01/07/2022
Rathbones tipped as top 2022 growth play after key Saunderson buy
Peel Hunt expects Rathbones to reap the rewards of last year’s £150 Saunderson deal, fuelling a potential 29% rise in its share price.
Wealth and Asset Management
01/07/2022
Asia's Growing Wealth a Boost for Pictet's Franchise
Asia's economic growth is one of the firm's key themes for the next few years
01/07/2022
Schwab can dominate US wealth Market
Financial services group towers above its broking rivals following the acquisition of TD Ameritrade
01/06/2022
Weatherbys Private Bank: Rising to the challenge
Quentin Marshall, Managing Director, looks back over the last 12 months for his review of 2021.
01/06/2022
CEO to Step Back to Undergo Treatment for Cancer
He will continue to accompany the strategically relevant topics, in particular the start of the "Simply Safe: Season 2" strategy program.
01/06/2022
CS at a loss in Germany - and still hopeful
A look into the details evidently several effects that put the loss of German unity in a different light.
01/06/2022
Mattioli Woods sees 42% increase in assets
We remain committed to our culture of putting clients first and to delivering our ambitious growth plans for the business.
01/06/2022
HSBC Private Bank Lures Record $3.2 Billion Into Alternatives
Bank raised $1.9 billion for alternative investments in Asia
01/06/2022
After 2021’s stellar profits, what’s next?
In these videos, Rathbones’ co-chief investment officer Ed Smith gives a review of 2021 and discusses our outlook for 2022.
01/06/2022
Sanlam to split head of asset management role
But a source told Money Marketing that everything is still under consideration.
01/05/2022
Deutsche Bank in Talks For Wealth JV in China
Deutsche Bank plans to take a majority stake in the wealth management joint venture with Postal Savings Bank of China, though discussions remain underway with no agreements concluded.
01/05/2022
Hightower buys $1.7bn Chicago RIA
As part of the transaction, Hightower has also acquired Trust Company of Illinois, a TC Wealth subsidiary.
01/05/2022
Bank Syz buys wealth manager
The acquisition will reinforce the private bank’s presence in Zurich.
01/05/2022
Benchmark replacement determination for UBS Group AG CHF Tier 1 capital notes
On 1 November 2021, UBS announced its intention to have an independent adviser determine an alternative benchmark rate that will be at the independent adviser's discretion and in accordance with the specifications provided in the terms and conditions
01/05/2022
Zug AM moves to Zurich
The firm also has offices in Germany.
01/05/2022
Odey Asset Management sees profits soar to £40m
Crispin Odey’s profit share increases tenfold
01/05/2022
New wealth firm launches AIM IHT portfolio with value focus
O-IM, which was established by two former JP Morgan directors, has launched an AIM IHT portfolio with a focus on 20 value-based businesses.
01/04/2022
Texas Team With $700M AUA Joins Private Wealth From Wells Fargo
The team joined Private Wealth Asset Management several weeks after two other advisors left Wells Fargo to head a new division at the RIA specializing in clients’ real estate and energy needs.
01/04/2022
Italy’s top private bank to allow users to buy Bitcoin
The private bank will become the country's first to offer direct crypto purchases.
01/04/2022
These makers of the financial world could surprise in 2022
This coming April, the Swiss will stand for election together with the designated UBS President Colm Kelleher - an Irishman with a Wall Street past.