09/07/2023
Crypto has created 182 centi-millionaires, world’s first Crypto Wealth Report finds
In the global super-rich league, there are now 182 crypto HNWIs with crypto holdings of $100 million, inaugural Henley & Partners report finds
Wealth and Asset Management
09/06/2023
$4.5 Billion Private Banking Team Chooses Independence with Fidelis Capital to Solve Complex Issues for UHNW Clients
The five-person wealth management team has over 70 years of collective experience serving individuals and families, family offices, and institutions
09/06/2023
LGIM Opens New Singapore Office
Legal & General Investment Management (LGIM) has opened a Singapore office as part of broader plans to grow across APAC
09/06/2023
Goldman Sachs Asset Management wins UK’s largest OCIO mandate with BAE Systems
The move will see the scheme's in-house investment management team join GSAM towards the end of 2023
09/06/2023
Partners Group reports revenue growth of 19% supported by solid performance fee development
Performance fees increased to CHF 265 million and accounted for 25% of total revenues
09/06/2023
GAM convenes Extraordinary General Meeting of Shareholders
The current GAM Board proposes to approve Rock’s proposals and urges shareholders to vote accordingly.
09/06/2023
Swiss Life increases both operating profit and net profit on a comparable basis in the first half of 2023
Operating and net profit increased on a comparable basis, fee business subdued The Swiss Life Group achieved an operating profit of CHF 836 million in the first half of 2023.
09/06/2023
Atomos acquires IFA business Equanimity
The firm has 12 employees, offering advice to predominantly female, high-net-worth clients and business owners across financial planning, wealth management, and financial protection.
09/06/2023
Evelyn Partners sign deal for new Bracknell office
The new offices in Western Road will house the firm’s 210-strong Bracknell team in a modern development that is on track to become one of the most sustainable business parks in the Thames Valley
09/05/2023
WM Investment Performance Awards 2023: The shortlists revealed!
Our annual awards recognise the wealth firms that have delivered strong returns for clients in these challenging market conditions.
09/05/2023
ARC: Wealth managers warming to equities but shun UK
While sentiment strongest on bonds, according to August investment manager survey
09/05/2023
Mattioli Woods: a leading wealth management and employee benefit specialist
This strategic move by Mattioli Woods opens up a vast horizon for shared visions and holds immense potential for future growth.
09/05/2023
“Engagement is fatuous” – Quilter Cheviot challenges investment trust sector with long-term engagement programme
During this first phase of the long-term engagement, Quilter Cheviot met with the chairs and other non-executive directors (NEDs) of 41 equity investment trusts.
09/05/2023
TISE announces record turnover for H1 2023
Record turnover of £5.2 million despite the continued macro-economic headwinds
09/05/2023
The New UBS Embraces Shareholder Value
By 2026, UBS expects to reap cost savings of $10 billion dollars annually on a 15 percent return on equity.
09/05/2023
Swiss banks are likely to increase business success in 2023
Due to the better environment, the Swiss Banking Outlook predicts an increase in the business success of local banks for 2023.
09/05/2023
BRI Wealth Management expands with purchase of advice firm
The deal follows BRI’s purchase of Bransford Financial Planning in January which brought an additional £25mn of assets under management.
09/05/2023
Former City Asset Management investment director starts wealth boutique
Daniel Minett is collaborating with P1 Investment Services to develop a wealth management firm that will combine DFM customer services with innovative technology.
09/05/2023
Caledonia Investments to sell stake in wealth manager 7IM for $321.5 mln
The deal furthers the consolidation in Britain's money management industry as private equity firms look to snap up investment advisers to either sell them to a competitor or publicly list them.
09/05/2023
Intergenerational transfers of wealth: what and when to gift?
For this reason, appropriate planning using wills is always encouraged.