The Deloitte International Wealth Management Centre Ranking 2021
Proving its worth in today’s turbulent world
Wealth and Asset Management
15471 articles found
Fairstone adds 27 advisers in latest IFA purchase
The client-focussed team has almost three decades of experience in providing quality advice and exceptional service to their clients, making them an excellent fit for Fairstone.
Fairstone snaps up £850m AUM south coast advice firm
The acquisition of Chadney Bulgin in a deal of undisclosed value will take Fairstone’s total assets under management to £12bn.
The importance of Responsible Wealth Management
In this episode of Wealth Insights we discuss how the financial services industry, and wealth managers like Julius Baer, can help drive the sustainability agenda forward.
UK wealth manager unveils succession programme for advisers
It wants to ‘explore’ bringing IFA client books to the firm
Swiss WMs pick the crypto to rule them all
The wealth managers also answere
Brooks Macdonald International unveils group annual results
The results also show that FUM for the International business grew by 59.2% to £2.5bn at the end of the period.
Savant Wealth Management Announces Strategic Minority Investment
The partnership is designed to accelerate Savant's acquisition and organic growth strategies by augmenting its capabilities and providing access to additional growth capital.
Wealthspire Advisors to acquire Private Capital Group
Acquisition adds $1.0 billion in assets, expands presence in the Northeast
BNP Paribas appoints Moxtra as strategic IT partner
Secured communications over social messaging channels and myWealth Asia allows BNP Paribas Wealth Management to integrate themselves into their clients' existing ecosystem in a collaboration powered by Moxtra
Schroder Investment Solutions strengthens fund range
SIS delivers competitively priced funds and model portfolios which meet a wide range of clients’ investment needs and risk profiles and is now available on 12 platforms having recently gone live on Transact and Quilter.
Hightower Makes Strategic Investment in $1 billion wealth management firm
The $1 billion Florida-based firm will utilize Hightower's suite of consulting and operational services to further scale and drive business growth.