Fairstone in discussions with 45 advice firms
The firm was in further discussions with at least 45 firms about joining its programme by the end of December.
Wealth and Asset Management
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Jupiter SDG equity fund enters Swiss market
Swiss investors enabled to participate in Jupiter’s global sustainable strategy.
UBS clients raise $650 million for biggest yet biotech impact fund
The Oncology Impact Fund 2, run by biotechnology investment firm MPM Capital, has raised a total of $850 million, including the $650 million obtained from UBS clients.
Mainland China to account for half of Hong Kong's wealth assets in 5 years
The Wealth Management Connect program, which gives investors in the Greater Bay Area — a megapolis that includes nine cities in mainland China
Zurich ESG boutique launches PE infrastructure fund
It focuses on investing in decarbonisation and energy transition investments across Asia.
Tilney Smith & Williamson launches succession planning programme for retiring advisers
Our new programme aims to take the stress out of succession planning and provide a great home for advisers and their clients.
Colorado Financial Planning Team Chooses Dynasty
Independence: Launches Intergy Private Wealth With Dynasty Financial Partners Team Previously Managed Approximately $300 million in Client Assets; One of the Only Independent Firms Offering Multi-Family Office Services in Colorado Springs, CO
Refinitiv launches Wealth Practice 360
A recent Refinitiv report titled, “Advancing the Advisory Client Experience’ found that 43%% of advisory clients need advice more now than they did a year ago.
Close Brothers: Annual Financial Report
The Annual Report will be sent to shareholders on or around 14 October 2021, together with the Notice of Annual General Meeting.
Quilter's Spiers and Rose launch adviser consolidator
They are already close to completing another takeover which will be confirmed shortly.
Counterweight Private Wealth Launches Wealth Management Practice in Raleigh, North Carolina
Former RBC Wealth Management advisor opens new practice with support from TruClarity Wealth Advisors
Is the commoditisation of the UAE foundation structure harming its development?
In order to get the best from your foundation, it is first important to consider: