Managers of Wealth

UBS veteran launches Zurich advisory firm

The duo worked together at Quintet Private Bank.

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.

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.

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.

António Horta-Osório's Unfinished Swiss Legacy

The two-year plan for the scandal-roiled bank falls to his successor

Banque Heritage launches Fund Representative and Fund Distribution Advisory services

The issuer is solely responsible for the content of this announcement.

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.

GAM expects net loss for 2021

GAM will announce its 2021 full year results on 17 February 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.

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.

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.

Tavistock acquires financial planner for £3.7m

The acquisition, conditional on regulatory approval, comes after a number of changes for Tavistock Investments.

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.

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.”

2022 predictions: wealth managers

Leading Asia fund selectors identify the opportunities in markets this year.

Zoe announces partnership with wealth manager

Thanks to this partnership, clients can connect with Vincere Wealth Management advisors through Zoe.

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.

Singapore Tycoon Wee Cho Yaw’s UOB To Buy Citi’s Southeast Asia Consumer Business For $3.6 Billion

The purchase consideration is about S$4.9 billion ($3.6 billion), which includes a premium of S$915 million on top of the business’ aggregate net asset value of S$4 billion as of June last year.

CS: The farewell of the silent lady

This flaw has not gone unnoticed by the investment manager.

Global financial services firm seeks Asia wealth expansion

He said the focus would range from investments to credit, estate planning, succession planning, and tax planning.

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Wealth and Asset Management