HSBC deal boosts LGT AUM 23/03/2015 Helped by the acquisition of HSBC private banking Swiss assets, Liechtenstein’s LGT boosted assets under management by 20 percent to SwFr128.8 billion last year. This included SwFr 7.3 billion in selected assets from the private banking portfolios acquired from HSBC Private Bank (Suisse) during 2014.
Future growth likely to be organic not M&A driven, Brooks Macdonald CEO tells thewealthnet 11/03/2015 Ten years to the day since it was first AIM listed on the London Stock Exchange, Brooks Macdonald's half year results reveal discretionary funds under management have reached a record £6.95 billion (see thewealthnet 11/03/2015). Speaking to thewealthnet, chief executive of the wealth management firm Chris Macdonald is particularly jubilant with progress over the last six months and is looking ahead to a period of “continued growth”.
Jonathan Fry to launch multi-family office 24/02/2015 More than 30 years since the launch of his eponymous financial planning and investment management firm, Jonathan Fry has departed jonathanfry plc to focus on a new multi-family office.