/2021
Carey Olsen shortlisted for three STEP Private Client Awards
The awards, which are widely recognised as the most prestigious in the private client and wealth management industry, look to highlight excellence among private client lawyers, accountants, barristers, bankers, trust managers and financial advisers.
07/02/2021
UBS Advisor Melissa Corrado-Harrison Named to the Barron’s Top 100 Women Financial Advisors List
Her success is a result of her unyielding commitment to provide the highest level of expert financial advice and customized service to her clients
07/02/2021
I&M targets high-net-worth clients with wealth management unit
It will also offer offshore Investments in collaboration with Bank One Mauritius, which like I&M Bank and I&M Capital is a subsidiary of I&M Group.
07/01/2021
What does the future hold for the Irish wealth market?
High net worth investors are demanding a wider choice of products and more transparent costs and charges
07/01/2021
Lack of adviser businesses up for sale
Looking at latest figures from the Financial Advisers Register (FAR), 112 advisers exited the market in the week ended 25 June.
07/01/2021
Credit Suisse: Antonio Horta-Osório's Seven Seals
Credit Suisse insiders also note that Antonio Horta-Osório hardly joined the Zurich-based bank in order to turn around and orchestrate its sale
07/01/2021
HSBC Names Regional Fund Selection Head
In her new role, which combines Wong's responsibilities, Lim will oversee discretionary, funds and ETFs in Asia.
07/01/2021
Pictet's Laurent Ramsey: «It Didn't Even Take Three Seconds»
Nobody thinks that any one of us is extraordinary but as a whole, we are relatively strong.
07/01/2021
New Report Reveals Global UHNW Population Grew 1.7% in 2020 Despite Covid-19 Disruption
Wealth-X Launches the Ninth Edition of the “World Ultra Wealth Report”
07/01/2021
The latest on JPMorgan's big wealth-management plans
The bank this month also said it's buying UK robo-advisor Nutmeg, which oversees some $4.9 billion for around 140,000 investors
07/01/2021
Qatar Cuts Stake in Credit Suisse
The result is that U.S.-based fund manager BlackRock moves up into the top position with a 5.4-percent share.
07/01/2021
Legal merger of Van Lanschot Kempen NV and Van Lanschot Kempen Wealth Management NV completed
The legal merger was approved by Van Lanschot Kempen’s shareholders at the AGM of 27 May 2021.
07/01/2021
Fairstone acquires Belfast-based adviser
Commenting on the deal, Lee Hartley, chief executive officer of Fairstone, said: “We are delighted to complete the final acquisition of ASM Financial Planning, having worked closely with them throughout the integration phase.
07/01/2021
Enigmatic Sallie Krawcheck finds success evolving her RIA to a more conventional high-net-worth business model, then proclaims her 'contrarian' bonafides
The former chief of Merrill Lynch brokers uses analyst's choice of Bank of America shares as example of also-ran thinking but her maverick approach with Ellevest may be declining.
07/01/2021
Wealth Firm Catering to Billionaires Opens Swiss Office
Was founded in 2019 by ex-Julius Baer banker Ali Jamal
07/01/2021
UBP Makes Second Acquisition in a Week
The transaction, which is an asset deal, is subject to the approval of the relevant regulatory bodies and is expected to be completed in the fourth quarter of 2021.