10/04/2017
Progeny Group, a boutique headquartered in Leeds, has acquired Chestergate Financial Planning, for an undisclosed sum. This is the second acquisition the firm has made in 2017. The company, which also has an office in London purchased Quadrant in March
10/04/2017
The new structure will split client-facing advice businesses out into the newly created advice and private wealth division.
10/04/2017
The new venture will offer investment solutions to both wealthy and retail customers.
10/04/2017
From just three advisers earlier this year, Flying Colours Wealth now has 25 and expects to have 500 advisers on its books by 2022.
10/04/2017
Firm to Focus on Wealth Management, Asset Management and Strategic Advisory
10/03/2017
It is important that we align ourselves with the Estera brand and values.
10/03/2017
It gave no purchase price for the deal, which it said was set to wrap up in the first half of 2018 pending regulatory approval.
10/03/2017
The UBS chairman told the journalists We need to be well connected to markets and key decision makers in Singapore, Hong Kong and mainland China.
10/03/2017
The new division was formally launched on Tuesday.
10/03/2017
The deal will boost app-based bank Tandem's capital, a condition of its approval by the Bank of England.
10/03/2017
Guardian Wealth Management has launched its first office in the United States
10/03/2017
Are most wealth managers really adding value anymore to clients?
10/03/2017
The complication is that the great majority of wealth managers and other professionals are not using behavioral best practices like street-smart networking.
10/02/2017
Many analysts say the platform would be a positive acquisition for Macquarie, which already controls $481bn worth of assets, including prized infrastructure around the world.
10/02/2017
This thirteenth purchase of an IFA businesses during the current financial year demonstrates the continued high level of activity that we are seeing in the market.
10/02/2017
UBS Singapore has enjoyed a close and collaborative relationship with IBF.
10/02/2017
Van Lanschot Kempen will remain involved with Captin by providing trading facilities and accounts for Captin clients.
10/02/2017
Firmly Established as a Top 10 Asset Servicing Provider in Luxembourg and a Leading Administrator by Assets in Switzerland
10/02/2017
Specialising in auditing, tax consultancy, legal advisory, and management consultancy services, optegra has a staff of 120 professionals based in offices in Cologne, Hamburg and Munich
10/02/2017
Wealth managers need to keep a watch on small- and medium-sized promoters, and grow with them.