05/03/2016
Goldman Sachs International and UBS Limited have been appointed by Delta Lloyd as Joint Global Coordinators and Joint Bookrunners of the intended marketed offering.
05/03/2016
The transaction closely follows Wealth Enhancement Group's March announcement of its acquisition of HHG & Company, LLC, an independent RIA with over $1 billion in client assets based in Darien, CT, in a transaction scheduled to close in the third
05/03/2016
UK private client firm Investec Wealth & Investment has launched its business in Hong Kong, as part of the Investec Group's plans to expand the division internationally.
05/03/2016
Academy candidates come from a wide range of backgrounds, but are often people looking for a career change or a new challenge.
05/02/2016
We are building our platform for the future," Thiam told shareholders at its annual general meeting in Zurich, delivering his speech in a mixture of French and German.
05/02/2016
Being focused and targeted is a good thing in the Asian private banking industry today.
05/02/2016
Britain leaving the European Union and sluggish global growth top the list of fears among wealth managers according to a survey by Jupiter.
05/02/2016
Financial advisory practices are small businesses. As such, they face the issues most small business face and one of those issues is succession. Only 30 percent have succession plans and many of those plans are of dubious quality.
05/02/2016
Switzerland’s largest independent private bank to allow clients to domicile wealth in UK
Offers asset and wealth management services, said it hopes to allow customers to register assets through an onshore booking centre in London from the second half of this year, subject to approval from the UK financial regulator.
05/01/2016
The profits passed through Luxembourg
04/29/2016
The publication's April issue ranks the top fee-only advisers in the Washington metro area and hit newsstands at the beginning of the month.
04/29/2016
Natixis Recognized for Excellence in Advisor Support and for Offering Broad Solutions to Investors
04/29/2016
The awards were announced in April at a Gala Dinner at The Guildhall, which was hosted by BBC news presenter, Sophie Raworth.
04/29/2016
As the industry continues to digest what the fiduciary rule means, advisors will need “to diversify their service offering” as a means to delivering “more value to prevent fee compression.”
04/29/2016
The people close to the plans insisted that the planned changes for wealth management were about seizing a strategic opportunity and not about responding to weakness in the division’s performance.
04/29/2016
Acquisition International is a monthly magazine published by AI Global Media, a UK-based publishing house with a global reach, and its prestigious Fund Awards act as a guide to the very best firms and individuals in the fund industry.
04/29/2016
Today's update confirms our view that significant risks exist," Bank Vontobel analyst Andreas Venditti said in a note to investors.
04/29/2016
Royal Bank of Scotland Group Plc said regulators are investigating the Coutts International private-banking business it sold to Union Bancaire Privee last year.
04/28/2016
The new fund will offer commodities exposure with a flexible approach, allowing the team to take advantage of a wide range of opportunities, as well as limit downside risk.
04/28/2016
EFG Buys Luxembourg Private Bank
The transaction will significantly strengthen EFG International’s presence in Luxembourg and will reinforce the Bank’s focus on growing its wealth management presence in Europe.