10/11/2021
Gresham House Strategic drops investment manager after review
Today the trust said it has terminated with immediate effect its investment management agreement with GHAM after an “extensive process” .
Wealth and Asset Management
10/11/2021
UBS Covered Bond Programme
UBS’s Covered Bond Programme has phased out any reference to Swiss Franc LIBOR.
10/11/2021
A reinvented Franklin Templeton offers wider array of specialisations, solutions and capabilities
The union of these two storied asset managers brings new investment capabilities and more specialisations, backed by Franklin Templeton’s familiar global strength.
10/10/2021
Evergrande reprimands insiders for hitting the exit ahead of wealth product clients, forcing redeemers to return proceeds
Six managers of Evergrande Wealth Management who had redeemed 12 products between May 1 and September 7 ahead of schedule were ordered to return the proceeds, and were reprimanded
10/09/2021
Wealth Management Monthly Market Summary by Rothschild
After major equity indices posted new highs at the beginning of the month, corporate profit warnings, inflation, US tapering concerns as well as signs of weakening global growth put markets under pressure. Central Bank rhetoric became less dovish.
10/09/2021
Women in private wealth
Surveys have shown that men and women can have differing approaches to wealth management, and that women are more sensitive to gender bias.
10/09/2021
UBS launches collective philanthropy initiative to help clients address critical global issues
Our goal is to mobilize private capital and support effective programs to address some of the most critical challenges of our time, which can best be addressed by working together
10/08/2021
Fosun's German private banking unit acquires full ownership of Bankhaus Lampe
The Chinese innovation-driven consumer group continues to expand its presence in Germany while focusing on growth in its home market and beyond
10/08/2021
Home working prompts Brewin Dolphin to abandon HQ relocation plans
But the rise in home working, induced by the pandemic, has prompted the wealth manager firm to change its plans and scrap the relocation which was reportedly going to cost up to £10m, following a “post pandemic” review of its office spac
10/08/2021
Pictet scraps LatAm expansion plan after exec exit: Sources
The private bank rejected a plan developed partly by the former wealth co-head to focus more on Latin America.
10/08/2021
Ullmann Wealth Partners, a Leading Independent Wealth Manager in Florida, to Join Focus as a New Partner Firm
Ullmann Wealth Partners' highly customized, goals-based approach integrates a full suite of services, including investment management, financial planning, advanced estate planning, charitable giving, and insurance and tax strategies.
10/07/2021
Fairstone adds 27 advisers in latest IFA purchase
The client-focussed team has almost three decades of experience in providing quality advice and exceptional service to their clients, making them an excellent fit for Fairstone.
10/07/2021
Kestra Private Wealth Services Expands National Presence
Breakaway wealth management team chose independence for enhanced product and service offerings
10/07/2021
The Deloitte International Wealth Management Centre Ranking 2021
Proving its worth in today’s turbulent world
10/07/2021
Fairstone snaps up £850m AUM south coast advice firm
The acquisition of Chadney Bulgin in a deal of undisclosed value will take Fairstone’s total assets under management to £12bn.
10/07/2021
The importance of Responsible Wealth Management
In this episode of Wealth Insights we discuss how the financial services industry, and wealth managers like Julius Baer, can help drive the sustainability agenda forward.
10/07/2021
UK wealth manager unveils succession programme for advisers
It wants to ‘explore’ bringing IFA client books to the firm
10/07/2021
Swiss WMs pick the crypto to rule them all
The wealth managers also answere
10/07/2021
Brooks Macdonald International unveils group annual results
The results also show that FUM for the International business grew by 59.2% to £2.5bn at the end of the period.
10/07/2021
Savant Wealth Management Announces Strategic Minority Investment
The partnership is designed to accelerate Savant's acquisition and organic growth strategies by augmenting its capabilities and providing access to additional growth capital.