OneDigital invests in Canadian wealth manager PWL Capital
PWL will adopt the OneDigital brand while remaining an independent subsidiary under the new partnership.
Wealth and Asset Management
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Utmost Wealth Solutions launches Navigator technical briefing
This edition also welcomes expert contributors from Utmost’s new colleagues at Lombard International with commentary on the implications for EU insurers
These Four Swiss Financial Institutions Are Hotly Tipped
They also point out that the outcome of the capital adequacy debate will not only be relevant for UBS.
Private bank-backed equity boutique closes down
Crystal Asset Management specialised in concentrated European equity portfolios.
Delivering Global Private Banking Excellence in Asia
At Morgan Stanley, we believe in delivering “first-class business in a first-class way.”
Weatherbys’ Private Bankers recognised in the Spear’s 500 Wealth Management Index
The directory features the very best private client advisers, wealth managers, lawyers, and service providers globally, and we are thrilled to have been included.
Titan Wealth expands with acquisition of Advisa Wealth
This strategic move strengthens Titan’s international financial planning capabilities and enhances its presence in the Channel Islands.
The Flower Group launches M&A support service for wealth managers
The service has already made a significant impact, working with eight acquirers and 30 sellers
Guernsey Finance to update industry on new opportunities
Financial services in Guernsey is worth £1.3 billion to the local economy, which is more than the next 10 industries combined, representing 40% of GVA (gross value added).
Ruffer to cut a dozen more UK roles
The latest round of redundancies follows the 20 UK jobs that went last year.
Curious Shifts Behind the Scenes in Asia's Wealth Management
Both decided to close their Hong Kong offices in relatively short order.
Federated Hermes mulls Hong Kong office as US fund manager plots growth in Asia: CEO
US money manager had US$800.5 billion of assets under management in 2024, including US$3.4 billion in Asia excluding Japan