Managers of Wealth

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.

Partners Group reports 17% AUM growth in 2021

Partners Group foresees another solid year of fundraising in 2022

Reinventing Wealth Management for Mass Affluent Customers

In this article, we’re exploring another group that’s rapidly becoming another point of focus for wealth management firms—the mass affluent class.

Coutts leader reveals plan to be 'best private bank in Scotland'

Adam & Co sale to be finalised in July, with clients in process of being lured to the RBS wealth management division

JPMorgan beats profit estimates as dealmaking boom softens trading decline

Loan growth, the bank's core business, was also up 6%, helped by a rebounding economy, while net interest income from lending and investments in Treasury securities was up 3%.

Arora Brothers Tap Goldman for $321 Million B&M Stake Sale

SSA Investments, the Arora family’s Luxembourg-based investment firm, is selling 40 million shares in B&M European Value Retail SA to institutional investors through an accelerated book building, Goldman Sachs said Thursday in a filing.

RBC Wealth Management-U.S selects Addepar

Addepar will be available to all RBC Wealth Management-U.S. advisors, along with financial professionals of RBC Clearing & Custody (RBC C&C), a division of RBC Capital Markets, LLC.

Brooks Macdonald Group Quarterly Announcement of Funds under Management

Total Group FUM at £17.3 billion (30 September 2021: £16.8 billion; 30 June 2021: £16.5 billion)

StanChart to Acquire RBC’s Hong Kong Retirement Trustee Business

The acquisition will enable Standard Chartered to be one of the 13 trustees for Hong Kong’s mandatory provident fund (MPF).

Morgan Stanley added 110 int’l advisors in 2021 hiring spree

Gatesman added that they onboarded over $16bn in international client assets through the new hires.

Trends In Wealth Management For 2022

Investors should stick to their asset allocation and also moderate return expectations from equities in 2022. I

Wealth Management: The digital shift

Deloitte's recent study in conjunction with ESI ThoughtLab – Wealth and Asset Management 4.0 – show that 40% of clients now say digital access has greater importance in decision making.

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