Companies

Fiduciary services provider JTC has acquired fund management and regulatory services provider Blackheath.

Smith & William's - now Evelyn Partners - former Bristol private client head, Jerry Barnes, has teamed up with former Close Brothers Asset Management (CBAM) financial planning director Edward Green to launch a new South West wealth manager - Gordian Wealth Management (GWM).

A look back at the most read stories to feature on thewealthnet's sister site eprivateclient last week...

Swiss private bank Julius Baer has confirmed that the CHF 70 million booked provisions against its credit portfolio was primarily related to the single largest exposure in its private debt loan book.

Canaccord Genuity Wealth Management International in the Crown Dependencies (CGWM), an independent wealth management firm, has promoted Charles Cohen to head of wealth management in Jersey.  

Apeiron Investment Group, the family office and private investment firm of investor and entrepreneur Christian Angermayer, has opened an office in Abu Dhabi Global Market (ADGM).

Mattioli Woods, a specialist wealth and asset management business, has appointed Dean Cheeseman to the new role of managing director of client investment proposition.

Succession Wealth has appointed Daniel Jones as head of mergers and acquisitions.

Investec Wealth & Investments' (W&I) chief investment officer (CIO) has left her role following the firm's combination with Rathbones.

Rothschild & Co’s wealth management business is set to open a new office in Hamburg, Germany in Spring 2024.