Stonehage Fleming pays £9.9m to shareholders as profits rise 16%
It came as revenue at the family office jumped 17% in the year ended in March 2022 to £52.7m, up from the £45.1m same period in the prior year.
Wealth and Asset Management
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SJP partner firm makes fifth acquisition
The deal will see the directors of Macleod & MacCallum WM take a minority stake in Tweed
J.P. Morgan Launches Digital Money Coach to Help Clients Make Smart Money Decisions
J.P. Morgan Wealth Plan is available for free to all Chase customers and allows them to plan, save and invest in one place
Scottish adviser buys wealth arm of law firm
The deal will also see Tweed Wealth Management offer their advice to Macleod & MacCallum’s clients on financial solutions, and additional administrative and back-office support will be provided by the Tweed team based in Edinburgh.
ABA Recognizes Winners of “Under 40 in Wealth Management Awards"
We congratulate these extraordinary industry leaders who are already making their mark in the continually evolving area of wealth management
Sanlam, Absa deal clears all conditions to create one of SA’s largest black asset managers
Absa remains involved in the investment management sector through its shareholding in the combined entity and through a 10-year distribution agreement with that entity.
Nomura Asset Management Makes Initial Donation of $50,000 to Charity: Water
This initial amount will be used to help fund a school in Niger and community projects in Ethiopia.
Credit Suisse's fund outflows may spark M&A talk – JPMorgan
JPMorgan said in a note to clients that it expected fourth-quarter outflows of 80 billion Swiss francs ($85 billion) in wealth management and 107 billion francs in total compared to the 84 billion total for this year as of Nov. 11.
Handelsbanken finalises sale of the operations in Denmark
The transferred assets primarily consist of loans to private and corporate customers, amounting to SEK 105 billion as at 31 October 2022.
Investec: Three possible wealth winners from FCA shake-up
The broker has suggested Hargreaves Lansdown, Quilter and Brooks Macdonald could be among the long term winners from the FCA's advice shake-up.
Credit Suisse: «When There's Blood in the Water, the Sharks Appear»
One market participant said the management team's statements following the meeting were too vague and not positive enough.
AJ Bell profits tick up as it stores £520k to cover tax dispute
AJ Bell profits tick up as it stores £520k to cover tax dispute