Companies

Newly-acquired MKC Wealth has bought LighthouseCarrwood.

Boutique wealth manager Oberon Investments has turned its first profit

Deutsche Bank has appointed Paul Sayers, as head of the international private bank (IPB) Africa, alongside his team of three senior relationship and investment managers, all of whom are joining from HSBC

Throughout his earlier career Ross Elder, managing partner of Lincoln Private Investment Office, became increasingly frustrated with the services available to private clients.

Tilney Smith & Williamson (TS&W) has launched a new offshore sustainable portfolio range from its Jersey office.

It is rare as a financial journalist for someone to start an interview saying they have the best job in the world. But Juliet Agnew, head of philanthropy at Barclays Private Bank, bucked this trend. Speaking to thewealthnet, her enthusiasm for the role is hard to miss. “It’s a real privilege to support clients on their philanthropy journey,” she says.

The current wave of merger and acquisition (M&A) activity afflicting the wealth management sector - especially the advisory segment - shows no sign of abating. Rarely a week goes by without at least one deal being announced.

Deutsche Bank has appointed Dan Ingvarson as head of the international private bank (IPB) Nordics and as a branch manager for the Stockholm office.

Brewin Dolphin has hailed an “exceptional year” in which the firm increased pre-tax profits by 16.7 percent.

UK and US-based wealth and investment management group Kingswood Holdings has agreed to acquire Metnor Holdings and its subsidiaries – Iboss Asset Management and Novus Financial Services.