08/04/2022
Apex Group closes transformative acquisition of Sanne
The addition of Sanne brings another 2,500 people into the Group and adds six new locations in Denmark, Japan, Serbia, South Africa, Spain and Sweden.
Wealth and Asset Management
08/03/2022
Mercer Advisors Acquires Mallard Advisors, LLC
Acquisition of Mallard Advisors, LLC Expands Mercer Advisors' Northeast Presence
08/03/2022
J.P. Morgan Private Bank adds two billion-dollar advisor team to its Chicago business
These new hires are tremendous additions to the team and terrific examples of our commitment to hiring the most client-focused advisors in the industry.
08/03/2022
Waverton funds awarded higher ratings
The ratings are designed to help investors distinguish funds that have superior performance in terms of stock picking, consistency and risk control.
08/03/2022
Barclays Hunts for Private Banking Deals Amid Singapore Rebuild
British lender seeking to hire, buy assets from other firms
08/03/2022
M&G snaps up IFA Continuum in latest advice deal
Plymouth-based IFA
08/03/2022
Societe Generale: Second quarter 2022 earnings
Q2 2022 concluded two years of intense and disciplined execution of our various strategic projects.
08/03/2022
Saltus attracts investment from Preservation Capital Partners
The Investment will support Saltus's ambition to become the leading force in UK wealth management
08/03/2022
GAM Holding AG announces first half 2022 results
Total expenses of CHF 109.5 million, down from CHF 120.6 million in the first half of 2021.
08/03/2022
Who's Afraid of the Big Bad inflation? View from the fixed income desk
Q2 numbers have been strong on the top line but we are certainly seeing margin pressure. Consumer sentiment has taken a hit, and we have yet to see that flow through to economic activity, or company results.
08/03/2022
Valartis with profit jump – thanks to the ruble
That is significantly more than the 4.8 million francs achieved in the first six months of the previous year.
08/03/2022
Why Crédit Agricole’s ex-IAM head launched his own Geneva WM
Jean-Pierre Lagane heads Coges Corraterie Gestion, which is owned by the Eric Sturdza Group.
08/03/2022
DIFC unveils private wealth centre
To help UHNWs across the Middle East with succession planning
08/03/2022
More interest-rate increases ahead
The extraordinary recent Federal Reserve action on interest rates, with more expected before the end of the year, is an attempt to quell rising inflation.
08/03/2022
Chambers ranking for Guernsey private wealth team
The guide is described as a ‘one-stop shop’ for ranking lawyers and firms in private wealth services, recommending only the best providers to high-net-worth individuals.
08/03/2022
Citigroup to Hire 500 for New Wealth Division
The company is planning to add the staff over the next three years to support a new unit aimed at employees at private equity offices, consultancies and accounting firms.
08/02/2022
CGS-CIMB Chooses SS&C to Power New Wealth Management Business
Leading South East Asia financial service provider selects SS&C’s Global Wealth Platform
08/02/2022
Just How Rich Do You Have to Be to Need Wealth Management?
If you decide you want wealth management, SmartAsset's free matching tool can help you find a financial advisor.
08/02/2022
Services selected by FNZ for global custody, trade execution and settlement services
BNP Paribas Securities Services will also provide FNZ with additional services including regulatory reporting and stock borrowing.
08/02/2022
Just Wealth on adviser hiring spree
The main challenge for our new wealth management division is recruiting wealth advisers quickly enough.