VP Bank Doubles Profits Amid Some Caution
In contrast to our competitors, sustainability is also the new standard for VP Bank’s interaction with advisory-only clients and not just our discretionary mandates.
Wealth and Asset Management
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Three Firms Merge for HNW Advisory With Global Reach
Leo Wealth will deliver global, integrated investment and tax planning solutions Company positioned for geographic and international expansion
Tilney Smith & Williamson Limited financial results (unaudited) for the six months ended 30 June 2021
Tilney Smith & Williamson is preparing a move to new headquarters in 2022
Partners Group Expects Near Doubling in H1 Profit
Partners Group, which is based in the Central Swiss Canton of Zug, put the rise in profits down to higher management and performance fees.
UBS launches WM joint venture in Japan
UBS has partnered with Sumitomo Mitsui Trust to offer global securities and wealth management capabilities to Japanese HNWIs.
Firm with £14.6 billion of assets opens new Gloucestershire branch
Wealth management firm Raymond James has announced the launch of a new branch in Cheltenham.
Lombard Odier: Sustainable Services for Cantonal Bank
The market entry is planned for the coming year 2022.
Noah Holdings: Unaudited Financial Results
Net revenues for the second quarter of 2021 were RMB899.4 million (US$139.3 million), a 20.3% increase from the corresponding period in 2020, primarily driven by increased one-time commissions as well as recurring service fees, partially offset by decreas
Huntington Private Bank Expands Into Twin Cities Market
The wealth-management expansion is part of Huntington's strategy to grow its customer base in several segments
Independent Trio Merge to Form Multi-Billion Dollar Wealth Advisor
The newly merged entity oversees and manages $4.3 billion in assets with operations in Hong Kong, New York, New Jersey and Texas.
Clifton Asset Management acquires Leonard Gold Financial Management
Clifton also has two firms at heads of terms stage going through the due diligence process and a number of others close to that stage as well.
Ocorian enhances presence in Guernsey with acquisition
This acquisition enhances our ability to provide a comprehensive service offering to private clients and international corporates in Guernsey alongside our existing strength in fund administration.