09/06/2021
Multrees wins OMBA Advisory & Investments mandate
The partnership with Multrees will enable Omba to provide both UK onshore and offshore custody solutions to its clients.
Wealth and Asset Management
09/03/2021
HSBC Plans for Permanent Hybrid Work Model
The bank’s work-from-home embracement is part of broader plans to cut costs including a 40 percent reduction in property footprint in the coming years.
09/03/2021
Building a tech-powered boutique experience for mid-market business owners
CWB Wealth Management president and CEO explains multi-year digital growth strategy behind new partnership with Conquest Planning
09/03/2021
South African wealth manager buys London advice firm
Decided to expand its UK presence through this acquisition to support the growth of Holborn Financial and we are very pleased to be on this journey with the Holborn team.
09/03/2021
Basler Kantonalbank: backing down on crypto and innovations
At the same time, BKB wants to be a niche player in certain business areas with its subsidiary Cler, which is active throughout Switzerland.
09/02/2021
New Wealth Management Firm Launched To Support British Expats
Owned and managed by two expatriate wealth management experts, will support British citizens working in the UK or overseas, advising on a range of tailored investment opportunities
09/02/2021
AllianceBernstein Forms Partnership with LSV Advisors for Firm’s Private Wealth Business
Prior to LSV, from 2002 to 2005, David Tisch served as a Director at Deutsche Bank, where he helped grow the DB Advisors, LLC platform.
09/02/2021
Cherie Blair to headline Guernsey Private Wealth Forum
Mrs Blair’s efforts to make the world a better place ties in with this year’s event, entitled 'The Power of Capital', which will focus on the good that wealth can do.
09/02/2021
“Dig deeper”: Why Syz Capital is looking beyond hedge funds and private equity in hunt for uncorrelated returns
But he warned it is now becoming increasingly necessary for investors to search beyond the typical hedge fund and private equity products to generate uncorrelated returns in their portfolios.
09/02/2021
UBS Offers U.S. Advisors «Golden Hellos»
One tool used to poach staff is so-called «forgivable cash loans», which are nothing more than advance payments.
09/02/2021
Saltus expands financial planning arm with adviser purchase
Fish Financials’ Farnham offices will be retained, with all clients continuing to be served by their Fish adviser and team, supported by the wider Saltus team.
09/02/2021
Seven Ameriprise Financial Advisors Named to the Forbes “America’s Top Wealth Advisors” List
The honor is a testament to their unwavering focus on helping clients achieve their goals by harnessing the broad capabilities and support we offer at Ameriprise.
09/01/2021
How to build tax efficient retirement income by Weatherbys Private Bank
Although this may not be the most efficient for income tax.
09/01/2021
Locational quality 2021 - Credit Suisse
For the first time, Credit Suisse economists have also calculated locational quality rankings for different types of companies.
09/01/2021
Tyndall name returns following acquisition
Tyndall would continue to be led by Brad Potter who would lead a team of 11 professionals, focused on high-conviction, diversified portfolios.
09/01/2021
Schroders and Robowealth form Thai partnership
The two firms are collaborating to offer digital wealth services in Thailand.
09/01/2021
Mattioli Woods' £43.5m adviser acquisition faces delay
It has assets under advice of £1.6bn.
09/01/2021
Successful Succession Planning
The Boston Consulting Group, which compiled the figures, said the ultra-rich held £15.7bn in investable assets, or 15% of the world’s total investable wealth in 2020.
09/01/2021
Schroders Personal Wealth opens Leeds office
The firm said its new offices formed part of SPW’s long-term regional growth strategy to increase its presence across the UK.
09/01/2021
Most Hong Kong funds sold to Chinese investors through Wealth Management Connect will be in yuan, industry players say
More than 90 per cent of fund products to be sold through the connect will have yuan share class funds