10/07/2022
7IM owner values platform at £185mn
The £184.5mn valuation - dated end of September - has earned Caledonia an 8 per cent return on its investment for the first half of 2022.
Wealth and Asset Management
10/07/2022
Winners of the International Investment Awards 2022
Many congratulations to all the winners and highly commended individuals and companies from across the international financial services industry in our 23nd annual International Investment Awards 2022
10/07/2022
Wealth managers turn to illiquid assets for higher returns
As 42% want third-party support around ESG investment offerings and integration
10/07/2022
Jupiter splits CIO role and pushes on with fund restructuring plans
Equities and fixed income heads
10/06/2022
New challenges alter the game for private banking
Announcing the winners of The Asset Triple A Private Banking and Wealth Management Awards 2022
10/06/2022
Geneva boutique partners with anti-conflict specialist
De Pury Pictet Turrettini has almost CHF 5bn in assets under management.
10/06/2022
Merrill releases digital tool to match wealth clients with financial advisors
Merrill Advisor Match solves for this need by offering a simple set of questions to answer, serving up a personalized list of advisors and providing the option for the prospect to digitally schedule a meeting with the advisor of their choice.
10/06/2022
KFH – Bahrain launches Wealth Management Platform
The platform aims to streamline both the investment and banking experience for the bank’s high-net-worth clients.
10/06/2022
Quintet recognized for excellence at Global Wealth Awards
Luxembourg-headquartered independent wealth manager named one of Europe's 'Outstanding Private Banks'
10/06/2022
Global wealth firm opens Dubai office
In a bid to serve HNW clients with cross-border financial planning needs
10/06/2022
Deutsche Bank private banking head foresees more deposit rate increases -report
Following up on a large July rate hike, the ECB last month raised its deposit rate to 0.75% from zero, the highest level since 2011, with moves promised for the next several meetings.
10/06/2022
Revealed: John Duffield’s wealth boutique up for sale
Duffield's wealth business, Brompton Asset Management, has hired Fenchurch Advisory to find a buyer.
10/05/2022
Credit Suisse Loses Handful of Private Bankers in Hong Kong
They include managing director and China market leader Luke Chiu, director and team leader Nelson Hui alongside two relationship managers, Hong Kong team director Steven Lau and another two senior private bankers last month.
10/05/2022
Merrill Advisor Match Transforms the Way People Find a Financial Advisor
New Digital Tool Makes It Easier than Ever to Match People Seeking Financial Advice to Financial Advisors
10/05/2022
Wealth management: how private client advisors are adapting to the digital revolution
In some respects, technology is seen as a panacea – the route to a highly connected world and a platform for delivering solutions more efficiently.
10/05/2022
Mercer Advisors Buys $1B AUM Goldstein Munger + Associates
Mercer's California-based addition adds to a string of 14 deals so far this year for the $38 billion AUM RIA.
10/05/2022
Quilter launches initiative to help advisers focus on family wealth
The company has observed that advisers are looking to build out their offering to offer family wealth management services.
10/05/2022
Arbuthnot Banking Group PLC Third Quarter 2022 Trading Update
Accordingly, the Board expects that both reported and underlying profit for the year ending 31 December 2022 will be ahead of market expectations.
10/05/2022
How Raymond James Wants to Help Advisors Up Their HNW Game
To participate in the program, advisors must “have a certain number of clients who [are] high net worth,” which Raymond James defines as having $2.5 million and above of investable net worth
10/05/2022
Raymond James Nabs $1.1 Billion Merrill Team
And a former Merrill Lynch advisor who managed $4.5 billion,quit to open a registered investment advisory firm in San Francisco.