01/19/2022
IQ-EQ’s Steve Sokić lands spot in eprivateclient’s Top 50 Most Influential
The prestigious list ranks the most prominent figures in the UK and global private client practitioner sector.
Wealth and Asset Management
01/19/2022
Carey Olsen trusts and private wealth partners recognised in Spear's 500 for 2022
Their recognition in the Spear's 500 is the latest accolade in an extremely successful past 12 months for Carey Olsen's global trusts and private wealth practice.
01/19/2022
Liontrust Trading Update - January 2022
At a time of increased market volatility, strong investment processes are even more critical to long-term performance.
01/19/2022
UBS veteran launches Zurich advisory firm
The duo worked together at Quintet Private Bank.
01/19/2022
JTC Maintains presence in '50 Most Influential' private client list
Iain Johns, Group Head of Private Client Services at JTC, has been named for the seventh year in a row as one of the leading advisers in the private client arena.
01/18/2022
Astorg announces successful closing of IQ-EQ Continuation Fund
The Continuation Fund closed at €1.3bn which includes substantial additional capital for Astorg and our investment partners to support organic growth initiatives and acquisitions, underlying IQ-EQ’s ambitious strategic value creation roadmap.
01/18/2022
Artorius Wealth expands regional presence
The team have been regular visitors over the years so we look forward to seeing them more often as part of our thriving business community.
01/18/2022
António Horta-Osório's Unfinished Swiss Legacy
The two-year plan for the scandal-roiled bank falls to his successor
01/18/2022
Banque Heritage launches Fund Representative and Fund Distribution Advisory services
The issuer is solely responsible for the content of this announcement.
01/18/2022
Martin Gilbert given more time to make R&M bid
Discussions between AssetCo and R&M remain ongoing, with the deadline for a bid extended to 25 January.
01/18/2022
GAM expects net loss for 2021
GAM will announce its 2021 full year results on 17 February 2022.
01/18/2022
Wealth manager lifts veil
One Swiss bank, which also has offices in Zurich and in Dubai, presents full results in March. It manages 5 billion Swiss francs ($5.5 billion) in assets.
01/18/2022
JPMorgan’s offshore shift in LatAm reaps strong growth in private banking
Having closed its onshore private wealth businesses in Brazil and Mexico, the US firm had a standout year in its Latin American private bank in 2021.
01/17/2022
Suntera Global enhances Channel Islands’ presence with acquisition
Will strengthen Suntera Global’s offering as well as extend its reach into an additional tier one jurisdiction in Guernsey.
01/17/2022
Tavistock acquires financial planner for £3.7m
The acquisition, conditional on regulatory approval, comes after a number of changes for Tavistock Investments.
01/17/2022
ADAPA Advisory Announces Wealth Management Advisory and Consulting Partnership with IAWMC
Adapa Advisory provides strategic insights and pragmatic advice to help financial institutions enhance their business performance in the post trade and securities services arena.
01/17/2022
Succession Wealth adds £1.4bn AUM with IFA purchase
“This has been a busy period of corporate activity, but our strategy remains focused jointly on continued organic growth and strategic acquisitions only where we believe they add value to both parties.”
01/16/2022
2022 predictions: wealth managers
Leading Asia fund selectors identify the opportunities in markets this year.
01/14/2022
Zoe announces partnership with wealth manager
Thanks to this partnership, clients can connect with Vincere Wealth Management advisors through Zoe.
01/14/2022
Highvern announces acquisition
The acquisition, completion of which is subject to regulatory approval, will expand Highvern’s offering across the Channel Islands and signals a strong commitment to and investment in the Guernsey marketplace.