08/09/2021
The Stealth Swiss Private Banking Consolidator
An Italian financial institute wants to build a European private banking empire from Switzerland.
Wealth and Asset Management
08/09/2021
Wealth management group agrees terms for landmark Birmingham building
“Tilney and Smith & Williamson are two of the leading wealth management businesses in the Midlands and so we are delighted to be able to bring them together as one team at 103 Colmore Row."
08/09/2021
Hargreaves Lansdown shares slide after warning pandemic trading boom will not last
Volatility and meme stocks help boost takings as investment platform says new generation of investors is here to stay
08/09/2021
Goldman Sachs Lures Workers Back to Office with Food
Goldman Sachs is reportedly offering free food as part of its push to convince employees from its global offices to ditch work-from-home measures and return home.
08/09/2021
Ogier's Private Wealth team in Jersey maintains top-tier ranking in new Chambers HNW Guide
Their ability to share practical wisdom is a reflection of their breadth of experience in the various disciplines and they have always made themselves available for any queries we have had.
08/09/2021
UBS Taps Rival in Bid for Multicultural Wealth
A Detroit native, Hightower is to cultivate a multicultural client base as well as help diversify UBS' adviser force in the U.S.
08/09/2021
Legacy Wealth Partners to Join The Colony Group
The Colony Group Further Expands In Southern California
08/08/2021
UK arm of Swiss portfolio manager wins £200m mandate
Bordier UK was appointed investment adviser to RHIM and its clients’ assets last June following a competitive tender
08/08/2021
Monte dei Paschi narrows capital shortfall, gets wealth management boost
The bank still intends to proceed with an earlier plan to raise an additional €2.5 billion to plug its capital hole if it does not find a buyer, CEO Guido Bastianini told analysts during an earnings call.
08/06/2021
ING bank reports better than expected $2.5 billion Q2 pretax profit
Primary customer base rose by 281,000 in 2Q2021 to 14.0 million.
08/06/2021
Canaccord takes £125m cash injection to fund acquisition ambitions
The Canadian wealth manager expects to complete its deal for Adam & Co’s investment business in three months and has its sights set on further opportunities.
08/06/2021
1875 Finance CEO: No Merger with Reyl Short Term
Zurich Takes Over Deutsche's Italian Advisor Network
08/06/2021
Rathbones manager explains why greenwashing is on the rise
Rathbones uses the United Nations’ Sustainable Development Goals as a tool to measure firms’ sustainability performance.
08/06/2021
UBS Global Wealth Mgmt bets on energy, financials, Japan in reflation trade
"I think the equity bubble, if it exists, is certainly not as big as the bond bubble," he added.
08/06/2021
2021 Charitable Gift Report
Charitable organizations need to be proactive in assessing and managing underwater gift annuities
08/05/2021
Zurich Italy acquires Deutsche Bank Financial Advisors Network
Agreement signals new era of partnership for the two financial institutions in Italy
08/05/2021
Wealth portfolios bounce hard from first-quarter bust
All of Asset Risk Consultants’ private client indices saw better-than-average gains in the three months to the end of June.
08/05/2021
Reyl buys stake in Geneva WM
The wealth manager’s co-founders, Olivier Bizon, Paul Kohler, Aksel Azrac and Jacques-Antoine Ormond, will retain the remaining 60%.
08/05/2021
Wealth Enhancement Group Acquires Serafini Financial Group, a Hybrid RIA Based in Maryland with $853 Million in Client Assets
Fast-Growing Wealth Management Firm's Latest Acquisition Expands its Presence in the Baltimore-Washington D.C. Region and Brings its Total Assets to More Than $39 Billion
08/05/2021
J.P. Morgan Asset Management joins The Big Exchange
From the start of 2021, impact investment funds have grown 270 per cent topping GBP7.1bn, with one in three consumers since the start of the pandemic, ranking sustainability within their top three buying criteria.