04/13/2021
Mattioli Woods acquires advice firm for £7m
The complementary product offerings provide scope for potential revenue synergies, while maintaining the strong cultural commitment of both companies to putting clients first.
Wealth and Asset Management
04/13/2021
Pictet Asset Services expands its activity to Monaco
The team will join Pictet’s banking branch in Monaco, which opened in February 2020.
04/13/2021
Rathbones' launch of multi-asset ESG 'next logical step'
"Advisers are saying to us that they are finding the conversations they are having around sustainability are very positive.
04/13/2021
Wealth management may bring new job riches to Scotland
Wealth management could enjoy a jobs boom in Scotland, with experts predicting national firms are likely to set up regional hubs in the country as part of a post-pandemic recovery strategy.
04/13/2021
Nucleus adds £300m assets in 'best-ever month' for inflows
Gross flows represented a 29.5 per cent increase on the previous quarter, which stood at £494m as sentiment continued to improve and a 9.8 per cent increase on the first quarter of 2020.
04/13/2021
Raiffeisen and ZKB want “transparent” gold
Both banks work together with the Ticino gold smelter Argor-Heraeus.
04/13/2021
deVere United Kingdom and Fidelius enter strategic partnership
The deVere United Kingdom Mansfield office will remain unchanged, with this addition to the network giving Fidelius a total of six UK offices.
04/12/2021
BMO refocuses Wealth Management business for North American growth, announces sale of EMEA Asset Management business
As part of the transaction, BMO and Columbia Threadneedle will also establish a strategic relationship to offer BMO's North American Wealth Management clients opportunities
04/09/2021
Envestnet buys Harvest Savings & Wealth Technologies
This acquisition optimizes our API-based financial wellness ecosystem, and also helps strengthen our foothold to enable embedded finance, which we see as a key driver of the future of financial services.
04/09/2021
Global Wealth and Lifestyle Report by Julius Baer
The findings of the Julius Baer Lifestyle Index 2021 show the continuation of many of the underlying trends of recent years, with COVID-19 impacting prices sharply in specific travel-related areas such as flights and hotel suites.
04/09/2021
Atria Wealth Solutions completes acquisition
Atria broker-dealer assets increase to nearly $95 billion of AUA
04/09/2021
Financial markets tensions and breakeven inflation
Stefan Gerlach examines how much weight should be attached to breakeven inflation as a measure of expected inflation and whether it provides clean signals.
04/09/2021
What if Credit Suisse's Problem Isn't Risk Management?
It also seems the bank only became fully aware of the conflicts in hindsight.
04/09/2021
Julius Baer: APAC Most Expensive Region for the Rich
The rankings were based on a lifestyle index with up to 20 categories of goods, services and experiences represented as constituents .
04/09/2021
The changing face of advice: how financial advisors are evolving
The average age of financial advisors has been rising as fewer graduates opt to go down that route
04/08/2021
Allfunds to list on Euronext Amsterdam
Whilst AllFunds will not receive any proceeds from the sale, the company believes the listing will provide access to diversified sources of funding and raise its profile and brand awareness.
04/08/2021
Credit Suisse Bankers Grill CEO Thomas Gottstein
In response, Gottstein allegedly deferred to incoming chairman Antonio Horta-Osorio, highlighting his arrival later this month as an opportunity to reassess the bank’s strategy.
04/08/2021
Ludlow Trust launches with acquisition of NatWest Group and Coutts trust business
Ludlow Trust has been granted “trusted partner” status and will have non-exclusive access to NatWest Group clients to help grow future business.
04/08/2021
The re-integration of wealth
Providing a vertically integrated, end-to-end service offering is often seen as a way to help firms expand their proposition and gain a greater share of clients.
04/08/2021
IQ-EQ enters the U.S. Private Wealth market with the acquisition
This acquisition confirms IQ-EQ’s commitment to the U.S. market and takes the Group one-step closer to achieving its strategic objective of becoming the leading independent investor services provider globally.