10/25/2024
These clients now have access to dedicated services, a wide range of financial products, and high-level investment expertise through a new team of personal bankers.
10/25/2024
The investment consultancy, whose clients include SJP, is being sold to insurance brokerage Arthur J Gallagher.
10/25/2024
Citi has a goal of expanding the number of senior advisors in that business by 40%, or some 150 people, by the end of 2026 with the help of outside recruiters.
10/25/2024
Taking place on the 12th November, at the 5 star JW Marriott Grosvenor House Hotel in London
10/24/2024
Hamilton Lane’s market leading analytics and data will be available to help Northern Trust Asset Servicing clients gain insight into their private market investments
10/24/2024
The city has recently achieved global recognition, topping the Global Financial Centres Index for investment management.
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.