Irwin Mitchell AM inks Third Financial deal to expand its offerings
IM Asset Management announces deal extenstion with platform
Wealth and Asset Management
15616 articles found
Morgan Stanley beats estimates as wealth management shines
“We are not in a banking crisis, but we have had, and may still have, a crisis among some banks,” Morgan Stanley CEO James Gorman told analysts on a conference call.
Credit Suisse and Softbank Square off in London
Credit Suisse accuses Softbank of knowing about Katerra's restructuring in 2020 which, according to documents filed in the US in 2021, made the funds inaccessible to Credit Suisse investors.
Mattioli Woods acquires Doherty Pension & Investment Consultancy Limited
Based in central Belfast, Doherty’s is one of the largest financial planning practices in Northern Ireland working with over 1,300 clients and with assets under management of circa £625 million.
What's Behind the ETF Outflows at UBS and Credit Suisse?
In the case of UBS and Credit Suisse, a rising tide did not lift all boats, with UBS ETFs experiencing net outflows of two billion euros, followed by Credit Suisse with Europe's second-largest outflows of 179 million.
Banque Havilland announces the sale of its institutional banking activities to Banco Inversis
The colleagues working for this business area will be transferred to Inversis, at unchanged conditions and benefits, in the same time frame.
OWIN 2023: the future of wealth management between growth and sustainability
Customer needs and market trends evolve continuously: innovation is the driving force of adaptation to change and a key ingredient for long-term sustainability and growth”.
Citi Estimates Post-Takeover Outflows at CS
In the worst-case scenario, the estimated figure could reach one-third, or 162 billion francs, due to cultural differences between UBS and Credit Suisse leading to increased attrition or rivals successfully luring bankers and clients.
AMP wealth management AUM grows $2bn
The MyNorth platform reported AUM of $62.8 billion, an increase of $1.5 billion compared to the Q4 2022 AUM of $61.3 billion.
Ping An Asset Management Company statement on HSBC Group Plc
Exited some business lines: Announced exits of some ex-Asia business lines that were underperforming and/or lacked synergies, such as US retail and Canada.
Atria Wealth Solutions Announces Acquisition of Independent Wealth Management Firm Grove Point Financial
Purchase of Grove Point Financial brings 400 independent financial professionals with approximately $15 billion of assets under administration to fast-growing Atria Wealth Solutions. Grove Point will maintain its existing clearing and custody relationship
UBS Advisors Drew Freides and Michael Kanigher Named to the America’s Top Wealth Advisors and Best-In-State Wealth Advisors Lists by Forbes
Drew and Michael are founding members of Mainsail Wealth Partners, one of the largest advisor teams at UBS.