10/06/2023
Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel
Investment advisory firm now overseeing more than $300 million in outside assets selects Pontera to deliver comprehensive 401(k) management
Wealth and Asset Management
10/06/2023
Vanguard bolsters headcount in Europe as profit grows 13%
Growth of UK platform helps boost asset management giant's coffers
10/06/2023
UBS Legend Raves About Sergio Ermotti
In the current environment, it's not the best way to secure capital and desired valuations, he said.
10/06/2023
AssetCo dumps fledgling infrastructure unit
Martin Gilbert’s asset management consolidator is selling loss-making River & Mercantile Infrastructure LLP to its managers for £1.
10/06/2023
1 in 30 HNW individuals relying 100% on their homes to fund retirement
As house prices and trends in the overall housing market raises concerns about retirement plans
10/06/2023
SJP should move to passive funds and overhaul fee structure, says analyst
It also proposed switching up the fees SJP charges which would see overall client fees drop as well as a slight fall in adviser remuneration.
10/06/2023
Hong Kong Wealth Firms’ Gloom Spreads With Drop in Assets
Concern over geopolitical tensions jumps among wealth firms
10/06/2023
FCA crypto promotion rules will enhance wealth manager competitiveness – Avaloq
The next step in the evolution of their offerings is to provide investment advice on cryptoasset holdings, and the FCA’s new rules may accelerate the development of more innovative offerings.
10/06/2023
LGT Wealth Management’s charity dodgeball tournament raises £53,056
LGT Wealth Management’s charity dodgeball tournament raises £53,056
10/05/2023
ABN AMRO and Motive Partners form strategic partnership
Their partnership unites two leading venture platforms, each with decades of fintech expertise and a dedication to innovation in both financial services and venture capital.
10/05/2023
UBS hires Private Wealth Advisors in Philadelphia
One team is led by Private Wealth Advisor Charles Lynch and the other team is led by Private Wealth Advisors Elijah Dornstreich and Ryan DePaul.
10/05/2023
WealthSelect adds further to fixed income as recession risk grows
This change has been reflected in an increased allocation to sovereign bond funds, with an even split between global bonds and gilts.
10/05/2023
NewGAMe SA publishes interim results of the partial tender offer for shares in GAM Holding AG
The interim results show that during the main acceptance period there were tenders for 40,243,738 shares.
10/05/2023
Abberley to lead Raymond James and Charles Stanley UK wealth tie-up
A combined UK wealth business is being launched under the Raymond James Wealth Management name, headed by Charles Stanley CEO Paul Abberley.
10/05/2023
Wealth Management Firm Chase Buchanan Continues Spain Focus with Three Offices in Extended Region
With offices in Marbella, Javea and Tenerife, Chase Buchanan now provides personalised wealth management and financial guidance, pension transfers and investment support across all the Spanish regions
10/05/2023
Cazenove Capital continues to support Kew Gardens’ iconic Orchid festival
Princess of Wales Conservatory: Saturday 3 February – Sunday 3 March 2024
10/05/2023
Quilter announces latest in series of platform upgrades
Over 100 advisers adopt new co-branding in first week since launch
10/04/2023
Rothschild & Co receives three major awards from The Banker magazine
These awards are global in their coverage and the Independent Investment Bank award recognises all of our activities across Global Advisory.
10/04/2023
Edmond de Rothschild achieves a 4- and 5-star GRESB rating
EdR REIM’s Benelux office strategy has reached a 93 points score, meaning the strategy belongs to the top-10% most sustainable office strategies in Europe.
10/04/2023
Objectway and Unblu united to innovate digital collaboration in wealth management
The partnership is based initially on two modules for managing interaction with the customer: ongoing relationship management and help desk.