07/13/2023
Fairstone establishes 'West Midlands Hub' with investment in Dudley's Prosperity Wealth
The growing North East wealth management group says it is looking to back management teams of larger independent financial advice firms
Wealth and Asset Management
07/13/2023
Brooks Macdonald assets tick up on £100m quarterly inflow
In a trading update this morning, the wealth manager reported a FUM increase of 0.4% in the three-month period ending 30 June, climbing from £16.79bn to £16.85bn.
07/13/2023
GAM's largest shareholder supports the Liontrust offer
A shareholder since August 2011, Silchester is familiar with the asset management industry, regulatory approval processes globally, and GAM’s management.
07/13/2023
CEE’s best bank for wealth management 2023: UniCredit
But UniCredit is clearly committed to staying the course.
07/13/2023
Succession Wealth expands its Birmingham HQ
Totalling 64,000 sq ft, the 11-storey development has recently undergone an extensive programme of refurbishment
07/13/2023
Got less than $680,000 to invest? Morgan Stanley doesn’t want your business
Once the review is completed, impacted clients will be contacted and presented with alternative solutions, where appropriate, ensuring a smooth transition.
07/13/2023
There is a lot of catching up to do when it comes to digitization
This is the result of a survey of banks, wealth managers and asset managers by the fintech provider Objectway.
07/13/2023
UBS’s integration of Credit Suisse presents opportunities for smaller wealth managers in Asia-Pacific
The integration of Credit Suisse into UBS and the subsequent restructuring will massively impact the banking giant’s operations in Asia-Pacific
07/13/2023
Latin America’s best bank for wealth management 2023: Banco Santander
It has a strong local presence in each of those markets except Peru, which it serves, along with Ecuador, Colombia and Bolivia, from its Miami hub.
07/13/2023
Sir Trevor McDonald OBE confirms attendance at Private Wealth Forum
Sir Trevor will take part in a fireside chat with Guernsey Finance Chief Executive Rupert Pleasant at the forum, which is the flagship event for Guernsey’s Private Wealth sector.
07/12/2023
Intesa CEO: bank to expand in wealth management thanks to technology
Intesa last month launched Isybank, a cloud-based mobile-only bank powered by Britain's Thought Machine, which Italy's biggest lender is targeting at younger customers with digital skills and a need for only basic banking services.
07/12/2023
Monthly update: Sun shines on a brighter market mood
Stock markets are holding up, driven by easing US inflation and prospects of an uneventful economic slowdown.
07/12/2023
Credit Suisse Employees Trapped in No Man’s Land
That is potentially why the potential scale and extent of any domestic restructuring may come as more of a relative shock to a significant number of Swiss employees.
07/12/2023
UBS Announces Latest Round of Personnel Decisions
By region, Thomas de Garidel and Tim Wannenmacher have been named co-heads of global Markets APAC, and in Europe, Middle East and Africa (EMEA), Paolo Croce gets the leadership role.
07/12/2023
Appenzeller Kantonalbank Half-year report 2023
The inflow of customer funds was 43 million, which means that APPKB continues to be very well funded.
07/12/2023
Close Brothers considering sale of wealth management arm – reports
Allegedly working with Goldman Sachs on a review of the business
07/12/2023
Goldman Lampe Private Bank Shields Clients from Scams and Fraud, Saving 150 Million Euros in 2022
Goldman Lampe Private Bank's innovative approach to combating scams revolves around maintaining close relationships with its clients and taking immediate action when fraud is detected.
07/11/2023
Business integration in wealth management M&A
In this series of articles we look at a variety of aspects in M&A transactions that can affect value, for buyer or seller, and propose ways of addressing these in the commercial terms to enhance value.
07/11/2023
WRISE expands organization and leadership team
Wealth manager seeks to better service the needs of UHNWIs and family officers
07/11/2023
Banque Heritage SA: Results for first half of 2023
Banque Heritage Reaps the Rewards of its Sound Management and Benefits from the Current Financial Environment