08/18/2021
VP Bank Eyes Fresh Revenue Streams
VP Bank was responding to this with new products and was aiming to exploit new sources of income.
Wealth and Asset Management
08/18/2021
Dodds Wealth Management Group has left Raymond James
Both Dodds are certified financial planners, and the elder Dodds holds three other financial services industry designations.
08/18/2021
Evoke Wealth Management Goes Independent With Kestra Private Wealth Services
The addition of Evoke Wealth Management marks the second office Kestra PWS has opened in New Jersey.
08/18/2021
Alpadis Group acquire trust and corporate services business
The acquisition will significantly boost Alpadis Group’s private client services in Switzerland and expand the range of services they are able to offer in this jurisdiction.
08/18/2021
SJP's Black Interns Matter success highlights need for D&I
Following the initiative's soft launch a year ago, Black Interns Matter now has Black Interns Matter Access, the Black Vacation Scheme and Black Lawyers Matter Mentoring.
08/17/2021
JPMorgan, Lloyds moves may spur more wealth management fintech deals at UK banks
Big banks, which have gathered huge levels of deposits during the coronavirus pandemic, are seeking ways to bring down costs associated with their large, complex distribution networks
08/17/2021
VP Bank Doubles Profits Amid Some Caution
In contrast to our competitors, sustainability is also the new standard for VP Bank’s interaction with advisory-only clients and not just our discretionary mandates.
08/17/2021
Three Firms Merge for HNW Advisory With Global Reach
Leo Wealth will deliver global, integrated investment and tax planning solutions Company positioned for geographic and international expansion
08/17/2021
Tilney Smith & Williamson Limited financial results (unaudited) for the six months ended 30 June 2021
Tilney Smith & Williamson is preparing a move to new headquarters in 2022
08/17/2021
Partners Group Expects Near Doubling in H1 Profit
Partners Group, which is based in the Central Swiss Canton of Zug, put the rise in profits down to higher management and performance fees.
08/17/2021
UBS launches WM joint venture in Japan
UBS has partnered with Sumitomo Mitsui Trust to offer global securities and wealth management capabilities to Japanese HNWIs.
08/17/2021
Firm with £14.6 billion of assets opens new Gloucestershire branch
Wealth management firm Raymond James has announced the launch of a new branch in Cheltenham.
08/17/2021
Lombard Odier: Sustainable Services for Cantonal Bank
The market entry is planned for the coming year 2022.
08/17/2021
Noah Holdings: Unaudited Financial Results
Net revenues for the second quarter of 2021 were RMB899.4 million (US$139.3 million), a 20.3% increase from the corresponding period in 2020, primarily driven by increased one-time commissions as well as recurring service fees, partially offset by decreas
08/17/2021
Huntington Private Bank Expands Into Twin Cities Market
The wealth-management expansion is part of Huntington's strategy to grow its customer base in several segments
08/16/2021
Independent Trio Merge to Form Multi-Billion Dollar Wealth Advisor
The newly merged entity oversees and manages $4.3 billion in assets with operations in Hong Kong, New York, New Jersey and Texas.
08/16/2021
Clifton Asset Management acquires Leonard Gold Financial Management
Clifton also has two firms at heads of terms stage going through the due diligence process and a number of others close to that stage as well.
08/16/2021
Ocorian enhances presence in Guernsey with acquisition
This acquisition enhances our ability to provide a comprehensive service offering to private clients and international corporates in Guernsey alongside our existing strength in fund administration.
08/16/2021
Engagement, enablement and encouragement
Matthew Fleming on helping families prepare their next generation
08/16/2021
HSBC To Acquire AXA Singapore
A key milestone supporting HSBC’s ambition to be Asia’s leading insurance and wealth provider