08/14/2020
Multi-family office sees growing opportunities in Sri Lanka
A multi-family office will provide advisory for multiple families on managing their wealth. There are several elements to services offered by Heritage Partners.
Wealth and Asset Management
08/14/2020
African Wealth Report
Our hope is that the insights gained will engender a greater worldwide understanding of the path that Africans walk on their personal wealth journeys.
08/14/2020
Ascot Lloyd lines up £25m war chest after £7m loss
National advice business Ascot Lloyd is banking on strong growth from its consolidation strategy to fuel its future success.
08/14/2020
Two Kestra Private Wealth Services-Affiliated Firms Merge
Combined firm principals will manage nearly $500 million in assets
08/13/2020
UK wealth manager completes first advice M&A deal
Seven Bridges expects to increase its turnover to £1.8m after the acquisition
08/13/2020
AMP Wealth Management's underlying half-year profit falls to $19m »
The AMP Life sale was a major milestone and opens the pathway to accelerate the next stage of our strategy.
08/13/2020
Creative Planning acquires Lenox Wealth Management
As part of the Creative Planning team we'll be able to enhance our service offerings and have the resources needed to support our growth.
08/13/2020
Options ETFs under the spotlight following UBS AM’s quadruple launch
Is there investor demand in Europe?
08/12/2020
Deutsche Bank WM hands new role to fund solutions head
The new responsibilities will see Silke Roth take charge of the whole product offering in Germany.
08/12/2020
EdR launches fund aiming to create European tech ecosystem
It aims to gradually increase the weight allocated to European companies within the sub-fund.
08/12/2020
DNB AM loses renewable energy PM and hunts for replacement
Christian Rom is now the only manager of the DNB Renewable Energy fund.
08/12/2020
London-headquartered wealth manager expands US operation
Up to $8m will be spent on ‘active adviser recruitment and acquisitions’
08/11/2020
Lebanon's FFA Private Bank teams up with Ankura
With the business scene crumbling, banks are facing rapidly growing non-performing loans and asset risks on their balance sheets.
08/11/2020
Liechtenstein Union Bank at the end
In fact, the FMA had already initiated a license withdrawal procedure against Union Bank last year.
08/11/2020
VanEck Model Portfolios Added to Envestnet Wealth Platform
The two models now available via the Envestnet platform are the VanEck Morningstar Wide Moat Strategy and the VanEck Municipal Allocation Strategy.
08/11/2020
Ping An’s Lu wealth management unit offers two zero-commission
Lu International (Hong Kong), a subsidiary of Lufax Holding, part of Ping An, launched on Monday and is charging zero commission until the end of September
08/11/2020
Indian wealth management businesses likely to grow to $5 trillion in 5 years: Sanctum Wealth
Favourable regulations, an expanding product universe, falling costs and new technologies mean that clients have more choices than ever, while firms need to maintain strong fundamentals and trust at the core.
08/11/2020
SJP adds 39 partner firms during lockdown
Former footballer one of the graduates to launch own business
08/11/2020
Canaccord Genuity deal may hinge on US$34B U.K. wealth unit
A potential sale of Canaccord outright is low, as there may be a limited pool of potential buyers interested in Canaccord’s globally distributed and diverse assets.
08/11/2020
Quilter interim results for the six months ended 30 June 2020
We are pleased to see the significant pick-up in net flows across the business in the first half