UK firm buys wealth arm of Falcon Private Bank
The deal will expand its client base and add about $1bn in client assets
Wealth Management
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Wealth manager makes third acquisition in a week
Foster Denovo has also made a move in the UK M&A market with the purchase of a Kent-based firm
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Aussie Royal Commission report sparks jobs reshuffle
CEO and chairman of NAB resign while AMP changes wealth management business
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Invesco Ireland to buy financial planning firm
The acquired company has over 1,100 private clients and €215m in assets under management
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Wealth firm chief eyes ‘strong pipeline of opportunities’
Assets under management hit £1.9bn after first acquisition of 2019
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Schroders to acquire Asian wealth manager
Investment manager builds on regional ambitions
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IFAs circle acquisition-hungry wealth manager
The UK firm is targeting funds under management of £10bn
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Citi rolls out wealth management hub in Abu Dhabi
Financial advisers could have to work harder to compete for business
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Corporate adviser rolls out wealth management arm
A former director at Brewin Dolphin will head the division and be responsible for its development
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Under a third of UK wealth managers say clients fear cybercrime
However ‘threat of breaches is increasingly being discussed at a board level’ at wealth firms
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Financial planning group agrees double acquisition
Also, Caledonia Investments to acquire minority share in a multi-family office
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Dolfin’s ‘hybrid’ business model eases regulatory struggles
The head of wealth management thinks his firm has solved issues for its relationship managers