MKC Wealth acquires Stockport and Urmston IFA firms
The deal adds 140 households with £70m of assets under advice (AUA) to MKC Wealth.
Wealth and Asset Management
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Felix Niederer: «True Wealth Now Manages 1.6 billion francs»
In an interview with finews.com, co-founder and CEO Felix Niederer discusses the company's development so far and his plans for the future.
Indosuez wins Best Private Bank award in Luxembourg for the 4th consecutive year
These awards recognize excellence in private banking beyond financial expertise.
Quirin Private Bank Relies on Swiss 3rd-Eyes Analytics for Their Advisory Process and Services
With the help of 3rd-eyes, the financial goals and wishes of Quirin private bank’s clients can not only be calculated, but above all visualised and optimised.
Charles Russell Speechlys opens Italy office
Charles Russell Speechlys confirms the launch of a new office.
Deutsche Bank named Asia Pacific’s M&A House of the Year by FinanceAsia
The win reflects the bank’s leadership and innovation across diverse sectors and markets, which has helped achieve the best outcomes for clients as they navigate an increasingly complex market environment.
Julius Baer sees gold and bitcoin risks on Trump Ukraine peace deal chance
The Swiss private bank remains bullish on US equities as its favoured play as investors turn more bullish following Donald Trump's red sweep, while maintaining negative on China.
Andrea Orcel's Unicredit also wants to grow in its home market
The Italian major bank Unicredit is not only targeting the German Commerzbank, in which it holds a good 20 percent of the shares via derivatives.
Lombard Odier wins two awards at the WealthBriefing MENA Awards 2024
This award recognises Lombard Odier as the leading international private bank with headquarters outside the MENA region.
London forum promotes island as leader in wealth management
The Bermuda Business Development Agency facilitated the two-day Bermuda Wealth Forum, held at the JW Marriott Grosvenor House, in London, earlier this week.
Fairstone Ireland swoops for financial planning firm
The deal marks Fairstone Ireland’s sixth strategic acquisition, solidifying its presence in the North West region.
MAG Wealth Management takes over Ovation Wealth Advisors
The deal is said to introduce a new model for advisor growth and succession planning within the private banking sector.