FCA Review of UK Wealth Management M&A
The findings of the review will be of particular relevance to the PE industry where interest and investment in the wealth management sector has increased over recent years.
Wealth and Asset Management
15471 articles found
Endowus Crosses $10 Billion in Client Assets
Alternative investments also increased by threefold, crossing $500 million.
Quilter reports a third successive quarter of net inflows in excess of £2 billion
Our business is demonstrating strong consistency, delivering in excess of £2 billion of net flows in each quarter of this year.
Barclays in good shape despite upping car finance scandal provision
And the good news appears to continue for investors as Barclays also announced a new £500m share buyback, surprising the market and also moving these to quarterly announcements.
Study on the Transfer of Family Businesses in Switzerland: Lack of Preparation Threatens the Family Model
The study reveals that nearly half of the surveyed family businesses are not adequately prepared for succession
Gibraltar private bank snaps up London wealth firm
Turicum Private Bank establishes a footprint in the UK by buying a majority stake in Hassium Asset Management.
INSIGNEO to acquire VectorGlobal accounts, strengthening its footprint in Latin America
Strategic acquisition of over $4 billion in client assets and key advisor teams bolsters Insigneo’s position as the leading independent wealth management platform for Latin America
Julius Baer: Family Legacy Conversation Accelerates in Asia
For the first time ever, legacy-building became a top three family-related topic with a particularly strong showing in Asia, where it was also ranked in third place.
EdRAM CEO: ‘Quant is our next arrow in the bow’
The €107bn Swiss asset manager has made the bold decision to unveil a new quant unit, complementing its 'high octane' offerings. Christophe Caspar told us why.
Pictet predicts bond shake-up to accompany international realignment
The failing guardrails of multilateralism are paving the way for new investment opportunities, according to Swiss stalwart Pictet’s latest asset allocation calls
Goldman Sachs Launches Onshore Private Wealth Management in Riyadh, Saudi Arabia
The business will leverage the firm's "One Goldman Sachs” approach, working in partnership with Asset Management
Behind Nikko Asset Management’s Rebrand
The change is intended to reflect a new era for the firm, including its global growth, according to CEO Stefanie Drews.