Kingswood acquires Cheshire-based adviser in £12m deal
AUM stands at more than £8.5bn across UK & Ireland
Wealth and Asset Management
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Abrdn makes FTSE 100 comeback
The asset manager joins specialist insurer Beazley and engineering firm Weir in the quarterly reshuffle.
JM Finn Investment Manager is named in Citywealth Future Leaders Awards
Laura Langton wins silver at the Future Leaders Awards
J.P. Morgan private bank invests in two Swiss fintechs
Their software focuses on analysing risk, building and optimising portfolios, and offering advisory platforms.
Janus Henderson expands sales in French-speaking Switzerland
According to the announcement, Fedor Plambeck , Director of Sales Switzerland, still sees enormous potential for long-term growth in Switzerland.
Nomura Seeks Revenue Boost From Wealth Unit
Alongside its advisory unit, the two are considered capital-light businesses which are expected to see a boost in growth and productivity.
Kingswood targets UK-like acquisition spree in Ireland
But firm ‘not actively thinking about’ passporting opportunities across the EU
Davis & Seiley Wealth Management to Join Focus Partner Firm HoyleCohen
As a result of this transaction, Davis & Seiley will gain access to the expertise and operational strengths of HoyleCohen.
All the winners of the 2022 PA Wealth Partnership Awards
Rewarding excellence where wealth and asset managers work together for the benefit of end-investors
Wealthspire Advisors to Acquire Sage Financial Advisors, a Nevada-Based Wealth Management Firm
Acquisition expands Wealthspire’s presence in the West
Impax Asset Management FY 2022 Pretax Profit Rose on Positive Net Inflows; Names New CFO
The board proposed a final dividend of 22.9 pence a share, taking the total dividend to 27.6 pence a share, up from 20.6 pence for the previous year.
How families are safeguarding their assets for the next generation
Succession planning for the future