Brooks Macdonald buys Channel Islands wealth business for £10m
Deal will increase its international arm’s funds under management to £2.5bn
Wealth Management
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Australian wealth firms set to merge
Combined business will have total funds under management of around A$2.5bn
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Irish asset manager sets up wealth operation
It will be run by three former private bankers
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BNP Paribas to exit onshore wealth management in India
$14.5bn AUM French bank said it remains committed to the Asian market
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US in the news: Hiring spree at RBC WM and Raymond James
A round-up of people moves and M&A deals across North America
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Private banking trio set up New Zealand wealth manager
Firm said it will adopt a fees-for service approach
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Private equity firm revives Tilney and S&W merger
Combined business will be responsible for approximately £44bn in assets under management
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The democratisation of wealth management
Not the strongest that survives, nor the most intelligent; but the one most adaptable to change
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Jersey wealth manager buys trust company
In a bid to ‘increase market share’ and ‘diversify’ its geographical reach
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Wealth tech firm unveils investment performance reporting tool
It will allow advisers and managers to switch between time and money weighted reports
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Wealth manager to pay nothing as class action lawsuit ends
Proceeding ‘was conducted in a surprising manner’ and ‘resulted in an unexpected outcome’
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Covid-19 and the opportunity for digital transformation
Investment in technology has become ‘vital’ in the bid for firms to survive