Wealth and Asset Management

Wealth and Asset Management

China’s Lufax Teams Up With Schroders As Part Of Push Into Wealth Management In Singapore

June 29, 2021

Schroders will bring asset management know-how while Lu International, or LUI, will bring digital capabilities, according to a press release.

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Wealth and Asset Management

G+E Wealth Management acquires Yorkshire wealth management firm

June 29, 2021

The acquisition was supported by leading alternative finance provider to mid-sized SMEs, ThinCats, led by Ben Kimball.

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Wealth and Asset Management

UBP to acquire Geneva private bank

June 29, 2021

The onboarding of Millennium Banque Privée’s teams will contribute to broadening UBP’s footprint in selected countries

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Wealth and Asset Management

Fairstone Partner with James Ryan Thornhill Under its DBO Programme

June 29, 2021

The deal brings more than 1,000 clients, five advisers and eight support staff to the wider business as well as gross annual fee income of around £1.2 million and funds under management of over £160m.

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Wealth and Asset Management

PraxisIFM puts ESG at the top of its business agenda

June 29, 2021

The Environmental Business Operations Framework is an international benchmark and serves as an environmental management system to measure, manage and minimise an organisation’s environmental impact.

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Wealth and Asset Management

Manulife Financial to Focus on Asia, Global Wealth Asset Management Businesses for Growth

June 29, 2021

We have entered a new phase of our strategy

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Wealth and Asset Management

Record partners with UBS unit to launch sustainable finance fund

June 29, 2021

Record shares were trading 2.6% higher in London

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Wealth and Asset Management

UBS to let two-thirds of staff mix working from home and office permanently

June 28, 2021

The move by UBS sets a stark contrast between the Swiss lender and many of its US rivals.

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Wealth and Asset Management

LaTrobe Financial’s wealth arm the focus for bidders

June 28, 2021

As the LaTrobe Financial strategic review heads for the pointy end, it’s the group’s asset management arm that’s become the focus for bidders.

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Wealth and Asset Management

JTC Wins In Private Client Excellence Awards

June 28, 2021

The company’s commitment to becoming carbon neutral by the end of the year was also commended along with its charitable initiatives.

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Wealth and Asset Management

Gilbert’s AssetCo collects £30.9m to spend on M&A strategy

June 28, 2021

The litigation award stemmed from a Court of Appeal ruling against accountancy firm Grant Thornton after it was held liable for negligence when it failed to expose a fraud at AssetCo.

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Wealth and Asset Management

HSBC sole European bank in global top ten listing for tenth year running

June 28, 2021

HSBC is the only European bank in the global top ten list for the tenth year running, according to the latest rankings from The Banker.

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