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
Wealth and Asset Management
12/02/2022
Scottish adviser buys wealth arm of law firm
The deal will also see Tweed Wealth Management offer their advice to Macleod & MacCallum’s clients on financial solutions, and additional administrative and back-office support will be provided by the Tweed team based in Edinburgh.
12/02/2022
ABA Recognizes Winners of “Under 40 in Wealth Management Awards"
We congratulate these extraordinary industry leaders who are already making their mark in the continually evolving area of wealth management
12/02/2022
Sanlam, Absa deal clears all conditions to create one of SA’s largest black asset managers
Absa remains involved in the investment management sector through its shareholding in the combined entity and through a 10-year distribution agreement with that entity.
12/02/2022
Nomura Asset Management Makes Initial Donation of $50,000 to Charity: Water
This initial amount will be used to help fund a school in Niger and community projects in Ethiopia.
12/02/2022
Credit Suisse's fund outflows may spark M&A talk - JPMorgan
JPMorgan said in a note to clients that it expected fourth-quarter outflows of 80 billion Swiss francs ($85 billion) in wealth management and 107 billion francs in total compared to the 84 billion total for this year as of Nov. 11.
12/01/2022
Handelsbanken finalises sale of the operations in Denmark
The transferred assets primarily consist of loans to private and corporate customers, amounting to SEK 105 billion as at 31 October 2022.
12/01/2022
Investec: Three possible wealth winners from FCA shake-up
The broker has suggested Hargreaves Lansdown, Quilter and Brooks Macdonald could be among the long term winners from the FCA's advice shake-up.
12/01/2022
Credit Suisse: «When There's Blood in the Water, the Sharks Appear»
One market participant said the management team's statements following the meeting were too vague and not positive enough.
12/01/2022
AJ Bell profits tick up as it stores £520k to cover tax dispute
AJ Bell profits tick up as it stores £520k to cover tax dispute
12/01/2022
Kingswood acquires Cheshire-based adviser in £12m deal
AUM stands at more than £8.5bn across UK & Ireland
12/01/2022
Abrdn makes FTSE 100 comeback
The asset manager joins specialist insurer Beazley and engineering firm Weir in the quarterly reshuffle.
12/01/2022
JM Finn Investment Manager is named in Citywealth Future Leaders Awards
Laura Langton wins silver at the Future Leaders Awards
12/01/2022
J.P. Morgan private bank invests in two Swiss fintechs
Their software focuses on analysing risk, building and optimising portfolios, and offering advisory platforms.
12/01/2022
Janus Henderson expands sales in French-speaking Switzerland
According to the announcement, Fedor Plambeck , Director of Sales Switzerland, still sees enormous potential for long-term growth in Switzerland.
11/30/2022
Nomura Seeks Revenue Boost From Wealth Unit
Alongside its advisory unit, the two are considered capital-light businesses which are expected to see a boost in growth and productivity.
11/30/2022
Kingswood targets UK-like acquisition spree in Ireland
But firm ‘not actively thinking about’ passporting opportunities across the EU
11/30/2022
Davis & Seiley Wealth Management to Join Focus Partner Firm HoyleCohen
As a result of this transaction, Davis & Seiley will gain access to the expertise and operational strengths of HoyleCohen.
11/30/2022
All the winners of the 2022 PA Wealth Partnership Awards
Rewarding excellence where wealth and asset managers work together for the benefit of end-investors
11/30/2022
Wealthspire Advisors to Acquire Sage Financial Advisors, a Nevada-Based Wealth Management Firm
Acquisition expands Wealthspire’s presence in the West