11/07/2024
'Clients are already topping up,' says Blackhorn's Lee on UBP hedge fund
The deal, which was inked in January, involves a fund-of-fund hedges fund strategy from UBP Asset Management.
Wealth and Asset Management
11/06/2024
GYL Financial Synergies Joins The Colony Group
We are thrilled to welcome GYL and its highly skilled and motivated network of talented professionals to our firm
11/06/2024
Rothschild & Co Wealth Management Switzerland named Best Private Bank
This award celebrates the outstanding achievements of individual private bankers and the top companies in the Swiss industry.
11/06/2024
How to avoid cashflow pitfalls when selling your business
The best way to do this is by creating a wealth plan that details your and your family’s medium-term financial needs and aspirations, along with an investment strategy designed to support these goals.
11/06/2024
Wealth firm Perspective celebrates deals century
The deals have added £1 billion of assets under advice to the business, as well as 2500 client households, six offices and 48 staff.
11/06/2024
A call for change: three main challenges that the wealth management industry has to address
For the wealth management industry, the UK presents a particular interest — 14% of the overall population is considered to be high-net-worth individuals (HNWIs).
11/06/2024
Before AI met wealth management & the tech challenges we forget about
In less than two years, AI’s potential has become widely recognised, with wealth management being no exception.
11/06/2024
Hightower: Strategic Investment In $1.1+ Billion Wealth Management Team FPIS
As part of this deal, FPIS promoted two individuals to partner, Brock Becker and Carl Ekstrom, who are important to the team’s growth strategy.
11/06/2024
Carne: 82% of UK asset managers considering LTAF launch
Less than a quarter of wealth managers currently use an LTAF or ELTIF
11/06/2024
Citywire Wealth Manager announces its Top 100 Investment Managers 2024
This achievement is a testament to their exceptional talent and dedication to delivering outstanding results for their customers.
11/06/2024
ASHL sells off LYNC Wealth Management
It’s the second sell off in seven days for ASHL which last week sold its MPS provider Rockhold Asset Management, also to 7IM.
11/06/2024
Mary-Anne Daly, CEO, Wealth Management, has been named in the Financial News inaugural Twenty Most Influential in Wealth Management
Under her leadership, Cazenove Capital has expanded its footprint in the UK over the past three years.
11/06/2024
Members of industry leading ‘UK Wealth Managers on Climate Group' come together to initiate change
Today, the UK wealth management industry controls over £1 trillion of assets and accounts for around 11% of the UK asset management industry assets under management (AUM)1.
11/05/2024
7IM co-founds group promoting net zero for asset managers
The group has nine members which have a combined total of £165m of assets under management.
11/05/2024
Brookfield Asset Management Announces Record Third Quarter Results
$135 Billion of Capital Raised Over LTM, Growing Fee-Bearing Capital 23% to $539 Billion
11/05/2024
UK wealth managers and financial advisers expect clients to increase allocations to emerging and frontier markets
Two thirds of wealth managers and financial advisers surveyed believe clients are currently underweight in emerging markets.
11/05/2024
Brooks Macdonald acquires CST Wealth Management to continue growth in financial planning
The acquisition adds to Brooks Macdonald’s growing offering in Wales, with the CST team well known to the firm.
11/05/2024
Mattioli Woods acquires Stockport-based Cullen Wealth
Mattioli Woods is a diversified wealth and asset management business.
11/05/2024
Allianz X and AlTi Tiedemann Global forge unique joint venture to pioneer UHNW wealth access to private markets alongside Allianz’s balance sheet investments powered by Allianz Global Investors
Through the joint venture, AlTi and AllianzGI will launch a private markets investment program for UHNW clients that will benefit from AllianzGI’s exceptional network and scale.
11/05/2024
Apollo Assets Reach $733 Billion, Boosted by Wealth Clients
Total capital raised from individuals exceeds 2023 inflows