12/06/2022
Newly chartered advice firm unveils rebrand
The company has also achieved corporate Chartered Financial Planner status, a designation that only 15 per cent of UK financial advisory firms currently possess
Wealth and Asset Management
12/06/2022
Gilbert rebrands asset firms under R&M banner
This is part of R&M’s strategy to establish a number of high performing capabilities and combine them with the research facilities and depth of resource of the enlarged group for the benefit of clients.
12/06/2022
World’s Best Private Banks 2023
Global Finance rates the best high-touch banks in these low-touch times.
12/06/2022
Lombard Odier: No Discrimination Against Russian Clients
The implementation of the sanctions also means an enormous compliance effort, several financial institutions complained.
12/06/2022
UBS Issues Call for Core Capital Bond
The AT1 security was issued on January 31, 2018, and is listed on the SIX Swiss Exchange.
12/06/2022
M&G boss: We want to be a top five player in the wealth market
Big institutions who are in it for the long term and are focused on customer outcomes, which we are, are a better long-term owner.
12/06/2022
Wealth Solutions Report Announces Inaugural Wealth Exemplar Award Winners
First Annual WSR Wealth Exemplar Awards Recognize Exemplary Contributions To Wealth Management Industry, Trendsetting Firms And Transformative M&A Transactions
12/06/2022
Forbes Asia Recognizes Top Philanthropists In 16th Annual Heroes Of Philanthropy List
Education was a key focus for some listees this year.
12/06/2022
Multiple Shortlistings for JTC in the 2023 Citywealth Powerwomen Awards
Nic Arnold, Julie Zingiloglu, Jodi Hill, Marina Cristiani and Alia Haskouri have been shortlisted
12/05/2022
Bordier & Cie. (Singapore) MD Carolyn Leng Casts her Expert Eye over HNW and UHNW Investment Trends in Asia
She leant her expertise to a panel discussion on investments at the Hubbis Investment Solutions Forum in Singapore on September 14, and we have briefly summarised some of her observations from that discussion in this short review.
12/05/2022
Edinburgh wealth management firm’s latest acquisition takes growth to the Highlands
As part of the deal, the legal firm’s Directors will take on a minority stake in Edinburgh-headquartered Tweed Wealth Management.
12/05/2022
Asset managers pour money into tech platforms to take on BlackRock
BlackRock got into the business of software as a service more than two decades ago.
12/05/2022
Canaccord Wealth UK CEO pauses major acquisitions
In an exclusive interview with Citywire Wealth Manager, the firm’s chief executive David Esfandi said the firm had no plans to make major buys in the immediate future.
12/05/2022
EQ Investors moves towards £2bn as new CEOs take charge
The wealth firm's AUM jumped by 21% in its latest annual update, as its new CEOs gear up to lead the business through the next stage of its growth.
12/05/2022
Julius Baer renews partnership with Formula E
Bank Julius Baer has announced a multiyear extension of its collaboration with the ABB FIA Formula E World Championship until Season 12 in 2026.
12/05/2022
Redemption of UBS Group AG additional tier 1 instrument
UBS announced its intention to redeem the total outstanding USD 2.0bn additional tier 1 instrument on 31 January 2023
12/05/2022
Quilter seeds Neuberger alternatives fund for Cirilium Blend range
REVEALED: Quilter Investors had provided seed capital for a Neuberger Berman absolute return fund which will be included in its Cirilium Blend range.
12/05/2022
Stonehage Fleming pays £9.9m to shareholders as profits rise 16%
It came as revenue at the family office jumped 17% in the year ended in March 2022 to £52.7m, up from the £45.1m same period in the prior year.
12/02/2022
SJP partner firm makes fifth acquisition
The deal will see the directors of Macleod & MacCallum WM take a minority stake in Tweed
12/02/2022
J.P. Morgan Launches Digital Money Coach to Help Clients Make Smart Money Decisions
J.P. Morgan Wealth Plan is available for free to all Chase customers and allows them to plan, save and invest in one place