Revera AM takes 60% reduction as AssetCo deal completes
£1.1m total consideration
Wealth and Asset Management
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Six Bank Wealth Management Subsidiaries Obtain Approval for Operation in 2022
The company has 2 billion yuan in registered capital and is headquartered in the Shandong province city of Qingdao.
M&G plc to acquire Continuum (Financial Services)
M&G completed its acquisition of another independent financial advice firm, Sandringham Partners in January 2022.
Forbes Recognizes 12 Hightower Advisors on its 2022 Best-In-State List of Top Next-Gen Wealth Advisors
Hightower advisors also appeared on Barron's Top 100 Financial Advisors and Top 1200 Top Advisor Rankings by State lists.
Proudly supporting Black Women in Asset Management
Schroders’ Kimberley Lewis, Head of Active Ownership, and Remi Olu-Pitan, Head of Multi-asset Growth and Income, have both been actively involved with BWAM since its inception.
Titan Wealth bolsters proposition with acquisition of Haibun Wealth
Haibun will provide Titan Wealth with another suite of investment products to distribute to its clients and to IFAs, with tax efficient investment products continuing to be in demand from investors.
‘I’ve never had such a toxic combination of risk factors’: Stonehage Fleming's Smit
Stonehage Fleming’s head of equity management, Gerrit Smit, believes that after heightened uncertainty in the first half of the year there are signs that market risks are stabilising.
Top 50 IAM launches entrepreneur WM programme
The program aims to attract more clients from business-oriented families that seek joint solutions for their personal and company portfolios.
Swiss CPI remains stable as core inflation declines
Inflation was 3.4% compared to the same month last year, the Federal Statistical Office announced.
DIFC Launches First Global Family Business and Private Wealth Centre
The Centre is also expected to attract family businesses and UHNWIs from the region and globally to establish a presence in Dubai.
Building wealth resilience today for growth tomorrow
At a time of slowing growth and higher volatility, the challenge of managing wealth is moving from maximising returns to managing risk, while still leaving the door open to growth.
LGT Wealth Management strengthens Intermediary Investment Services team following impressive MPS AUM growth.
The firm aims to continue this growth trajectory and to position themselves accordingly