03/16/2022
Hong Kong Tycoon Sells UBS London Headquarters for £1.21 Billion
Li Ka-shing’s CK Asset Holdings Ltd. agreed to sell 5 Broadgate in London
Wealth and Asset Management
03/16/2022
Hong Kong Pushes to Open Greater Bay Wealth Connect to Brokers
The move would need approval by mainland Chinese regulators.
03/16/2022
Climate philanthropy: a guide to green giving
Executive Director of the Coutts Institute Rachel Harrington and Florence Miller, Director of the Environmental Funders Network discuss the basics of "green giving" – where to start, how to find a meaningful cause, and why billionaires alo
03/16/2022
Credit Suisse: No decision on Russia
In the bank’s international wealth management division, it reported assets under management of 390.7 billion Swiss francs at the end of 2021
03/16/2022
ZEDRA completes acquisition
Staff joining ZEDRA will relocate to their renovated Luxembourg offices.
03/16/2022
Advice group acquires Hertfordshire wealth firm
Deal increases assets under influence to around £800m
03/16/2022
Why are wealth giants targeting Spain?
Barclays PB, Julius Baer and J Safra Sarasin have all recently bolstered their operations in the country
03/16/2022
Wealth Enhancement Group Acquires Wealth Manager
Newly Added Firms Raise Wealth Enhancement Group's Total Client Assets to $55.1 Billion, Continuing Robust M&A Growth Momentum
03/15/2022
All-woman team joins LPL Financial
They take an authentic approach to helping build their clients’ financial confidence and are committed to serving all clients equally—from hospital floor staff to corporate executives.
03/15/2022
De-escalation for more uncertainty
Russia also makes up close to 45% of natural gas imports to Europe1.
03/15/2022
Close Brothers reports half year results
Looking ahead, we are mindful of the highly uncertain external environment
03/15/2022
Wealth Management: Post pandemic client interaction: will digital remain the norm?
Business models rapidly evolved, and with them, client expectations.
03/15/2022
Brexit can’t topple London as the asset owners' champion
They tend to invest directly or participate in co-investments, rather than via a fund, meaning that they have different requirements when it comes to structuring their private investments and settling on a jurisdiction.
03/15/2022
Canada-based Fairfax may sell stake in IIFL Wealth Management: Report
Although talks are on for a stake sale, Fairfax investors may decide not to proceed with the sale, the sources said.
03/15/2022
Credit Suisse CEO Signals Bank to Review Russia Wealth Business
About 4% of the assets run by the Swiss bank’s wealth management arm were with Russian clients, either in the country or nationals living abroad, Gottstein said.
03/15/2022
Verso Wealth Management acquires CDC, extending its presence to the North East
The addition of CDC to the Verso group adds scale to Verso’s network and creates hubs in the North East as Verso builds its national footprint.
03/15/2022
Kendal-based wealth manager and IFA in business tie-up
Part of growth strategy
03/15/2022
Macquarie Asset Management acquires Central Park Group
Central Park Group will form the cornerstone of Macquarie’s efforts to serve US high-net-worth investor demand for alternative investments.
03/15/2022
Celent Names Bank of America a Leader in Wealth Management Innovation
Erica receives Model Bank Award for Customer Engagement; Client Engagement Workstation from Merrill Lynch Wealth Management receives Model Wealth Manager Award for Emerging Technology
03/15/2022
First American Partners with Integrity to Enhance Experiences for High-Net-Worth Clients
National wealth management firm with 50-year history integrates its advisory expertise with Integrity's insurtech platform to help advisors protect clients' legacies