01/26/2022
Outperforming in 2022: Is the wind of change blowing in Wealth Management?
Now that we prepare ourselves to face the next, upcoming challenges of 2022 some questions arise.
01/26/2022
Brewin Dolphin Holdings Quarterly Trading Update
Continued organic growth momentum, advice-focused strategy delivering
01/26/2022
Quilter reports strong final quarter of 2021
Strong performance from the new Quilter Investment Platform
01/26/2022
Gilbert's attention shifts to wealth firms after R&M deal
Gilbert said the R&M deal had been a big focus of his "for much of the past year" and that AssetCo now had "nothing imminent" in the acquisition pipeline.
01/26/2022
The 2022 Spear’s Reputation Management Index is here
Welcome to the Spear’s Reputation Management Index, our ranking of the best reputation managers and lawyers in London and beyond
01/26/2022
Two Swiss Wealth Boutiques Merge
The integration of Pentagram Wealth Management in the Woodman group is a unique opportunity for further growth in a competitive environment
01/26/2022
Kingswood buys South Yorkshire IFA
This will make client transition as smooth as possible and enable me to continue to oversee my clients' best interests for the future.
01/25/2022
Envestnet's investment in Ellevest comes as the automated advice platform surpasses $1 billion in AUM.
01/25/2022
Wise Alpha forges strategic partnership with UK-based Fintec
WiseAlpha and Fortu Wealth are both optimistic that this partnership will expand their enthusiastic client base around the globe as well as educating and raising awareness of their forward-looking products and services.
01/25/2022
LWA adds $2 billion in assets, expands Wealthspire’s Northeast, West Coast, and Midwest market share
01/25/2022
The financial results are still subject to detailed finalization and review.
01/25/2022
The parties welcome this opportunity to embark on the next chapter in their growth story.
01/25/2022
By becoming a member of the OpenWealth Association, Bank Julius Baer is actively supporting the development of the OpenWealth API Standard and acknowledges its use.
01/25/2022
We spoke to Kakou Technologies CEO Ann Fomukong-Boden about how her decision to become a B Corp gave her a business case for diversity and inclusion
01/25/2022
Both companies featured in Citywire Switzerland’s Top 50 Independent Asset Managers 2021.
01/25/2022
A look at the major movers on the London market on Tuesday
01/25/2022
The segment will deliver wealth management insights, inclusive investment solutions for investors who want to use their wealth to drive inclusion efforts, and advice to multicultural investors and their allies.
01/24/2022
Neither boutique firm disclosed financial details of the transaction, which closed on Friday.
01/24/2022
His career to date demonstrates both the central role Switzerland plays in the finance and raw materials sectors, and the vitality of West Africa's banking sector
01/24/2022
It isn't clear whether UBS still owes him the share payout, as Lehmann moved from an executive to a board role.