01/11/2022
New Recruits Include Fee- and Commissions-based Practices in California, Colorado, Michigan, New York and Texas
01/11/2022
The Swiss bank officially handed over purchasing to a local firm. The measure forms part of a raft of spending cuts it is targeting in the wake of an annus horribilis.
01/11/2022
Roundtable Discussions Will Spotlight Some of the World’s Most Innovative Investors, Including Actress and Producer Rosario Dawson
01/10/2022
iFast to acquire 85% stake in UK digital bank
The proposed acquisition in the UK bank will allow the Group to acquire a banking licence in the UK, a reputable jurisdiction and a global financial centre.
01/10/2022
SJP mandate termination hurts Magellan FUM
This was divided between $30 billion in retail and $64 billion in institutional.
01/10/2022
2022 predictions: wealth managers
Min Lan Tan, head chief investment office at UBS Global Wealth Management
01/10/2022
JPMorgan to boost Asia private banking headcount by over 100 this year - sources
A J.P. Morgan Private Bank spokesperson declined to comment.
01/10/2022
Global corporate services provider buys UK trustee firm
This acquisition, which follows the acquisition of Inside Pensions in 2021
01/10/2022
He said of his move: "In the coming years, the growth of crypto-financial services will continue to accelerate in Europe and globally. We anticipate key shifts in regulation, client expectations, and technology.
01/10/2022
Our USD 200 million strong strategic fintech initiative made its fourth investment.
01/10/2022
The multi-family office recorded a profit of £9.6m compared with a loss of £1.5m in 2020.
01/10/2022
Industry-leading firms join forces to expand client service offerings
01/10/2022
Partnership is anticipated to make Summit one of the nation’s largest independent wealth management firms, and position Fieldpoint to become the nation’s premier private bank to the independent advisor community
01/07/2022
The partnership means that members of the organisations are entitled to a complimentary, no obligation consultation with a Quilter Financial Advisers professional financial planner.
01/07/2022
The bank also plans to enhance the alternatives offering for ultra-high net worth clients with the introduction of «new bespoke and dedicated services» this year.
01/07/2022
Peel Hunt expects Rathbones to reap the rewards of last year’s £150 Saunderson deal, fuelling a potential 29% rise in its share price.
01/07/2022
Asia's economic growth is one of the firm's key themes for the next few years
01/07/2022
Financial services group towers above its broking rivals following the acquisition of TD Ameritrade
01/06/2022
Quentin Marshall, Managing Director, looks back over the last 12 months for his review of 2021.
01/06/2022
He will continue to accompany the strategically relevant topics, in particular the start of the "Simply Safe: Season 2" strategy program.