08/26/2021
Asia and Middle East Assets Triple in Five Years
In addition to client assets, the two regions were also key beneficiaries of the group’s investments with headcount doubling in the same three-year period.
Wealth and Asset Management
08/26/2021
Ascot Lloyd assets near £10bn
The financing increased the capital available for acquisitions to more than £100m.
08/26/2021
Sanlam to wind down adviser network
It is believed Sanlam had been looking for a buyer for the network before making the decision to wind it down.
08/25/2021
UBS, Credit Suisse in Opposing Views on Gold
The bank sold more fund shares in percentage terms than the world's largest asset manager BlackRock (29 percent)
08/25/2021
Raiffeisen in Rude Health Amid C-Suite Crisis
Raiffeisen, which took in 10 billion francs in new client deposits in the first six months
08/25/2021
Zurich independent asset manager awarded Finma licence
There are now nine firms licensed by Finma as portfolio managers and trustees, monitored by a supervisory organization under the FinIA legislation.
08/25/2021
VP Bank launches private markets platform
Private markets as an asset class have gained greatly in importance in recent years.
08/25/2021
Robo and hybrid digital models in insurance and investments
They should offer clients the digital tools and software capabilities to enjoy better engagement levels with their relationship manager.
08/25/2021
Forbes Announces Sixth Annual List Of America’s Top Wealth Advisors
“This year’s top wealth advisors are reshaping the industry and the financial advisor role and despite uncertainty, have risen to the occasion to provide best-in-class service.”
08/25/2021
Greensill: Now the former head of risk is speaking
Finverity counts on “the enormous experience” that the new manager brings with him. This in turn does not mince words about Greensill Capital.
08/25/2021
SJP ordered to pay clients’ tax bill after suitability ruling
The Financial Ombudsman Service has told St James’s Place to pay out over advice that led to two clients incurring an avoidable CGT bill on £600,000 of savings.
08/25/2021
LGT achieves very strong net asset inflows and substantial business growth
LGT is confident that it will remain on its sustainable growth path in the second half of 2021.
08/25/2021
Wealth Enhancement Group Welcomes Equity Investment from Onex
New Partnership to Reinforce WEG's Position as Platform of Choice for Successful Independent Wealth Management Businesses
08/25/2021
Liontrust renames Dowey fund to reflect innovation conviction
The Global Equity fund will be renamed the Liontrust Global Innovation fund in October.
08/25/2021
StrateFi Wealth Management Launches
The advisors reported having served approximately $235 million in advisory, brokerage and retirement plan assets*.
08/24/2021
Wechter Feldman Wealth Management To Join Focus Partner Firm GYL Financial Synergies Transaction Will Increase GYL's Scale and Enhance Its East Coast Presence
Once the transaction closes, GYL's institutional and private client services in West Hartford, Westport, and Parsippany will move forward together under one brand name, GYL Financial Synergies.
08/24/2021
Bupa Global unveils UHNW private client operation
It ‘bridges a gap in the market for premium health insurance, health management and wellness’
08/24/2021
UBS Polishes Offers for Private Bankers with Upfront Cash
UBS has had an established track record for hiring advisors from private banks, nabbing the vast majority of around a dozen large teams that have exited from J.P. Morgan Private Bank over the past year.
08/24/2021
Swiss-Asia’s Singapore Leader on Riding the Wave of Private Wealth Expansion in Asia
Hubbis met with Steve recently by video call to learn of the firm’s recent progress since the pandemic struck.
08/24/2021
Diary of a Fund Manager - Fickle Friend
At ground level for investors are the companies we may choose to invest in.