07/27/2021
Hightower Makes Strategic Investment in Farr, Miller & Washington
Led by well-known speaker, author and commentator Michael Farr, the Washington, D.C.-based firm has $2 billion in AUM
Wealth and Asset Management
07/27/2021
Shoosmiths recognised for work in advising HNW clients
Shoosmiths service to high net worth Individuals is extended by the addition of an in-house Private Property team.
07/26/2021
Why Compliance Automation is a Priority for Wealth Management: 5 Good Reasons
Playing catchup isn’t a linear pursuit.
07/26/2021
NBO Launches Wealth Management Portal On Mobile App
National Bank of Oman (NBO) has launched its new wealth management portal, available through the bank’s mobile app.
07/26/2021
Wall Street doubles down on lending ‘cheap money’ to the rich
Combined value of loans made by wealth management units at top US banks in second quarter exceeds $600bn
07/26/2021
Australian wealth manager AMP to revamp financial advice model
It will instead release “institutional ownership from AMP Financial Planning to advisers”, it said.
07/26/2021
St James's Place targets $1m HNW private clients in HK and Singapore
This private client proposition represents a logical next step for us in furthering our engagement with high net worth clients.
07/26/2021
Two more acquisition deals sees Fairstone expand into Yorkshire and Scotland
The Tyneside-based financial advice company has now launched six takeovers through its downstreet buy out programme
07/26/2021
Gary Walker Wealth Management in Dons deal
“After such a difficult period during Covid I wanted to step up my support for the Club to help them fulfil their ambitions.
07/26/2021
Goldman Sachs Asset Management and DWS mulling offers for NN Investment Partners - reports
NN Group ‘reviewing strategic options’ for NN IP since April
07/26/2021
SIX expands its international custody services reach to US
SIX delivers securities services to banks, private banks, wealth managers, broker-dealers and other clients across the global financial sector.
07/26/2021
Ed Dodig aims to expand CIBC’s private wealth arm
Mr. Dodig has been running the bank’s private wealth division in Canada since 2019
07/26/2021
7IM provides investors liquidity through partial merger of suspended funds
DRUM Income REIT uncovered as illiquid
07/26/2021
Raymond James opens Cheltenham branch
Earlier this month the firm opened a branch in Cheshire, which is led by Audrey McKinstry and John Simpson.
07/26/2021
Ogier the only offshore firm to be ranked top tier across the board in new Chambers HNW Guide
Alongside the service-line rankings, 11 members of the team have achieved individual rankings.
07/26/2021
Big U.S. Banks Are Going All Out on Loans to the Wealthy
In fact, JPMorgan and Citi are now lending more to high net worth clients than to their millions of credit card customers, whereas just ten years ago
07/26/2021
Rothschild & Co launches Wealth Management business in Madrid, Spain
The launch of this new business area will increase the company's presence and broaden its offering to both existing and prospective clients in Spain
07/26/2021
Mediobanca reaches for low-hanging wealth fruit
The business serves customers with some 17 billion euros of assets and makes about 25 million euros a year in net profit.
07/25/2021
Withers global art team recognized by Chambers 2021 HNW guide
The guide identifies and ranks law firms and lawyers around the world, with the HNW Guide specifically focusing on those representing wealthy individuals and families.
07/23/2021
JPMorgan to hire more than 500 wealth management advisers
That plan would more than double the 450 brokers now working for J.P. Morgan Advisors, the bank’s boutique wealth management firm.