LGT Vestra partners with Feifa
UK and Jersey-based wealth management firm, LGT Vestra, has become a partner of the Federation of European Independent Financial Advisers (Feifa).
LGT Vestra
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Novia Global and Transact expand DFM offerings with new deals
Novia Global has broadened its integrated investment portal through strategic partnerships with DFMs Brooks Macdonald, LGT Vestra, and Bordier & Cie, while Transact now offers advisers access to Quilter Cheviot’s managed portfolio service (MPS).
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PEOPLE MOVES: FCA hires ex-FBI man, Deutsche Bank, Old Mutual
The UK regulator has pulled out the big guns and appointed a former FBI man to head up its retail and regulatory investigations. Deutsche Bank has appointed co-heads of wealth management for Germany and Old Mutual International has named an operations director for the Isle of Man.
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Vestra to be majority owned by Switzerland’s LGT
Vestra Wealth is to become majority owned by Swiss wealth manager LGT after it struck a deal to acquire shares in the business from Vestra’s external investors.
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PEOPLE MOVES: Julius Baer, Legal & General, Emirates NBD…
Swiss private bank Julius Baer named its new chief executive for the UK and Ireland, while Legal & General promoted from within to fill its Cofunds chairman role. Emirates NBD appointed a new wealth management chief investment officer, Vestra Wealth added to its private office, and SBG appointed a new head of lender relationships.
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FE launches DFM comparison tool
Financial Express (FE) has launched a service allowing financial advisers to directly compare DFM model portfolios.
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Concerns for ESG criteria growing says survey
Investors around the world are paying increasing attention to environmental, social and governmental (ESG) factors as a way of delivering good returns within alternative investments, according to new research.
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Vestra Wealth announces triple hire
Vestra Wealth has recruited three investment managers from Julius Baer and UBS Wealth Management.
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FATCA seen as an opportunity not a burden
Contrary to common perception, many wealth management firms in the UK are embracing the controversial Foreign Account Tax Compliance Act (FATCA) legislation, which began its implementation on 1 July, with some carving out a niche specifically advising orphaned American clients.
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Not just a face in the crowd
Vestra Wealth was established in 2008 to offer a fresh and bespoke approach to providing each client with a specifically tailored service. Partner Meena Lakshmanan explains how this is done.
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vestra wealth buys back gm stake
Partners at Vestra Wealth have bought out the minority stake in their business held by Goldman Sachs.
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vestra Wealth plans to exploit fatca opportunity
Vestra Wealth has launched Vestra US, a new company which will target clients with a “transatlantic footprint”.