08/09/2022
Sanctuary Wealth Salutes Partners Named to 2022 Forbes Top Next-Generation Wealth Advisors Best-In-State List
Elizabeth Evans and Rory O'Hara rank among elite group chosen from more than 3,500 applicants
Wealth and Asset Management
08/09/2022
England's elite hiding billions of inherited wealth
After calculating the expected flow of inherited wealth after 1920, and taking into account the impact of war and death taxes, he found that the declared wealth of certain elite families was significantly lower than expected.
08/09/2022
BCGE Half-year Group results as at 30 June 2022
Barring a deterioration in the economic situation and taking into account the projected business developments, the bank expects an increase in the overall earnings for the year.
08/08/2022
Revera AM takes 60% reduction as AssetCo deal completes
£1.1m total consideration
08/08/2022
Six Bank Wealth Management Subsidiaries Obtain Approval for Operation in 2022
The company has 2 billion yuan in registered capital and is headquartered in the Shandong province city of Qingdao.
08/08/2022
M&G plc to acquire Continuum (Financial Services)
M&G completed its acquisition of another independent financial advice firm, Sandringham Partners in January 2022.
08/08/2022
Forbes Recognizes 12 Hightower Advisors on its 2022 Best-In-State List of Top Next-Gen Wealth Advisors
Hightower advisors also appeared on Barron's Top 100 Financial Advisors and Top 1200 Top Advisor Rankings by State lists.
08/08/2022
Proudly supporting Black Women in Asset Management
Schroders’ Kimberley Lewis, Head of Active Ownership, and Remi Olu-Pitan, Head of Multi-asset Growth and Income, have both been actively involved with BWAM since its inception.
08/08/2022
Titan Wealth bolsters proposition with acquisition of Haibun Wealth
Haibun will provide Titan Wealth with another suite of investment products to distribute to its clients and to IFAs, with tax efficient investment products continuing to be in demand from investors.
08/08/2022
‘I’ve never had such a toxic combination of risk factors’: Stonehage Fleming's Smit
Stonehage Fleming’s head of equity management, Gerrit Smit, believes that after heightened uncertainty in the first half of the year there are signs that market risks are stabilising.
08/08/2022
Top 50 IAM launches entrepreneur WM programme
The program aims to attract more clients from business-oriented families that seek joint solutions for their personal and company portfolios.
08/08/2022
Swiss CPI remains stable as core inflation declines
Inflation was 3.4% compared to the same month last year, the Federal Statistical Office announced.
08/08/2022
DIFC Launches First Global Family Business and Private Wealth Centre
The Centre is also expected to attract family businesses and UHNWIs from the region and globally to establish a presence in Dubai.
08/08/2022
Building wealth resilience today for growth tomorrow
At a time of slowing growth and higher volatility, the challenge of managing wealth is moving from maximising returns to managing risk, while still leaving the door open to growth.
08/08/2022
LGT Wealth Management strengthens Intermediary Investment Services team following impressive MPS AUM growth.
The firm aims to continue this growth trajectory and to position themselves accordingly
08/08/2022
Schroders stays head of the pack in Spot the Dog
Schroders-run funds once again dominate Bestinvest’s Spot the Dog list of repeat poor performers, although market rotation helps many value and income funds bolt from the kennel.
08/05/2022
Can long short funds offer a port in a stock market storm?
Many traditional sources of diversification are struggling in the current tough market environment. Long short equity funds could offer an alternative.
08/05/2022
Thousands of Credit Suisse Jobs Could be Under the Axe
Other measures are putting the bank's middle and back office inefficiencies under review and reshaping the investment bank.
08/05/2022
Rothschild & Co.: Strong first half performance
Alexandre de Rothschild, Executive Chairman, commented: “The performance in the first six months of 2022 has continued to be strong, after a record year in 2021."
08/05/2022
Wealth Management M&A Momentum Continues in August
Alera Group made its largest transaction of the year in the second quarter, with the acquisition of Pennsylvania-based Wharton Business Group, adding $3.5 billion to its assets.