08/27/2021
Mattioli Woods buys Buckinghamshire IFA for £1.8m
Mattioli Woods is pleased to announce the acquisition of 100% of the share capital of Richings Financial Management Ltd. Mattioli Woods is pleased to announce th
08/27/2021
Mattioli Woods is pleased to announce the acquisition of 100% of the share capital of Richings Financial Management Ltd. Mattioli Woods is pleased to announce th
08/27/2021
Half-year report shows solid earnings growth and effective cost-income ratio.
08/27/2021
UOB’s HNW segment currently accounts for half of the Bank’s wealth management fee income which it aims to double within five years.
08/26/2021
There is every reason to believe that we are well positioned for further growth in all our businesses.
08/26/2021
The move supports its growth strategy and complements its office network in Jersey, Cayman, Bahamas, Isle of Man, Malta, Hong Kong and Switzerland.
08/26/2021
This robust increase was supported by strong net new money flows over the six-month period, positive investment performance and market impacts.
08/26/2021
Raiffeisen Switzerland can’t wait to put its experience of Guy Lachappelle as the bank’s chairman firmly behind it.
08/26/2021
As a new business, material growth is achievable through opportunistic and nimble investments in suitable businesses, while the medium and longer-term growth expectations from the wider wealth and asset management market could provide sustained revenue gr
08/26/2021
In 2016 Courtiers bought Oxford-based IFA JRH Asset Management.
08/26/2021
But other demands could have an equally profound effect on wealth management.
08/26/2021
Odier detailed the assets as 207 billion francs in private banking, 68 billion in investment management, and 76 billion on its technology platform.
08/26/2021
In addition to client assets, the two regions were also key beneficiaries of the group’s investments with headcount doubling in the same three-year period.
08/26/2021
The financing increased the capital available for acquisitions to more than £100m.
08/26/2021
It is believed Sanlam had been looking for a buyer for the network before making the decision to wind it down.
08/25/2021
The bank sold more fund shares in percentage terms than the world's largest asset manager BlackRock (29 percent)
08/25/2021
Raiffeisen, which took in 10 billion francs in new client deposits in the first six months
08/25/2021
There are now nine firms licensed by Finma as portfolio managers and trustees, monitored by a supervisory organization under the FinIA legislation.
08/25/2021
Private markets as an asset class have gained greatly in importance in recent years.
08/25/2021
They should offer clients the digital tools and software capabilities to enjoy better engagement levels with their relationship manager.
08/25/2021
“This year’s top wealth advisors are reshaping the industry and the financial advisor role and despite uncertainty, have risen to the occasion to provide best-in-class service.”