10/24/2024
The deal will see the Wealthtime and Wealthtime Classic platforms brought together under one brand on a significantly enhanced platform, powered by GBST technology.
10/24/2024
This accolade follows our recent shortlisting for Trust Company of the Year – Large Firm at the STEP Private Client Awards.
10/24/2024
The rankings recognise the top fiduciary service providers for private clients across the UK and Crown Dependencies.
10/24/2024
Seismic waves impacting leading financial centres
10/24/2024
Arta clients will also gain access to philanthropy advisory and management services through TT Foundation Advisors.
10/24/2024
September marked the first month since January that multi-asset funds in the UK posted net inflows
10/24/2024
The corporate finance and property management businesses of the wider Ravenscroft group are not included in the transaction, which follows Titan’s acquisition of Ravenscroft’s UK investment management business last year.
10/24/2024
Former Apfa board members Gary Bottriell and Lord Deben were elected to the merged trade association’s board as member and chairperson, respectively, and are still in position.
10/24/2024
Launched in Hong Kong this week, it is the first phase of a global programme to offer elevated travel, exclusive access and exceptional lifestyle experiences to its clients.
10/24/2024
This pioneering initiative unites financial advisory firms in a shared commitment to creating meaningful societal impact, extending far beyond financial performance.
10/24/2024
The alts giant partners with the Swiss firm to distribute its private equity fund targeting wealthy investors.
10/23/2024
In recent years, the investment management sector has emerged as a cornerstone industry in many of the world’s leading economies.
10/23/2024
Waverly expands into Ohio with 25 locations nationwide
10/23/2024
The return on average common equity for the third quarter of 2024 was 20.3% compared to 20.7% for the previous quarter and 20.6% for the third quarter of 2023.
10/23/2024
Deloitte’s 2025 investment management outlook, authored by its national investment and wealth management leader, Neil Brown, has assessed the rate of acquisitions on the global stage.
10/23/2024
Post-tax profit was € 1.7 billion, up 39% year on year, or € 1.3 billion excluding the Postbank litigation release, up 8%, compared to post-tax profit of € 1.2 billion in the prior year quarter.
10/23/2024
Opens first International Priority Centre in Mumbai to offer customised cross-border wealth solutions
10/23/2024
Big investments in wealth management to continue, Canaccord Genuity Corp. CEO says
10/23/2024
During the quarter, the Bank’s market shares of the net inflows to its funds in Sweden and Norway were twice the size of its market shares of outstanding fund volumes.
10/23/2024
The period saw assets under management rise to a record high of £62.7 billion and operating income increase 11.1% compared to the same quarter last year.