M and A
18 February 2022

US-Based ALTSMARK Buys European UHNW Solutions Provider

The rise of firms such as ALTSMARK in the US and Finlight in the UK shows how the wealth industry...

Compliance
18 February 2022

UK Mulls Ending Tier 1 Investor Scheme Amid Russia Tensions – Media

In the past, claims that the Tier 1 investor regime – aka "golden visa" – was being abused by...

Family Office
18 February 2022

Wren Investment Office Marks Fifth Year, Appoints New CIO

Part of an international alliance, the HNW/UHNW investment management business has more than...

M and A
18 February 2022

REYL Intesa Sanpaolo Completes Legal Integration Of Swiss Business

The transaction announced by the Italian lender in May last year has completed following regulatory...

ESG
18 February 2022

Tilney Smith & Williamson Joins Climate Task Force

The wealth manager is supporting the Task Force on Climate-related Financial Disclosures, set up by...

New Products
18 February 2022

What's New In Investments, Funds? – BlackRock

The latest news on investment offerings, financial products and other services relevant to wealth...

Statistics
17 February 2022

ETF Assets Sank In January Amid Chillier Markets

Such index-tracking entities have proliferated mightily over recent years with total AuM hitting a...

People Moves
17 February 2022

Amundi Appoints New CIO, Creates Specialist Research Arm

Europe's largest asset manager has created a research entity to improve the group's communication...

People Moves
17 February 2022

Citi Private Bank Adds To UK Team

The new bankers had worked at HSBC, Barclays, Standard Chartered and Kleinwort Hambros, among...

M and A
17 February 2022

Deals Of The Day: The Latest In Wealth Management M&A – Kingswood

The latest wealth management merger and acquisition transactions in the UK and across Europe. ...