09/23/2021
Brewin Dolphin adds sixth fund to Voyager range for advisers
Voyager Max 100% Equity will invest almost entirely in equities and mirrors Brewin Dolphin’s established Managed Portfolio Service (MPS) Global Equity model portfolio.
Wealth and Asset Management
09/23/2021
Swiss Prime Site hires team to launch first fund
Swiss Prime Site Solutions has been awarded a Finma licence.
09/23/2021
Wealth advisers urged to do more on income protection
Mehta suggested IP would help wealth managers support a client’s life journey from a first job role to arranging financial independence in retirement.
09/23/2021
Ogier proud to sponsor Guernsey Private Wealth Forum
As a result, we are noticing that more and more individuals want to understand the impact of their wealth and use it to help bring about positive changes by supporting and investing in charitable or environmental causes.
09/23/2021
Kingswood has ‘at least seven’ deals imminent
The acquisition completed at the end of August, and Lawrence said Admiral would be fully integrated by the end of the year.
09/23/2021
Valley National Bancorp to Acquire Bank Leumi USA
This combination further solidifies Valley’s position as a top-tier, relationship-focused commercial bank.
09/23/2021
The best offshore experts for high-net-worth individuals
The Offshore experts featured are included in the table below, along with their Spear’s ranking and focus.
09/22/2021
Wealth Management: Market Perspective - Rothschild & Co.
The latter could be worrying, but the last year has demonstrated clearly that economies can indeed resume growing when we let them. Many businesses are continuing to adapt to more distanced ways of operating.
09/22/2021
Man GLG launches sustainable absolute return fund for Rory Powe
The fund will keep a net long position of between 20% and 30%.
09/22/2021
LGT is one of the 25 “Best Workplaces in Europe”
LGT Private Banking received its first employer certification from ”Great Place to Work
09/22/2021
Sanctuary Global Family Office Launches With Stake in $2 Billion Multi-Family Office
Sanctuary Extends Footprint into Southern California with Investment in InnoVise Family Wealth Advisors
09/22/2021
UBS buys Madrid office with strong ESG credentials
The WELL Certificate is issued by the International WELL Building Institute, which aims to improve how buildings affect human wellbeing.
09/22/2021
Westpac suspends sale of wealth management unit
Westpac will continue to operate these businesses and support its Pacific customers
09/22/2021
Coldstream Wealth Management Announces Merger
Second private-equity free transaction this year expands employee-owned firm's footprint across fast-growing Pacific Northwest and increases total client assets to over $6.7 billion
09/22/2021
Clifton extends Hubwise platform deal to 2026
The agreement with Clifton Asset Management to extend their use of Hubwise’s services by a further five years is testament to the flexibility of the Hubwise proposition.
09/22/2021
Citi Private Bank Finds Cautious Optimism Among Investors for 2022 with Covid-19, Inflation and Peak Market Valuations Top of Mind
Majority of respondents in the annual Family Office Survey seek increased returns of 5% or more next year
09/21/2021
Schroders: Review of the 2021 AGM season
Implementing ESG metrics in pay, adjusting remuneration, shareholder resolutions, votes on climate, diversity and auditor tenure - we round-up the AGM season.
09/21/2021
Wise enters wealth management with BlackRock tie-up
Stock investing from multi-currency accounts is becoming a crowded market in fintech as transfers firm enters space
09/21/2021
Ameriprise Financial expands team
Both practices join Kuttin Wealth Management, a well-established team in Ameriprise’s independent channel, led by Barron’s Hall of Fame advisor Jon Kuttin
09/21/2021
UBS advisor named to the Forbes/SHOOK Top 250 Wealth Advisors list
The sixth annual Forbes/SHOOK Research Top 250 Wealth Advisors list recognizes the country's top financial advisors, who represent the future of the wealth management industry.