02/10/2020
Glasgow-based wealth manager taken over by Independent Wealth Planners UK
£100 million manager AGL Wealth becomes group's first presence in Scotland
Wealth and Asset Management
02/10/2020
Channel Islands private wealth firms merge
We are now the seventh largest corporate, funds and trust player in the world by revenue and manage over 17,000 structures on behalf of more than 8,000
02/10/2020
Under the bonnet of an SJP acquisition
A document of intent from St James’s Place looking to buy an independent advice business unearths details of how the wealth management giant approaches deals
02/10/2020
Generali sets up innovation hub for private advisory
Banca Generali said that the new innovation centre could be described as an area for digital social working aimed at discussing issues related to fintech and investment.
02/10/2020
Mercer Advisors Recognized as the Best Private Wealth Manager for Client Service
Industry leading RIA firm wins the prestigious Private Asset Management (PAM) Award for the third year in a row
02/07/2020
Sionic shortlisted in prestigious awards
This shortlisting also comes at a very exciting time for our firm, as we are on a rapid and global growth trajectory.
02/07/2020
How Some High-Net-Worth Investors Are Positioning Themselves For A Market Crash
Both reports suggest high-net-worth investors may be worried about the short-term performance of the market as we sit near all-time highs.
02/07/2020
Mediobanca profits up on consumer business, wealth management
Also in the second quarter, net profit was better than consensus and stood at 197 million euros versus an average estimate of 175 million euros.
02/07/2020
Boris Bounce on hold? Swathes of London still in the doldrums
In Hammersmith & Chiswick over 55 per cent of prime properties are selling at a discount - typically 8.8 per cent off asking price.
02/07/2020
Ten things to bear in mind for a country property purchase
Many country properties have a private water supply, either from their own land or from land belonging to a third party.
02/07/2020
Frugal Billionaire Sells Stake in Wealth Firm He Founded
Hargreaves is largest shareholder in U.K. investment platform
02/07/2020
Wealth Management Update February 2020
The low Section 7520 rate and AFRs continue to present potentially rewarding opportunities to fund GRATs in February with depressed assets that are expected to perform better in the coming years.
02/06/2020
Pictet Profit Drops On Hiring Spree
Pictet, which is controlled by seven partners including descendants of the founding family, doesn't specify how much money purely from wealthy clients it took in.
02/06/2020
UBS' Khan: "absolutely convinced" on wealth management profit goal
Khan, who joined Switzerland’s biggest bank in October, said his first four months in the job had convinced him the unit’s mid-term ambition — which UBS reiterated in January — could be reached.
02/06/2020
Citi doubles down on private wealth post-Hayne
The global investment bank, which describes itself as a "challenger" in Australia, quietly wound up its domestic financial planning operations in late 2019, restricting its services to "wholesale clients" or individuals with net assets
02/06/2020
BNP Paribas wealth and asset management revenue continues to grow
The way the Group operates has changed, being more efficient and digital for our clients and employees.
02/06/2020
Credit Suisse: Pawn of Major Powers?
In what appeared to be a show of confidence, Thiam posted an Instagram snap of himself, surrounded by his 11-person top management.
02/06/2020
GLKB with profit jump thanks to diversification
As a result, operating expenses increased, where personnel costs were 15.6 percent higher at 30.29 million.
02/06/2020
HSBC launches Jade, a special bank account for millionaires
UAE’s millionaires among the youngest around the world
02/06/2020
Reshaping wealth management - Five big trends for 2020
Transparency might be seen as an industry reaction to the global financial crisis.