07/26/2021
Two more acquisition deals sees Fairstone expand into Yorkshire and Scotland
The Tyneside-based financial advice company has now launched six takeovers through its downstreet buy out programme
Wealth and Asset Management
07/26/2021
Gary Walker Wealth Management in Dons deal
“After such a difficult period during Covid I wanted to step up my support for the Club to help them fulfil their ambitions.
07/26/2021
Goldman Sachs Asset Management and DWS mulling offers for NN Investment Partners - reports
NN Group ‘reviewing strategic options’ for NN IP since April
07/26/2021
SIX expands its international custody services reach to US
SIX delivers securities services to banks, private banks, wealth managers, broker-dealers and other clients across the global financial sector.
07/26/2021
Ed Dodig aims to expand CIBC’s private wealth arm
Mr. Dodig has been running the bank’s private wealth division in Canada since 2019
07/26/2021
7IM provides investors liquidity through partial merger of suspended funds
DRUM Income REIT uncovered as illiquid
07/26/2021
Raymond James opens Cheltenham branch
Earlier this month the firm opened a branch in Cheshire, which is led by Audrey McKinstry and John Simpson.
07/26/2021
Ogier the only offshore firm to be ranked top tier across the board in new Chambers HNW Guide
Alongside the service-line rankings, 11 members of the team have achieved individual rankings.
07/26/2021
Big U.S. Banks Are Going All Out on Loans to the Wealthy
In fact, JPMorgan and Citi are now lending more to high net worth clients than to their millions of credit card customers, whereas just ten years ago
07/26/2021
Rothschild & Co launches Wealth Management business in Madrid, Spain
The launch of this new business area will increase the company's presence and broaden its offering to both existing and prospective clients in Spain
07/26/2021
Mediobanca reaches for low-hanging wealth fruit
The business serves customers with some 17 billion euros of assets and makes about 25 million euros a year in net profit.
07/25/2021
Withers global art team recognized by Chambers 2021 HNW guide
The guide identifies and ranks law firms and lawyers around the world, with the HNW Guide specifically focusing on those representing wealthy individuals and families.
07/23/2021
JPMorgan to hire more than 500 wealth management advisers
That plan would more than double the 450 brokers now working for J.P. Morgan Advisors, the bank’s boutique wealth management firm.
07/23/2021
Singapore’s wealth fund posts highest rate of return in 6 years
GIC reported an annualised 20-year real rate of return, its main performance metric, of 4.3 per cent for the year until the end of March, the highest since 2015, when it posted returns of 4.9 per cent.
07/23/2021
Brewin Dolphin: Quarterly Trading Update
Q3 discretionary net flows of £0.7bn, an annualised growth of 6.1%; implementation of our custody and settlement system remains on track
07/23/2021
What's Next for Diversity and Inclusion in Wealth Management?
Though more than half of the U.S. population is female and women control one-third of household assets (more than $10 trillion), only about 1 in 5 financial advisors are women, according to Cerulli data.
07/23/2021
Can Spacs conquer the world of wealth management?
Blank cheque vehicles can offer access to public markets at a crucial time for firms in the sector, but there are drawbacks aplenty
07/23/2021
Wealth and Asset Managers Will Go Head to Head as Their Opportunities Converge
On the other hand, for asset managers, the opportunity lies in delivering differentiated, in-demand products to retail investors.
07/23/2021
Credit Suisse Super League: Football for all in the new season
In addition to exclusive offers for clients, families and Credit Suisse employees, fans who have no connection to the bank will be able to take advantage of a wide range of attractive offers surrounding the League and the top clubs.
07/23/2021
Independent Asset Managers: Consolidation Warming Up
He is involved in some of the negotiations and is therefore bound by confidentiality.