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ZEDRA expands Channel Island offering with acquisition from BNP Paribas

ZEDRA has continued its acquisition streak with the purchase of BNP Paribas Jersey Trust Corporation Limited following the receipt of regulatory approval from the Jersey...

Bank Syz expands Swiss operations with acquisition

Bank Syz has acquired Zurich-based asset manager BHA Partners AG, which represents CHF1 billion in assets under management, as part of the expansion of...

Kingswood to acquire Money Matters North East for £3.4 million

Kingswood Holdings is set to acquire Money Matters NorthEast (MMNE), a UK private wealth management business. Upon completion, the investment manager will have a...

Investors recognise climate responsibility but ambivalence to act remains

Responsible investing is not important when making decisions about their portfolio, according to half of those questioned by Embark in its latest Investor Confidence...

St James’s Place AUM up 25% from 2020

St James’s Place has reported a 25% hike as its assets under management hit £148 billion in the third quarter of 2021, compared to...

Refinitiv targets wealth management market

Financial data company Refinitiv has set its sights on the wealth management market with the launch of a web-based data and analytics platform aimed...

JP Morgan buys Nutmeg

UK-based robo-advisor Nutmeg has been acquired by JP Morgan Chase to form the basis of the bank’s digital wealth offering outside of the US. The...

Weather and mood make financial advice appear almost “totally random”

Behavioural finance experts have found financial advisers can give “remarkably different” advice from each other to the same clients based on factors including sleep...

2020 was landmark year for robo-advisor Nutmeg

UK-based digital wealth manager Nutmeg has surpassed £3 billion (€3.48 billion) in assets under management and seen 72% growth over a year. Nutmeg’s 2020 results...

Wealth platforms ‘must do better on digital’

The majority of wealth management platforms are failing to live up to customers’ demands when it comes to digital features, according to recent research...

Citi develops fintech securities lending service

Custody bank Citi has partnered with fintech firm Sharegain to offer an automated securities lending tool to wealth managers. Citi said the service enabled wealth...

Former JP Morgan execs set up wealthtech business

A team of former JP Morgan executives have secured funding for the launch of a wealth management platform. According to its owners, Vestrata will use...

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