Managers of Wealth

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

Valiant raids NAB for two private bankers

Valiant is currently on a hiring spree, having pledged to recruit 40 investment and pension specialists by 2024.

Swiss Banking: How Many Jobs Will Disappear?

The banking industry was in major transition even before the pandemic hit, not least due to the digital revolution. Experts agree that the trend will continue and cause thousands of job losses in the industry.

Eric Syz: ‘80% of active managers are index huggers’

Private banking chief on succession, searching for alpha and partying with Andy Warhol

Using technology to improve the management of investment portfolios - the view from SEI

This article is from The Wealth Mosaic's recent report on how technology can be utilised to improve the management of investment portfolios

The Impact of 2020 on Advice—and Advisors

New survey reveals how advisors will move beyond 2020 and how asset managers can adjust.

Hightower Buys $8 Billion Wealth Manager

Bel Air - Hightower's largest acquisition ever - is an $8 billion advisory business based in Los Angeles, serving high net worth individuals, families and foundations

CI Financial Completes Acquisition of Four RIA Firms

CI’s combined total assets reach record C$228 billion

Sanlam Investments to take on eight Smith & Williamson-managed funds

As part of the arrangement, later in Q1 2021 Sanlam will also take on the investment management responsibilities of the Smith & Williamson Global Gold and Resources Fund which will continue to be managed in Toronto by AGF as sub delegate investment ma

SVB Financial Group acquires Wealth Manager

The acquisition of Boston Private accelerates SVB's private bank and wealth management offering, strengthening SVB's overall platform and ability to fully meet the financial needs of its clients.

Scotia Global Asset Management announces final year-end reinvested distributions for Scotia Strategic ETF Portfolios and Scotia Index Tracker ETFs Français

The additional units will be immediately consolidated so that the number of units outstanding following the distribution will equal the number of units outstanding prior to the distribution.

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Wealth and Asset Management