Sanctuary Wealth Lands Former Bank of Montreal Advisor Who Managed $580M In Assets
Advisor Bernard Reed has launched Velorum Wealth Management and aligned it with Sanctuary’s partnered independence model.
Wealth and Asset Management
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StanChart PB cancels client event in Thailand on compliance concerns
The British lender, like many rivals, serves Thai clients from Singapore, where it books assets.
HSBC spends £3.5m on its first UK wealth centre
The centre, based in St James, is the latest in a series of initiatives aimed at capturing a greater slice of the mass affluent market.
The European asset management industry: Navigating volatile times
Macroeconomic uncertainty and weaker profits are forcing the industry to rethink its business and operating models.
Partners Group opens office in Miami
The Miami office is Partners Group's sixth office in the Americas and brings the firm's total number of offices worldwide to 23.
PIMCO Announces New Partnership with Aditum in the United Arab Emirates
Aditum Launches Two Funds Offering Access to PIMCO Strategies
Chase de Vere’s profits up £32m as firm eyes further acquisitions
Pre-tax profits mark a 24.2% increase from £25.7m in 2023.
Nutmeg losses hit £40m in 2024 despite £2bn asset boost
Robo-adviser's owner JP Morgan backs company with £100m injection and new portfolio launches.
French group acquires Kaleido Private Bank
This acquisition increases the group's assets under management to approximately €10bn.
ARK Wealth Awarded "Hong Kong's Best Wealth Management Institution," Diversified Strategy Recognized by International Authorities
This dual recognition not only underscores Noah ARK's continued leadership in the wealth management sector but also marks a significant breakthrough in its global strategic expansion.
Update in relation to Close Brothers Premium Finance business
Focusing on commercial lines will enable us to invest in growth and strengthen our position in the market, while streamlining operations and reducing complexity.
JTC strengthens partnership with TISE
JTC has maintained a strong working relationship with TISE for many years.