06/17/2020
Midwest Financial Partners goes independent and launches RIA Octavia
The business will be staffed by 35 employees. They will cater to clients from offices located in Cincinnati, Los Angeles, San Diego and Miami.
Wealth and Asset Management
06/17/2020
Consolidator makes ninth acquisition
In November 2019, it was in active discussions with more than 20 local IFA firms.
06/17/2020
WealthManagement.com Industry Awards Finalists Announced
The finalists for the 2020 “Wealthies” include 155 companies across 73 categories to be recognized this year at a live, digital awards ceremony.
06/17/2020
Wealth manager launches £20m global equity fund
The fund will be managed by the Equilibrium investment team and launched on Monday (June 15).
06/16/2020
Vistra launches multi-disciplinary advisory programme ‘Act. Recover. Thrive’
Helping businesses, funds and investors navigate through disruption in a challenging economic environment so they build greater resilience during times of crisis
06/16/2020
COVID-19: Private wealth managers entered recession in good nick
The cost-to-revenue ratio also improved after a couple of stagnant years, driven mostly by higher revenues significantly outpacing growth in costs.
06/16/2020
IWP acquires Richmond House Wealth Management
Richmond House Investment Management will add to the scale and depth of investment management expertise across the IWP group.
06/16/2020
Tatton eyes asset management expansion as inflows and profit soar
The group hopes to capitalise on a strong year to become a ‘true asset manager’.
06/16/2020
Aite Group Announces Winners of the 2020 Digital Wealth Management Impact Innovation Awards
Aite Group recognizes six innovative financial institutions leveraging best-in-class initiatives.
06/16/2020
Hinduja Scion Takes Over at Family's Swiss Bank
Hinduja said he will pursue wealth management as well as business with entrepreneurs to do so
06/16/2020
Financial advisers and wealth managers see uptick in client demand for sustainable investments
The importance of sustainable investing is underlined by the fact that 86 per cent of advisers said that they are now incorporating sustainability questions into the client fact find.
06/15/2020
Neglecting the non-financial risks to family wealth could have severe financial consequences
Families must address all four pillars of capital to achieve long-term success.
06/15/2020
Six top DFMs back new wealth ratings service
Six DFMs have backed a new academy from RMSR that will rate wealth managers on the services they offer to advisers.
06/15/2020
Why family businesses are in a strong position to ride out the storm
Keeping it in the clan brings an inner strength… but it's just as important to know when to let go
06/15/2020
Ogier advises on sale of independent trust company
Group partner Matthew Shaxson lead the Jersey-based Ogier team, which included senior associate Kevin Grové and associate Michael Anderson.
06/15/2020
EdRAM (Suisse) to merge with EdR (Suisse)
This merger will strengthen synergies within the areas of expertise of our Group and simplify our organisation.
06/15/2020
Strategic- Partnership For Pam And Fidelius
Chartered Financial Management (UK) Ltd advisex on £250m of clients’ assets and Zen Wealth has assets under advice of £30m.
06/15/2020
BNY Mellon Investment Management Launches BNY Mellon Investor Solutions
BNY Mellon Investor Solutions brings together the full power of our collective enterprise to meet the ever-evolving needs of investors by providing an integrated investment offering—needs that have only been amplified in the current environment.
06/15/2020
Fund managers prepare to return to the office
Amundi, BlackRock and LGIM are opening up buildings in Europe following the pandemic
06/14/2020
Secular trends more relevant than ever
How can secular trends help investors navigate the post-pandemic world?