Brooks assets pass £16bn on steady inflows
The wealth management group reported its assets rose 4.5% over the final three months of 2022 to reach £16.2bn.
Wealth and Asset Management
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Bantleon buys Warburg Invest AG
It was agreed not to disclose the purchase price.
Swissquote records strong inflow of new money
The company will publish the full report for 2022 on March 16, 2023.
RBC Wealth Management to exit Guernsey
The full closure could take up to two years
UHNW Portfolio Management Leader, Private Wealth Systems, Recognized for Innovation in Family Office Technology
Private Wealth Systems only vendor to be shortlisted as best-in-class for three categories in 2023 Private Asset Management Awards
Ex-Banker Eyes M&A After SPAC Deal Forges $60 Billion Wealth Firm
Each of the two firms brought about $30 billion in assets, making Alvarium Tiedemann one of the world’s biggest publicly traded money managers that focuses on the ultra-wealthy.
What risks might derail markets in 2023?
From the war in Ukraine to China's mobility controls and the UK mini-budget, 2022 has offered many examples of how policy can drive volatility or change the trajectory of asset markets.
J.P. Morgan Private Bank releases study on global billionaires
Conversations with some of the world's wealthiest families reveal top aspirations, concerns around family governance, values-driven impact strategies and investments
UBS Advisor Sonny Gulati Named to the Forbes Best-In-State Wealth Advisors list
Sonny has more than 30 years of experience working in the financial services industry, and has been with UBS since 2002.
UBS Has High Hopes for China’s Reopening
The Swiss bank with 13 locations across Asia told the news outlet it was looking to hire talent this year as it expects its wealth management business to drive its business in the region.
Julius Baer strengthens its position in Switzerland with new teams for Aargau and Solothurn as well as for foundations
Bank Julius Baer continues to expand in its home market Switzerland and has established a new submarket for Aargau and Solothurn to be headed up by Claude Luethi, who joined the Bank at the beginning of 2023.
Canaccord's management seeks to acquire firm in C$1.13 bln deal
In prior talks with the management group, the committee had said it would not support an offer of C$11.25 per share, based on preliminary analysis.