01/27/2022
UBS acquires Wealthfront
Wealthfront’s state-of-the-art, digital only platform tailored to next gen affluent investors will accelerate UBS’s growth ambitions in the US
Wealth and Asset Management
01/27/2022
Tilney, Succession, Ascot Lloyd eye sales as wealth manager M&A boom continues
The UK's third-largest wealth manager could soon be on the block as Tilney eyes sector deal rush
01/27/2022
Smith & Williamson announces partnership
Innovate Finance is the independent industry body that represents and advances the global fintech community in the UK.
01/27/2022
St James's Place assets surpass $200 bln as inflows keep coming
St James's Place said its 2021 client retention rate was its strongest year to date, contributing to funds under management rising 19% over the course of the year.
01/27/2022
Bringing Wealth Management to the Retirement Plan Advice Industry
Informa and WealthManagement.com’s partnership with The Retirement Advisor University aims to educate and empower retirement plan advisors, plan participants.
01/27/2022
Schroder BOCOM Wealth Management receives regulatory approval to commence operating
The business, which can now commence operations immediately, has become the third international joint venture wealth management company to have received approval in China.
01/27/2022
DMCC, Monaco MoU to target ultra-rich
The MoU was signed by Ahmed Bin Sulayem, Executive Chairman and Chief Executive Officer, DMCC, and Michel Dotta, Chairman, Monaco Economic Board (MEB).
01/27/2022
Bellevue hikes dividend 80% as profit nearly doubles
The speciality investment manager reported a 93% rise in unaudited consolidated net profit.
01/27/2022
Fairstone makes double purchase
Both firms had initially partnered with Fairstone through its proprietary downstream buyout model.
01/27/2022
Consolidator entrant buys £280m Liverpool adviser
The addition of Pavis to the Verso group, adds scale to Verso’s network and creates a hub in the North West as Verso builds its national footprint.
01/27/2022
Raymond James Financial Reports Fiscal First Quarter 2022 Results
Fiscal 2022 started off strong with record results this quarter, including net income growth of 43% over the fiscal first quarter of 2021, driven by record asset management and related administrative fees and record investment banking revenues
01/27/2022
The REYL Group renews partnership with Swiss Paralympic ahead of the 2022 Winter Paralympics in Beijing
The Group aims to encourage their sporting career and personal development by enabling them to approach this important competition as confidently as possible and achieve their ambitions.
01/27/2022
Deutsche Bank posts a surprise profit on strong investment bank performance
The fourth quarter tax benefit reflected a positive deferred tax asset valuation adjustment of € 274 million resulting from the strong performance of Deutsche Bank’s US operations.
01/27/2022
The future of private banking in 2022
When predicting the next twelve months, there are a large number of trends that could take the limelight over the next year. What is the future of private banking in 2022? Patrick Brusnahan asks the experts
01/26/2022
Outperforming in 2022: Is the wind of change blowing in Wealth Management?
Now that we prepare ourselves to face the next, upcoming challenges of 2022 some questions arise.
01/26/2022
Brewin Dolphin Holdings Quarterly Trading Update
Continued organic growth momentum, advice-focused strategy delivering
01/26/2022
Quilter reports strong final quarter of 2021
Strong performance from the new Quilter Investment Platform
01/26/2022
Gilbert's attention shifts to wealth firms after R&M deal
Gilbert said the R&M deal had been a big focus of his "for much of the past year" and that AssetCo now had "nothing imminent" in the acquisition pipeline.
01/26/2022
The 2022 Spear’s Reputation Management Index is here
Welcome to the Spear’s Reputation Management Index, our ranking of the best reputation managers and lawyers in London and beyond
01/26/2022
Two Swiss Wealth Boutiques Merge
The integration of Pentagram Wealth Management in the Woodman group is a unique opportunity for further growth in a competitive environment