06/22/2023
Geller Opens South Florida Office
Enhanced Commitment to Managing Every Critical Aspect of Clients’ Complex Financial Lives Through Multidisciplinary Services and Expertise, Introduces New Corporate Branding
Wealth and Asset Management
06/22/2023
Bernstein Private Wealth Management Launches Bernstein Philanthropic Impact Fund in Partnership with National Philanthropic Trust
Amid the growing popularity of DAFs with philanthropic individuals and families, this enhancement to the firm's platform will offer a high-touch and efficient solution for charitable giving across a range of assets and levels of complexity.
06/22/2023
Rockpool Capital plans to expand regionally with SG office
The Hong Kong multi-family office is opening up shop in Singapore, saying having booking centres in both financial centres is crucial to properly service Asian clients.
06/22/2023
RBC Brewin Dolphin’s Cardiff team moves to new office
The new office at Two Central Square is a modern, nine-storey building forming part of the prestigious Central Square development in the heart of the business district.
06/22/2023
Class Action Suit Targets Former Credit Suisse Executives
A group of European bondholders of Credit Suisse affected by the bank's $17 billion writedown on AT1 bonds as part of the takeover deal with UBS is suing former executives of the bank.
06/22/2023
Evelyn Partners continues to expand in Scotland with addition of PPM Wealth team
The move will see a total team of eight move across from PPM Wealth to Evelyn Partners.
06/22/2023
Raymond James opens Newcastle branch
Wealth firm hires Brewin Dolphin trio to run the operation
06/22/2023
Verena Gross of Pictet WM on how relationship management has changed
New head of Swiss-German market Verena Gross says the right senior hires are difficult to find, which is why the group is going back to grassroots.
06/22/2023
BTG Mulls Acquisitions to Build Private-Banking Behemoth
BTG just opened an office in Madrid and in March announced the acquisition of a bank in Luxembourg to serve Latin American costumers, part of its strategy of gaining market share from banks that are giving up their local operations.
06/22/2023
Philip Rodrigs’ £29m fund: We haven’t ‘struggled’ to gain assets
The portfolio manager says his dismissal from River and Mercantile in 2018 has not impacted asset-gathering at his new venture.
06/22/2023
Alvin Lee: «ASEAN Wealth Management is Bullish»
Natural resources, high-tech space, a young population and growing industries in Southeast Asia (ASEAN) will support the region’s economic growth.
06/22/2023
Ratings Agency Warns of Difficult UBS/Credit Suisse Integration
Rating agency DBRS Morningstar has affirmed the long-term issuer rating of UBS AG at AA (low) and that of UBS Group at A (high).
06/21/2023
Seven J.P. Morgan Wealth Management and First Republic Advisors Named Barron’s Top Women Financial Advisors
All have been on the three most recent Top Women rankings, and some longer.
06/21/2023
Private banking group unveils Manchester office
It also has operations in London, Bournemouth, Glasgow and Edinburgh
06/21/2023
GAM issues a first quarter 2023 Interim Financial Report
As previously reported on 4 May 2023, total assets under management were CHF 71.7 billion as at 31 March 2023, compared to a total of CHF 75.0 billion as at 31 December 2022.
06/21/2023
Liontrust suffers near £5bn outflow
The firm’s AUM dropped 6% to £31.4bn on the back of hefty client redemptions.
06/21/2023
Bellevue anticipates significantly lower first-half results versus the prior-year period
Half-year results 2023
06/21/2023
UAE’s first digitally-enabled private wealth management platform, Vault, to redefine investment practices in the region
Recognizing the prevalent challenges faced by clients, Vault’s founders leveraged their industry experience to address key issues and reshape the investment landscape.
06/21/2023
Pension tax upheaval boosts wealth managers
Rich clients rush to profit from giveaway but must consider wider picture
06/21/2023
Hugo Bedford is a Top Recommended Wealth Manager in Spear's 500 2023 Index
Once again, JM Finn's CEO features in the Spear's 500 guide to the best UK wealth managers.