08/23/2022
LGT Wealth partners rake in £25m as profit near doubles
Partners at the wealth manager were able to split £24.7m between them as pre-tax profit near doubled to £42.2m in 2021.
Wealth and Asset Management
08/22/2022
Sanctuary Wealth Facilitates Tuck-in of $460 Million Texas Firm Breaking from Merrill Lynch
The Alteri Group, a six-person team, chooses independence with Sanctuary Wealth partner firm 6 Degrees Wealth
08/22/2022
Strategy blog: Inflation and growth
Another bad UK CPI doesn't help…
08/22/2022
Citi's Asia Wealth Clients Pour Billions into Bonds
Investments were mainly US dollar-denominated and booked in the bank’s regional wealth hubs in Hong Kong and Singapore.
08/22/2022
Is the next big deal in Swiss Private Banking imminent?
While some simulation games very quickly lack economic logic, in this case there are a number of arguments in favor of such a pairing.
08/22/2022
Baumann & Cie buys in north-western Switzerland
For the customers and employees of the family business, this step means continuity and access to a complemented range of services within the Baumann Group.
08/22/2022
Strong growth at UK private bank Hampden & Co with record H1 results
The bank benefitted from strong demand for its range of deposit, lending and day-to-day banking services.
08/22/2022
Quilter signs sponsorship deal with Girls Are Investors charity
Gain was set up by investment professionals to champion diversity in the workplace and encourage more young women into the financial services industry.
08/19/2022
UK inflation rises to 40 year high
In July UK CPI hit its highest level in 40 years. Unfortunately, it looks set to continue its march higher in the coming months.
08/19/2022
Connectus Wealth Advisers Launches MyConnectus
With MyConnectus, we have developed an integrated solution that will substantially enhance the online interaction between advisers and their clients, which is an essential element of the overall client experience
08/19/2022
Hightower Wealth Advisors | St. Louis Announces Financial Advisors Named to The Forbes Top Next-Gen Wealth Advisors Best-In-State List 2022
St. Louis-based Wealth Management Advisors Recognized for Making a Significant Impression on Their Clients and Financial Industry
08/19/2022
BlackRock and NAB Private Wealth list three ETFs in Australia
Australia’s ETF market had around A$119 billion (US$82.52 billion) of assets under management as of June 2022, according to figures from the bourse.
08/19/2022
Transamerica Life Bermuda releases updated Guide To High Net Worth Life Insurance
Since the last edition of the Guide in 2021, the world and global economy has undergone dramatic changes.
08/19/2022
Vontobel boutique CIO: ‘I wouldn’t pay $20 for all the crypto in the world’
Matt Benkendorf urges investors to ditch shiny new fads from list of long-term investible ideas.
08/19/2022
China’s wealth management market grows 13 pct in H1
In the first half, wealth management products made profits totaling 417.2 billion yuan for their investors, up 3.4 billion yuan year on year.
08/18/2022
UBS: Can Iqbal Khan Resist the Bidding War?
At the same time, the number of client advisors working in the region, which includes Canada and Latin America, remained stable amounting to 6,139 at mid-year 2022, compared with 6,218 advisors at the end of 2021.
08/18/2022
Brookfield Asset Management (BAM) to Spin Off its Asset Management Business
The fund performed in line with the market movements. It increased the investments in companies that it believes will generate long-term substantial wealth creation.
08/18/2022
7IM ‘makes progress’ with portfolio decarbonisation
7IM announced that it has moved its Moderately Cautious AAP and Multi Manager Funds from the IA Mixed Investment 0-35% Shares sector and into the IA Mixed Investment 20-60% Shares sector.
08/18/2022
Details on the issue of the Credit Suisse Real Estate Fund LogisticsPlus
The issue price per unit is CHF 108.00 net with a net asset value of CHF 105.60 per unit.
08/18/2022
Spartan Wealth Management Merges with 360° Wealth Management Group – UBS Financial Services
Anthony Mona Named Spartan Wealth Management President