09/02/2021
Saltus expands financial planning arm with adviser purchase
Fish Financials’ Farnham offices will be retained, with all clients continuing to be served by their Fish adviser and team, supported by the wider Saltus team.
Wealth and Asset Management
09/02/2021
Seven Ameriprise Financial Advisors Named to the Forbes “America’s Top Wealth Advisors” List
The honor is a testament to their unwavering focus on helping clients achieve their goals by harnessing the broad capabilities and support we offer at Ameriprise.
09/01/2021
How to build tax efficient retirement income by Weatherbys Private Bank
Although this may not be the most efficient for income tax.
09/01/2021
Locational quality 2021 - Credit Suisse
For the first time, Credit Suisse economists have also calculated locational quality rankings for different types of companies.
09/01/2021
Tyndall name returns following acquisition
Tyndall would continue to be led by Brad Potter who would lead a team of 11 professionals, focused on high-conviction, diversified portfolios.
09/01/2021
Schroders and Robowealth form Thai partnership
The two firms are collaborating to offer digital wealth services in Thailand.
09/01/2021
Mattioli Woods' £43.5m adviser acquisition faces delay
It has assets under advice of £1.6bn.
09/01/2021
Successful Succession Planning
The Boston Consulting Group, which compiled the figures, said the ultra-rich held £15.7bn in investable assets, or 15% of the world’s total investable wealth in 2020.
09/01/2021
Schroders Personal Wealth opens Leeds office
The firm said its new offices formed part of SPW’s long-term regional growth strategy to increase its presence across the UK.
09/01/2021
Most Hong Kong funds sold to Chinese investors through Wealth Management Connect will be in yuan, industry players say
More than 90 per cent of fund products to be sold through the connect will have yuan share class funds
09/01/2021
Swiss Asset Manager Wins License for U.S. Clients
This means both LFG Holding companies, LFG Investment Consulting and LFA, have Finma licenses.
09/01/2021
UBS Misses Mark With Coffee-Coded Survey
UBS' intentions in the survey are commendable: it can only reach its diversity goals if it tackles the issue of discrimination internally.
09/01/2021
Clarity on Performance of Swiss Private Banks
Strong. Stable. Successful.
09/01/2021
Courtiers marks £1bn under management
Over the next months and years, clients can expect to see the results of significant and ongoing investment in areas such as communication with Courtiers Advisers
09/01/2021
Wealth Advisory Firm joins Focus Financial Partners
Ancora will significantly expand Focus’ presence in the Midwest high net worth market.
09/01/2021
Basler KB defines an ambitious strategy until 2025
The offer and processes should be noticeably simplified for customers.
08/31/2021
Fieldpoint Private Unveils Its New Look
Modern new identity and website signal the firm’s transformation and expansion
08/31/2021
Two independent Swiss wealth managers Merge
The move, in which no money changes hands but the current owners take ownership stakes in the merged entity
08/31/2021
Tavistock Wealth to be renamed Titan Asset Management as sale to Titan Wealth completes
John Leiper remains as CIO
08/31/2021
SEI Adds Nearly $3.8 Billion in Fiduciary Management Assets Globally in First Half of 2021
Addition of 11 New OCIO and Fiduciary Management Clients in 2021 Supports Global Market Momentum