02/01/2022
Zug IAM receives Finma licence and starts recruitment drive
Also runs a blockchain fund.
Wealth and Asset Management
02/01/2022
Accuro London expanding its offering to regulated Trust & Fidiciary services
The appointment of Rebecca Hone, as a Chief People Office, underlines the growth agenda and the importance of people.
02/01/2022
Schroders Capital completes acquisition of Dutch real estate investment specialist
The acquisition is expanding Schroders Capital’s client offering in a key European growth market.
02/01/2022
Danske Bank -Sale of private banking activities in Luxembourg completed
The sale reflects Danske Bank's efforts to simplify its organisation and supports its strategy of focusing on its Nordic home markets.
02/01/2022
Hightower Invests in Business Management Firm
Hightower’s deal with Los Angeles-based Grant Tani Barash & Altman brings personal CFO services to the firm’s advisors, the next step in creating an end-to-end family office model.
01/31/2022
Jersey Private Fund Growth Reflects Investor Demands
This builds on the previous data from last year, which showed that the number of JPFs grew 13% over the first half of 2021.
01/31/2022
Gold for Praxis Hong Kong team
This is the third consecutive year the team has been shortlisted for the award, previously receiving bronze in 2021.
01/31/2022
What high-net-worth investors are doing to avoid market carnage
Incorporating alternatives can help boost portfolio performance while protecting it against downside risk.
01/31/2022
Arvest Wealth Management announces year-end results
King said Arvest Wealth Management will introduce a new digital platform later this year in an effort to engage with a new demographic of investors.
01/31/2022
SJP drops ‘wealth management’ in first rebrand for 30 years
The restricted advice giant is rebranding to ‘reflect the business we are and the people we represent’.
01/31/2022
Wealth management in China is a “golden opportunity”
The UBP Asia CEO is optimistic that the bank can make similar gains in terms of DPM penetration in 2022
01/31/2022
J. Safra Sarasin Group opens an office in Madrid
The opening of the branch in Spain fits in the ongoing strategy of the Group to develop its activities in core European markets.
01/31/2022
EFG announced as new title sponsor of the EFG Swiss Open Gstaad
Known as the ‘Wimbledon of the Alps’ due to its unique backdrop, the EFG Swiss Open Gstaad’s ethos is to preserve the best Swiss traditions and the event has a reputation for hospitality that means it attracts more than 20,000 visitors e
01/31/2022
Succession Wealth adds £175m assets with acquisition of OAP
It is the firm’s 60th M&A deal since 2014
01/31/2022
Wealth manager opens office in Birmingham
It will allow the firm to expand its reach in the ‘key regional centre’
01/30/2022
Goldman Sachs lures Aussies for Kiwi Wealth review
Kiwi Wealth is a default KiwiSaver provider, with about $N9 billion in its scheme.
01/30/2022
Deltec Bank and Trust acquires Ansbacher (Bahamas)
“The decision to divest Ansbacher does not impact any other AF Holdings entities or investments.”
01/28/2022
New Wealth Manager Compound Comes Out of Stealth Mode With $37M in Funding
Bolstered by VC funding, Compound mixes human advice with a technology approach.
01/28/2022
Cazenove Capital launches new donor advised fund to meet growing client demand for charitable giving
As philanthropy and impact investing move higher up clients’ agendas in the wake of the global pandemic, this new DAF will build on this expertise to meet the growing need for products that offer strategic, yet flexible support for philanthropic giv
01/28/2022
2021 was a year of economic resurrection - Lombard Odier
Bond yields have risen sharply in reaction to the Fed’s withdrawal of monetary accommodation.