01/06/2023
Wealth Management – 2023 Outlook
As some 12% of Advisers look to exit or sell their businesses, acquisitions will continue to play a key part in the succession planning for many advice firms.
Wealth and Asset Management
01/06/2023
UBS and Credit Suisse just remain in focus in Asia
Refinitiv data for the fourth quarter of 2022 shows that CS has climbed four spots year-on-year as the second-largest Swiss bank and ranks 7th in announced mergers and acquisitions in Asia-Pacific ex-Japan.
01/06/2023
Linda Mack of Mack International shortlisted in 2022 Private Asset Management Awards: Best Consulting Firm for Family Offices and Women in Wealth Advocate of the Year
Linda Mack of Mack International has been shortlisted in two categories by the With Intelligence Private Asset Management Awards: Best Business Consulting Firm for Family Offices and Women in Wealth Advocate of the Year 2022
01/05/2023
BlackRock Halts Withdrawals From £3.5 Billion UK Property Fund
The world’s largest asset manager told clients in the BlackRock UK Property Fund in the past few days that it will defer redemption requests made at the end of September 2022.
01/05/2023
FNZ and UBS Australia complete platform migration to optimise post-trade operations
Through this migration, UBS and FNZ aim to ensure that more end investors can access a greater variety of investments more efficiently.
01/05/2023
The Time to Pass On Wealth Is Now, Wealth Managers Say
The threshold for the individual estate-and-gift-tax exemption has more than doubled to $12.9 million since 2011, but it's slated to be halved in three years, according to Bloomberg.
01/05/2023
Morgan Stanley Takes On UHNW Challenges Beyond Tax Planning
During the interview, Kurlander and Chand discussed what the program has achieved so far and what is planned for this year and beyond.
01/05/2023
Revenue boost for ‘resilient’ Mattioli Woods
Assets under management fell by 4% to £4.9bn over the period, but the company’s outlook for the current financial year remains in line with expectations.
01/05/2023
UBS: The National Bank's payout will probably not just be canceled once
The rising share prices would have supported the SNB's financial result in the final quarter.
01/05/2023
Scottish wealth manager AAB reveals acquisition of Kilkee in Aberdeen
The deal will give the enlarged business a team of 25 people, combined revenue of around £4.5 million, and assets under advice of about £550m.
01/05/2023
2022-Well i’m Glad that’s Over!
The market view on the global economy has improved in the fourth quarter, even though it may be fragile.
01/04/2023
Private banking in 2023: how will the sector change over the next year?
These trends are investors becoming more conservative, profit superseding the notion of growth at any cost, reduced liquidity and down rounds.
01/04/2023
Wealth consolidator buys UK advice firm
Deal adds £700m in assets under management
01/04/2023
Alvarium Investments finally completes $60bn Tiedemann merger
London-based multi-family office Alvarium Investments has sealed its merger with Tiedemann Advisors, which is headquartered in New York, after the initial deadline was missed.
01/04/2023
Alexandre de Rothschild is flirting with acquisitions in Switzerland
The 42-year-old scion of the famous banking dynasty explained that growth in this country should primarily be organic.
01/04/2023
Patrimonium subsidiary buys real estate
The real estate company Patrimonium Urban Opportunity, which specializes in commercial and industrial properties, has acquired an office and logistics building in Reinach in the canton of Baselland.
01/04/2023
Burgan Bank granted wealth management licence
The licence, issued as a preliminary approval that’s valid for six renewable months, marks a new chapter for Burgan Bank in its pursuit of comprehensive financial excellence and offering premium advisory and management solutions to its elite cliente
01/04/2023
Digital Done Right: Striking a Balance in Modern Wealth Management
There’s no doubt a huge opportunity is on the table for wealth managers today.
01/04/2023
Sanctuary Wealth Chooses Wealthbox for Enterprise CRM Relationship
The Sanctuary Wealth advisor network includes partner firms in 28 states with approximately $25 billion in assets under advisement.
01/03/2023
InCap Group Congratulates RiverStone Wealth Management on its Acquisition by Carnegie Investment Counsel
InCap Group served as exclusive financial advisor to RiverStone Wealth Management