What Kingswood’s debt deal says about future of PE and advice
Since then, Kingswood has made 19 acquisitions, funded through HSQ’s equity and debt from a major asset manager.
Wealth and Asset Management
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‘Big won’t always win’: Why Quilter Cheviot wants to be more like a private bank
Boss Andy McGlone says high-end planners running fewer accounts is the future of UK wealth
Openwork's 2plan restarts growth after FCA lifts VREQ
The number of advisers in the network grew by 146 to 59
Milan’s ‘Empty London’ Tax Bet Pays Off as UK Wealth Exits Soar
Italy’s financial capital is proving an early winner in the race to attract wealthy investors after the UK’s non-dom program ended last month.
Quilter Cheviot moves 64-strong Birmingham team to Paradise
Quilter Cheviot’s biggest regional team relocates to new offices in the Paradise neighbourhood of Birmingham.
Groww to buy wealth management firm Fisdom for $150m
The acquisition awaits SEBI's regulatory approval and is expected to finalise in two to three months.
Private Banks Falling Short: The Family Office Challenge in Asia
This gap is driving UHNW families to family offices, which provide bespoke, hands-on coordination of legal, tax, and strategic needs.
Wealth managers’ ‘go-to’ UK equity income funds
The UK still looks relatively cheap, so on a forward multiple it looks like a great place to pick up some income.
Wellington builds bridges to Swiss wealth management
In addition to its traditional institutional business, the firm aims to expand into wealth management. finews.ch met with two key people in Zurich.
Half of Swiss WMs consider investment committee vote for AI
We also polled the wealth managers on equity allocations and where they see the gold price at the end of the year.
Standard Chartered: “Global Islamic Finance Assets to Surpass USD 7.5 Trillion by 2028”
36% asset growth over next four years as Islamic Banking enters new phase
UBS Advisor Teams in Florida Named to Barron’s Top 250 Private Wealth Teams List
The Florida Wealth Management Market is led by Market Executive Lane Strumlauf and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.