10/09/2024
Clarion Wealth Planning announces management buyout
Now, the management team will acquire a majority stake in Clarion, while Walker will remain i the firm for at least five more years.
Wealth and Asset Management
10/09/2024
Russell Investments launches evergreen private credit fund
The investment firm has set up a multi-manager solution and is targeting 8% net annualised returns.
10/09/2024
J.P. Morgan Asset Management Enhances Morgan Money with Expanded Access to Diverse Asset Classes
Collaboration with GLMX to offer clients a broader range of money market instruments
10/09/2024
Van Lanschot Kempen partners with Collective Action to strengthen impact proposition
The partnership will strengthen Van Lanschot Kempen’s advisory services
10/09/2024
Titan Wealth Group announces the creation of Titan Settlement & Custody
The newly created division underpins the Titan Wealth Group’s capability in custody and settlement services
10/09/2024
Sustainability Award | Digital Accessibility: A Step Towards More Inclusion
For the sixth time in a row, the HWZ, in collaboration with UBS, is awarding the Sustainability Prize for outstanding bachelor's theses.
10/09/2024
Redefining wealth management: How family offices can lead the charge in responsible investing
Family offices have traditionally been seen as guardians of wealth, focused on preserving and growing assets for future generations.
10/09/2024
BlackRock and J.P. Morgan Back Wealth Management Solutions Provider Dynasty
The company’s offerings include integrated technology, services, turnkey asset management program, digital lead generation services, capital solutions and investment bank
10/09/2024
BOS sees rising ‘non-dom’ flows from UK to Singapore
Non-dom describes a UK resident whose permanent home – or domicile – for tax purposes is outside the UK.
10/08/2024
Northern Trust AM to Grow Fixed Income in EMEA
As a result, in April this year Northern Trust Asset Management announced that Christian Roth has been hired as chief investment officer of global fixed income.
10/08/2024
LPL Financial Welcomes Morristown Wealth Management
They reported having served approximately $340 million in advisory and retirement plan assets* and join LPL from Raymond James Financial Services.
10/08/2024
Wealth Management Industry Awards: On the Red Carpet with Peter Nolan
At the 10th Annual Wealth Management Industry Awards, Peter Nolan, EVP, Strategic Sales & Partnerships, Pontera discusses how his firm allows advisors to provide their clients with integrated advice
10/08/2024
Brooks Macdonald Group to acquire UK chartered financial planner LIFT for £45m
As at 31 December 2023, assets under advice were c. £1.6bn
10/08/2024
UK financial planner Clarion WP bought by management team after nearly 40 years
Founder Ron Walker has sold 60% of his shareholding in the Alderley Edge-based practice
10/08/2024
abrdn Expands Real Estate Business in Japan
This expansion underlines our ambition to excel in the Japanese real estate market.
10/08/2024
Habib Bank AG Zurich: A future-forward wealth management strategy
Sheheryar Rasul, CEO and country head – Switzerland Group Wealth Management, Habib Bank AG Zurich, shares the bank’s long-term vision, with a focus on trust and innovation
10/08/2024
Alpian launches wealth management mandate from CHF 2,000
The new offering has an annual fee of 0.75% and includes the option for personal advice.
10/08/2024
JPMorgan to Base Group of Private Bankers in New Munich Office
JPMorgan has long been expanding its operations in the country
10/08/2024
Commerzbank Creates Division for Ultra-High-Net-Worth Clients and Family Offices
The unit will have new locations in Hamburg and Stuttgart, in addition to its existing teams in Berlin, Dusseldorf, Frankfurt and Munich.
10/08/2024
The high net worth insurance market in APAC
Wealth growth and preservation, and legacy planning