01/12/2022
Zug WM consolidator buys IAM and plans wave of acquisitions
Since 2018, Qaestor Coach has bought and merged seven wealth managers in the Dutch market.
Wealth and Asset Management
01/12/2022
Mercer Advisors Acquires wealth management firm
Acquisition of HawsGoodwin Investment Management, LLC Expands Mercer Advisors' Tennessee Presence
01/12/2022
Future of Wealth Management
Harvesting the Power of Data and Technology
01/11/2022
Wealth manager's ink collaboration deal
The Power of Collaboration - with Petiole Asset Management and Kaleido Privatbank
01/11/2022
UBP Asia CEO Michael Blake on Building new Pillars of Growth in Asia on Solid Wealth Management Foundations
Having more than doubled its assets under management (AUM) since 2016, UBP's wealth and asset management businesses at the end of 2020 manage more than USD 30 billion across Asia.
01/11/2022
Lombard Odier Investment Managers launches Fallen Angels Recovery strategy
Our market leading investment team, which combines fundamental credit analysis, systematic capabilities and crossover experience, is committed to capture these opportunities and generate attractive returns for our clients.
01/11/2022
Rathbones FUMA up 25%
Update for the year ended 31 December 2021.
01/11/2022
Analytics transformation in wealth management
Modernization can be game changing when it targets the role of RMs.
01/11/2022
Waverton Announce Launch of Equity MPS
This new portfolio will join the existing range which have all seen top-quartile performance across all time periods for the past decade and will be available across over twenty platforms, allowing easy access for financial advisers and their clients.
01/11/2022
Royal Bank of Canada CEO seeks to expand wealth management arm in U.S., Europe: Bloomberg
The bank is looking at deals in "wealth distribution in Europe to enhance our European and global wealth franchise," McKay says.
01/11/2022
Kingswood U.S. Recruits $295 Million in Total Client Assets with Addition of Seven Independent Financial Advisors and Practices
New Recruits Include Fee- and Commissions-based Practices in California, Colorado, Michigan, New York and Texas
01/11/2022
Credit Suisse Tasks Swiss Firm With Purchasing
The Swiss bank officially handed over purchasing to a local firm. The measure forms part of a raft of spending cuts it is targeting in the wake of an annus horribilis.
01/11/2022
Bernstein Private Wealth Management launches new Financial Advice Series 'Let’s Talk'
Roundtable Discussions Will Spotlight Some of the World’s Most Innovative Investors, Including Actress and Producer Rosario Dawson
01/10/2022
iFast to acquire 85% stake in UK digital bank
The proposed acquisition in the UK bank will allow the Group to acquire a banking licence in the UK, a reputable jurisdiction and a global financial centre.
01/10/2022
SJP mandate termination hurts Magellan FUM
This was divided between $30 billion in retail and $64 billion in institutional.
01/10/2022
2022 predictions: wealth managers
Min Lan Tan, head chief investment office at UBS Global Wealth Management
01/10/2022
JPMorgan to boost Asia private banking headcount by over 100 this year - sources
A J.P. Morgan Private Bank spokesperson declined to comment.
01/10/2022
Global corporate services provider buys UK trustee firm
This acquisition, which follows the acquisition of Inside Pensions in 2021
01/10/2022
Barclays to restructure Wealth and Private Bank arms
He said of his move: "In the coming years, the growth of crypto-financial services will continue to accelerate in Europe and globally. We anticipate key shifts in regulation, client expectations, and technology.
01/10/2022
UBS Next invests in estate planning platform Trust & Will
Our USD 200 million strong strategic fintech initiative made its fourth investment.