Managers of Wealth

Scotia Wealth Management recognized as best private bank in Canada

This year's two awards follow country-specific wins in the Bahamas and Peru for Scotia Wealth Management in 2021.

Barclays Gets Australian Banking Licence in Expansion Push

Record low interest rates globally have also prompted the world's top banks to look for more fee-generating avenues and expand into other markets, with London-listed HSBC stepping up its focus on Asia this year to boost growth.

BMO Financial Group accelerates North American growth with strategic acquisition

Under the terms of the agreement, BMO will acquire Bank of the West for a cash purchase price of US$16.3 billion, or US$13.4 billion net of estimated US$2.9 billion of excess capital (at closing) at Bank of the West.

2021 In Charts by Mirabaud

The EU is not exempt from the issues facing the rest of the world.

PKB to take on Quintet private bank Switzerland clients

As a result, Quintet’s private banking clients in the country will be able to transfer their assets to PKB.

Succession Wealth buys two south west advice firms

Kit Finney, principal at JCF Financial, said: “As our business grew, we decided to look for a partner with the scale to help service the complex requirements of our expanding client base.

Butterfield to become a local bank in Guernsey

BUTTERFIELD is on a journey to become a ‘full service’ local bank for Guernsey – with mortgages introduced, deposit products launching and credit card plans for the future.

Fieldpoint Private expands

Atlanta, Orlando and Miami Offices Offer Private, Commercial, Personal Banking and Wealth Management

Quilter’s WealthSelect reduces UK exposure as stronger headwinds gather

The move has corresponded with an increase in allocation to European equities as Clark sees similar valuation arguments as the UK for the region but without the level of uncertainty heading into the new year.

UBS Weighs Continuing the Fight in France

The bank has stowed 450 million euros ($508 million) against a potential multi-billion euro penalty.

Mattioli Wood eyes more acquisitions as integrations are on track

Over 10% organic revenue growth

Van Lanschot Kempen sells Global Property Research BV to Solactive

GPR’s operations will be continued, by the current employees of GPR, within Solactive, a German benchmark provider offering indices for a broad range of sectors and asset classes internationally.

Merchant Investment Management Expands Internationally with Partnership

Deal to propel strategic opportunities in the US, in Latin America, Europe and Asia

António Horta-Osório Bumbles Through Minefield

Horta-Osório's role as a cleaner-upper is undermined by the daily media drip-feed, which often portrays him as tone-deaf to Swiss cultural mores.

Swiss private bank to acquire UBS’s Swiss Financial Advisers business serving US clients

Will combine SFA and VSWA, its existing business serving North American Wealth Management clients.

Credit Suisse's Top Tier Under Attack

People with knowledge of the matter gave finews.com a different narrative.

Perigon Wealth Management Announces Merger

Fast-Growing, Multi-Custodial, Advisor-Owned RIA Perigon Leverages Powerful Financial Business Growth Platform to Expand West Coast Presence and Position Firm for Future M&A

New research highlights wealth manager interest in private assets

The research, conducted by the Investment Association and Goji, a provider of regulated platform technology

UBS in talks with China Life for China asset management

Both sources declined to be identified on grounds of the confidentiality of the talks.

Tim Haywood apologises for ‘mistakes made’ at GAM

The regulator has today (16 December) published warning statements about both GAM and Haywood.

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Wealth and Asset Management