Oxford Financial Partners Will Join Focus Partner Firm Buckingham Strategic Wealth
This transaction is expected to close in the first quarter of 2023, subject to customary closing conditions.
Wealth and Asset Management
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Impax Asset Management hails 6% asset uplift in first quarter
Assets under management were GBP37.94 billion on December 31, up 6.4% from GBP35.68 billion three months before.
Kingswood completes £6.2m deal to buy Planner firm
The deal was announced in mid-December and has just received regulatory approval.
TISE enters anniversary year with record number of listings
This contributed to TISE entering its anniversary year with a total of 4,020 securities admitted to its Official List, which is a rise of 10% year on year and the highest total since the Exchange opened for business in October 1998.
Jupiter: '2023 will be the most exciting time for fixed income'
The question for 2023 is how quickly growth and inflation can allow policy to loosen.
Asset manager opens Swiss office for ex-Robeco team
The office in Zurich hosts six staff, including a five-person sustainable thematic equity team, all of whom had already joined from Robeco, and a data manager.
Invesco shuts EM bond fund as assets dwindle
The firm said the Global Emerging Markets Bond fund was ‘no longer economically viable’ and will be closed at the end January.
Janus Henderson revamps management teams amid cost-savings plan
Programme designed to save millions in ‘cost efficiencies’ results in the departure of several portfolio managers.
Digital Currency Group shutdowns wealth management business
Late last year, DCG, which owns asset manager Grayscale Investments and cryptocurrency brokerage firm Genesis and others, reduced the size of its workforce by 10%.
EFG's Dikshit believes India and Japan markets can resist global headwinds
Ashish Dikshit, head of advisory solutions and product management Singapore, EFG Bank, is optimistic about the domestic-focused Indian economy and is encouraged that a weak yen will support Japanese corporate earnings.
UBS and Credit Suisse just remain in focus in Asia
Refinitiv data for the fourth quarter of 2022 shows that CS has climbed four spots year-on-year as the second-largest Swiss bank and ranks 7th in announced mergers and acquisitions in Asia-Pacific ex-Japan.
Wealth Management – 2023 Outlook
As some 12% of Advisers look to exit or sell their businesses, acquisitions will continue to play a key part in the succession planning for many advice firms.