01/26/2021
Mercer Advisors Acquires Marrs Wealth Management, LLC
Acquisition of Marrs Wealth Management, LLC (Registered Investment Adviser), Expands Mercer Advisors' Presence in Iowa and Central United States
Wealth and Asset Management
01/26/2021
Diary of a Fund Manager - Two Pillars
In amongst all the distractions, focusing on what really matters will be the key to investment success.
01/26/2021
Zurich has become the favourite city of the ultra rich, replacing Paris, property ranking table shows, with Covid seeing favourites like New York fall out of favour
The annual list of top 50 metropolises for the megarich is produced by London-based real estate consulting firm BARNES International
01/26/2021
Asian ambitions
Eric Bramoullé, CEO of Amundi South Asia, says the group aims to expand assets under management in the Asia-Pacific by more than 60 per cent
01/25/2021
JM Finn agrees terms on new headquarters
The firm has agreed to take the 5th and part of the 6th floors at 25 Copthall Avenue, just a short walk from it’s existing headquarters in Coleman Street.
01/25/2021
Stirring The Status Quo In Wealth Management
The idea behind True Beacon is to inspire more accountability in the wealth management space
01/25/2021
StashAway announces Assets under Management of US$1billion
According to StashAway, it reached the key milestone at a rate faster than the world’s largest digital wealth managers, Betterment and Wealthfront.
01/25/2021
JP Morgan Snags 7 AFTAs—Here’s Why They Won
Built in early 2019, OmniAI now provides a single place where data scientists can discover, experiment, share, and deploy their work into production applications in a secure and compliant manner.
01/25/2021
AFTAs 2020: Best Back-Office Initiative—SEI
The best back-office initiative AFTA has for the most part been awarded to London-based SmartStream since the category’s inception in 2016.
01/25/2021
Financial advisers’ embrace of digitalisation tested by pandemic
More firms are finding the value of tech to upgrade operations and improve customer experience
01/25/2021
M&A in 2021: asset management primed for consolidation
Dealmaking is hotting up in a sector under relentless margin pressure
01/25/2021
Standard Life Aberdeen puts bonuses on the back burner
New CEO Stephen Bird reportedly told staff not to expect a bonus in a videoconference call last week.
01/25/2021
Axel Weber Heads Into Wearisome Final Year
Instead, Weber is thinking about Plan B as UBS decides if it can sweat out an up to 18-month Dutch criminal investigation into Hamers’ time at ING.
01/25/2021
What is a top consideration for wealthy families from the Middle East?
In November last year, the UAE also changed some of its laws to allow for more liberal living.
01/25/2021
Private equity swoop on AFH in £225m takeover bid
National advice firm AFH Financial has received a £225m cash offer by US-based private equity firm Cortina Bidco for a takeover of the business.
01/25/2021
Scottish IFA makes first foray into acquisition market
Dundee-based Thorntons Investments has acquired two Scottish advice firms.
01/25/2021
Covid-19 One Year On: Exposing Inefficiencies Towards a New Paradigm in Wealth Management
After almost a year living and working under the “pandemic siege”, we can now see how financial institutions have responded to these issues.
01/25/2021
A Positive End to a Remarkable Year
We reflect on markets in December and how we navigated the ups and downs of 2020.
01/25/2021
Darlington financial planning firm acquired by wealth management group
This acquisition further strengthens our national network giving us an additional local office in the important Darlington, Teesside and North Yorkshire region.
01/25/2021
Everything is up by Rathbone Brothers
Markets have had a stellar run, despite mixed news on inoculations. It’s in everyone’s interests for asset prices to remain high, but that’s no guarantee they will stay that way. As always, diversification is key.