07/07/2022
Sanctuary Wealth Accelerates M&A Activity and Buys Stake in $3 Billion GoalPath Solutions
Firm brings expertise in retirement plans to Sanctuary's platform
Wealth and Asset Management
07/07/2022
Changes in consumption patterns: survival of the fittest
Secular trends encompass thematic opportunities with the potential to have a material effect on the world and financial landscapes with long-term and lasting consequences.
07/07/2022
Liontrust profits more than double despite tumbling flows
Profit before tax of £79m
07/07/2022
Mattioli Woods' revenue soars 70% after acquisitions
In May it completed the acquisition of Ferguson Financial Management, bringing in another £80mn of assets under advice.
07/07/2022
'Wealth illusion' vital for UK confidence
This is being driven by overall rental yields responding to the broader rises in gilt yields, as well as the very depressed levels of consumer confidence putting people off moving home.
07/07/2022
Private bank Bergos receives order from Germany
The cooperation concerns the management of the asset management mandates of Seeliger customers.
07/07/2022
Jean-François Lagassé: "There are 50 buyers per asset manager"
The European governments want to keep their national banking champions and are not aiming for Europe-wide consolidation of the banking sector.
07/07/2022
Average UK wealth increases 59%
Those in London have seen their wealth grow fastest.
07/07/2022
Mercer Advisors Acquires Harrison & Company Wealth Management, LLC
Expanding Mercer Advisors' East Coast Presence
07/07/2022
Brooks Macdonald cuts fees on Cornelian multi-asset range
The wealth firm has cut fees on its active and passive Cornelian multi-asset range.
07/07/2022
Lombard Odier Investment Managers launches New Food Systems strategy
Strategy is designed to capture the opportunities associated with the sustainability-driven transformation of Food Systems.
07/06/2022
Indosuez distinguished at the PWM Wealth Tech Awards 2022
This award recognises the digital strategy and innovation momentum built to meet the expectations of both clients and employees.
07/06/2022
US family office buys UK wealth firm
In a bid to expand its international presence
07/06/2022
Old Mutual opens Sh10m wealth management service
The personalised service will be available in three investment portfolios –conservative, moderate, and aggressive- depending on the client’s risk appetite.
07/06/2022
The private banking industry found it harder to fill regtech vacancies in Q2 2022
We've analysed the length of time job ads were live online across the job market using GlobalData figures
07/06/2022
Blackstone to roll out private equity fund for Europe's wealthy
The alternatives giant has received authorisation to launch an open-ended perpetual private equity fund in Luxembourg, Citywire understands.
07/06/2022
‘We are way off meeting the SDGs’: LGT sees solutions in venture philanthropy
Karius thinks the UN Sustainable Development Goals provide an interesting systemic framework for improving our world, but complying with them will not be an easy task.
07/06/2022
Financial adviser Navigation Wealth Management acquires BRC as it continues to grow East Yorkshire operation
Financial advisers Navigation Wealth Management has acquired BRC Wealth Management, as part of the firm’s continued growth of its East Yorkshire operation.
07/06/2022
HSBC enhances private banking trading platform with customisation
The new feature allows HSBC's private banking clients to customise their fixed coupon notes by defining their own parameters.
07/05/2022
Carey Olsen advises Morningstar in purchase of Praemium's UK and international business
The deal, first announced in December last year, has now completed after gaining the necessary regulatory approvals and sees Morningstar acquire 100% of Praemium's operations in the United Kingdom, Jersey, Hong Kong SAR and Dubai.