Managers of Wealth

MAG Wealth Management Acquires Ovation Wealth Advisors, Rebrands as Carson Wealth

This merger represents a significant leap in scale, addressing a common growth challenge faced by many independent advisors.

Wealth management firm Fairstone buys Donegal brokerage

Acquisition comes amid continuing consolidation in the sector

Blackstone to train Hong Kong wealth managers as private assets gain investor favour

Alternative asset manager launches Blackstone University programme along with Private Wealth Management Association

HSBC expands Global Private Banking in Kuwait

The launch of Global Private Banking in Kuwait is a significant milestone for HSBC and reinforces its commitment to Kuwait.

Julius Baer: Interim Management Statement for the first ten months of 2024

Substantial increase in client assets – Accelerated net inflows – Solid capital position – Start date of new CEO set for 9 January 2025.

Margetts Wealth stays independent with management buy-in

The aim is to go for 20% growth over the next twelve months

‘Articulate the alpha!’ Arbuthnot’s Osman tells fund managers

Arbuthnot investment head Eren Osman believes fund managers need to ‘surgically’ demonstrate how they generate alpha as the ETF threat to their existance grows.

Liontrust to Integrate Global Fixed Income Team into Liontrust Multi-Asset Team

Both the MA and GFI teams believe there will be greater diversity in interest rate policies around the world going forward.

JTC Recognised Again at Wealthbriefing Channel Islands Awards

Recognition at the Wealthbriefing Channel Islands Awards concludes another highly successful year for JTC’s PCS team

MAG Wealth Management takes over Ovation Wealth Advisors

The merger is set to establish Minnesota's first Carson Wealth location, with $350m in assets.

Nordea completes the acquisition of Danske Bank’s personal customer and private banking business in Norway

The acquisition is an ideal strategic fit for Nordea and will strengthen Nordea’s market position in Norway among household customers.

Gonet to merge with private bank

The deal to take over One Swiss Bank will take the assets under management of the Arab Bank Switzerland Group to nearly CHF 20bn.

EFG International reports 10-months 2024 business update

Revenue margin was 96 basis points for the first ten months of 2024, compared to 97 basis points for 1H24 and 99 basis points for FY23

Robinhood Dives Into Wealth Management With Acquisition of TradePMR

The deal gives Robinhood a toehold in one of the fastest-growing segments of the multi-trillion dollar wealth management industry—and advances Robinhood’s goal of diversifying its business.

Quilter Investors Monthly Income range introduces new asset classes to portfolio

The emerging market debt exposure will stand at 1.25% in the Monthly Income portfolio and 0.75% in the Monthly Income & Growth portfolio.

Liontrust Implements Data Solution in Collaboration with BlackRock Aladdin and BNY to Enhance Investment Management, Client Service and Scalability

The new technology solution improves investment and risk tools, enables productivity gains and enhances the information supplied to Liontrust’s investment teams and clients.

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Wealth and Asset Management