12/20/2017
Oakbrook Solutions has been shortlisted for the 2018 Private Asset Management (PAM) Awards for the third consecutive year in the best consulting firm for family offices category.
12/20/2017
Rathbones’ Global Opportunities Fund has dropped its UK exposure from 25% to 7% over the past year.
12/20/2017
Firm adds premium and private wealth management tiers with elements of goals-based planning and career advice
12/20/2017
The acquisition is subject to receipt of requisite regulatory clearances and fulfilment of terms and conditions customary to a transaction of this nature.
12/20/2017
The full year accounts revealed for the first time that FF&P had been acquired for £1.4 million.
12/20/2017
Swiss fund manager to cut fixed salary of chief executive and cap bonus pool of board
12/19/2017
The Single Strategy business has £25.7bn in assets under management.
12/19/2017
Geneva-based Banque Profil De Gestion plans to acquire an institutional investor, the firm has announced
12/18/2017
The sale of the business to LCCG marks a very important step in our future development.
12/18/2017
Tom Burroughes, Group Editor , 18 December 2017
12/18/2017
One of the Jersey Finance team’s key challenges is differentiation of jurisdiction and value proposition.
12/18/2017
Funds under administration were up 16% over the period to £10.7 billion.
12/18/2017
By 2020, that figure will rise to $24 trillion, according to Deloitte data he cites.
12/18/2017
Talented private bankers are hard to come by, so they need to be equipped with digital tools, UBS wealth management operating chief Dirk Klee tells finews.asia.
12/18/2017
Life Company Consolidation Group is to acquire Generali PanEurope with plans to create a specialist wealth manager by combining it with Utmost Wealth Solutions in a show of “commitment to the international life market”.
12/15/2017
Not only the client mix, but the markets are changing rapidly across all asset classes.
12/15/2017
To meet the growing demands from our clients, CreditEase Wealth Management has developed a suite of products and services covering five key areas: investment, learning, life-style, philanthropy and inheritance.
12/15/2017
Our private company initiative, the Investor Forum, has gained significant momentum and we expect this new initiative to enhance the revenue growth prospects of this division during the forthcoming year.
12/15/2017
“Standard Life Aberdeen is making good progress towards creating a world-class investment company. The integration of Aberdeen Standard Investments is on track and we are delighted with the way the teams are coming together to deliver for clients.
12/15/2017
£25bn single strategy business