Managers of Wealth

JTC Private Office Features in the Superyacht Industry Book

The book explains how the industry works and how every relevant profession, from designer to shipyard to broker, relates to one another.

2021: China's Year? Or China's Decade?

The liberalisation of the capital markets seen in China in recent years has also been accompanied by a stronger regulatory framework

Financial Planner receives MBE

John’s fundraising efforts have helped raise more than £1 million, and he said he was stunned when he received an email about the New Year honour.

J. Safra Sarasin Looms Large in Deal Hunt

By contrast, Julius Baer gobbled up at least 115 billion francs in assets via 13 deals.

Global network enters UK market with IFA acquisition

It has wasted no time in getting a foothold in the UK after announcing in December 2020 that it had purchased three Australian advice firms.

Associated Banc-Corp Enters Strategic Agreement with Rockefeller Capital Management

Rockefeller & Co. LLC to acquire Whitnell & Co. and further deepen its roots in Chicago

Butterfield shortlisted for Citywealth and Private Banking Awards

Citywealth has additionally recognised Butterfield for excellence in private banking with a shortlisting for 2021 Private Bank of the Year – Channel Islands & Isle of Man.

Shard Capital announces launch of Tennyson Equity Capital Markets Service.

The division will have nine employees

HSBC plans to make UAE a global wealth management hub

Bank to double assets under management over three years

Wealth manager secures millions in PE backing to pursue deals

Advanta Solutions employs around 60 staff and manages almost £500m in assets, a figure which has grown from £200m three years ago.

RPA Extend Exclusive Wealth Management Partnership with Sanlam UK

During the last three years Sanlam UK have played an invaluable part in the support we offer our membership

On the Macroeconomics of Covid-19 and the Risks That Will Be Left in its Wake

The discussion draws on ongoing work to be developed and published in the 2021 Latin American and Caribbean Macroeconomic Report, scheduled for publication in March.

JPMorgan in Talks With China Bank on Wealth Venture

Global banks are moving into China as nation opens markets

Wealth management firm set for 2021 growth with new Gateshead HQ

The office launch follows news in the summer of last year that the firm had acquired the North East IFA Pension Matters.

J. Safra Sarasin acquires Private Banking Business of Bank of Montreal in Hong Kong and Singapore

The acquisition is expected to be completed during the course of the first half of 2021

BLI - Banque de Luxembourg Investments and Conventum Asset Management are combining their activities

The teams’ formidable experience will be the foundation for the development of our business in a constantly-evolving market and regulatory environment.

Liontrust appoints Sagittarius

The company has broadened its product range, including adding Sustainable Investment in April 2017 which has since increased its AuMA from £2.5 billion to £7.5 billion.

Natixis to Sell H2O Stake to Investment Firm’s Management

“It’s subject to regulatory approval, and we’re doing this in an orderly manner in a transition that has at the heart of it the interest of our clients.” For much of the past decade, H2O has been a jewel in the crown of Natixis&am

Plutus Wealth Management buys out WestBridge’s stake worth Rs 500 Cr in Nazara

Another key investor in the IPO-bound company is Rakesh Jhunjhunwala who had invested Rs 182 crore in December 2017.

Indian entrepreneur looking for Middle East members for new millionaire's club

Kamath is set to unveil platform for the world's uber wealthy to facilitate mega business deals among members

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Wealth and Asset Management