Fairstone expands in East Anglia with latest acquisition
Based in Dersingham near King’s Lynn, Allen Tomas & Co currently advises more than 260 clients and manages £120m worth of client assets.
Wealth and Asset Management
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OCBC launches upskilling programme for mortgage specialists
They can now advise home loan customers on investments and insurance.
Asian Cross-Border Wealth Management Shows Strong Momentum in 2Q25, Bolstering Bank Earnings Outlook
Key players such as HSBC and Standard Chartered reported resilient deposit inflows and new-to-bank customer growth, supported by heavy investment in distribution networks.
Partners Group paints upbeat picture of private markets, up to a point
But extraneous factors, including the so-called great rotation, look likely to have a major effect on developments.
Josh Brown's RIA keeps growing at $1 billion a year (on average) — with a radically organic business model –and could supercharge its mass affluent pipeline by using Altruist to power revamped FutureAdvisor (aka Good Advice)
Ritholtz Wealth was two guys, two blogs and a few hundred million under management but it just hit $6 billion, up from $2.8 billion in 2022, with zero outside capital and only one M&A deal for FutureAdvisor)
How Wealth Managers Add Value Beyond Investment Returns
The greatest benefits of wealth management come from holistic, integrated financial planning.
BNP Paribas completes the acquisition of HSBC private banking activities in Germany
This acquisition marks a major milestone in the development and growth journey of BNP Paribas Wealth Management in Europe.
5 reasons to increase allocations to hedge funds, according to a BlackRock investment strategist
The case for hedge funds is stronger now than for years, and with skilled managers producing more alpha in the current environment, it makes sense to increase allocations, argues BlackRock experts
Standard Chartered raises over USD3 billion in Signature CIO Funds AUM on 3-year anniversary
Further innovates to introduce Signature CIO Islamic Funds
Wealth advisers reshape their tech stacks
With custody moving from commoditised utility to a new sphere of innovation in wealth management, leading players are starting to reassess their back-office arrangements
CIMB launches first bespoke wealth management portal, digitalising its wealth management solutions
The platform is supported by the Bank’s wealth advisory arm, the Chief Investment Office (“CIO”).
Wealth.com joins Osaic to power estate planning
The collaboration reflects Osaic’s broader strategy to equip advisors with advanced digital tools that strengthen client relationships and enable holistic financial advice.