Managers of Wealth

PKB to take on Quintet private bank Switzerland clients

As a result, Quintet’s private banking clients in the country will be able to transfer their assets to PKB.

Succession Wealth buys two south west advice firms

Kit Finney, principal at JCF Financial, said: “As our business grew, we decided to look for a partner with the scale to help service the complex requirements of our expanding client base.

Butterfield to become a local bank in Guernsey

BUTTERFIELD is on a journey to become a ‘full service’ local bank for Guernsey – with mortgages introduced, deposit products launching and credit card plans for the future.

Fieldpoint Private expands

Atlanta, Orlando and Miami Offices Offer Private, Commercial, Personal Banking and Wealth Management

Quilter’s WealthSelect reduces UK exposure as stronger headwinds gather

The move has corresponded with an increase in allocation to European equities as Clark sees similar valuation arguments as the UK for the region but without the level of uncertainty heading into the new year.

UBS Weighs Continuing the Fight in France

The bank has stowed 450 million euros ($508 million) against a potential multi-billion euro penalty.

Mattioli Wood eyes more acquisitions as integrations are on track

Over 10% organic revenue growth

Van Lanschot Kempen sells Global Property Research BV to Solactive

GPR’s operations will be continued, by the current employees of GPR, within Solactive, a German benchmark provider offering indices for a broad range of sectors and asset classes internationally.

Merchant Investment Management Expands Internationally with Partnership

Deal to propel strategic opportunities in the US, in Latin America, Europe and Asia

António Horta-Osório Bumbles Through Minefield

Horta-Osório's role as a cleaner-upper is undermined by the daily media drip-feed, which often portrays him as tone-deaf to Swiss cultural mores.

Swiss private bank to acquire UBS’s Swiss Financial Advisers business serving US clients

Will combine SFA and VSWA, its existing business serving North American Wealth Management clients.

Credit Suisse's Top Tier Under Attack

People with knowledge of the matter gave finews.com a different narrative.

Perigon Wealth Management Announces Merger

Fast-Growing, Multi-Custodial, Advisor-Owned RIA Perigon Leverages Powerful Financial Business Growth Platform to Expand West Coast Presence and Position Firm for Future M&A

New research highlights wealth manager interest in private assets

The research, conducted by the Investment Association and Goji, a provider of regulated platform technology

UBS in talks with China Life for China asset management

Both sources declined to be identified on grounds of the confidentiality of the talks.

Tim Haywood apologises for ‘mistakes made’ at GAM

The regulator has today (16 December) published warning statements about both GAM and Haywood.

Santander Private Bank trio exits to launch LatAm-focused wealth shop

‘We want to be a reference for Latin American families as a firm specialized in global wealth advice,’ said Gómez.

IWP finalises 30th acquisition with Throgmorton Wealth Management purchase

'50 firms by 2025'

Swiss bank appoints head of new Miami biz

In Miami, it plans to employ client advisers while booking wealthy individuals' money out of Switzerland, as it does for clients in its New York office.

LGT agrees to buy CHF 16.5bn WM

Under the agreement, which is subject to Crestone shareholder approval, LGT will acquire 100% of Crestone.

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Wealth and Asset Management