Inflows to 7IM's platform rise by £200m
Gross inflows for the quarter were also up by just under £200m, with £624m invested in Q1 this year, a rise from the £486m in Q4.
Wealth and Asset Management
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Geneva Wealth Manager Suffers Outflows
Last year, Banque Eric Sturdza's unsuccessful bid to smooth its tax bill pushed it to a net loss.
The world’s top 10 wealth management firms by AUM
Who has the most client money? We run down the largest companies by assets under management
Nucleus shareholders approve James Hay takeover
Over 90% voted in favour of the acquisition
Sanctuary Wealth Scores ‘Biggest Win to Date’ in Recruiting $1.5B Merrill Team
The team also includes partners Sue Mazzetti, who was with Merrill since 2011, and Melissa Yue, who was with Merrill since 2014.
ClearView appoints life strategy and transformation leader
In her role, Falas will be integral in the ongoing development and implementation of ClearView’s life insurance strategy; facilitate greater collaboration across business functions; and spearhead business improvement initiatives.
RBC Hires UBS Team in Virginia with $900-Million Book
RBC Washington D.C. branch manager Matt Wunder will oversee the office on an interim basis, according to a company spokeswoman.
Crestone Wealth expands national footprint
The bench strength present within the team reflects a desire to deliver unparalleled insights and investment solutions to SA business owners, higher net worth individuals and their families.
WH Ireland to return to profit as sales rise 29%
'We continue to look for potential acquisition opportunities and new hires in both divisions as we benefit from the successful integration of Harpsden and the recruitment programme already completed.'
Macquarie picks up $20b as big banks exit wealth
“It’s an interesting time with all of the structural changes in the market,”
How Inherited Wealth Can Be Fairly Distributed Within Asian Families
The latest figures released by RBC Wealth Management reveal how only 31% of people in Asia have a full wealth transfer plan in place.
IFA consolidator buys Newcastle firm
PWM is the fourth financial planning firm to join IWP in the past month and its first acquisition in the north east of England.