07/21/2021
Wealth manager confirms sale talks
Sale of acquisitive firm could start trend towards larger-scale consolidation
07/21/2021
Sale of acquisitive firm could start trend towards larger-scale consolidation
07/21/2021
The clients will have access to Shariah advisory to obtain expert views relating to Islamic wealth and legacy planning such as zakat, wasiat and hibah.
07/21/2021
Advice firms Imagine Financial Planning and Forbes Lawson Wealth Management are set to be acquired by Fairstone after joining its downstream buyout programme.
07/21/2021
As part of its partnership with SS&C Technologies, Brooks will provide its advisers and clients with a new front-end portal and migrate assets currently run on JHC Systems.
07/21/2021
Bank seeks to tap interest of large investors seeking more diversity
07/21/2021
Our focus on strict management of costs remains unchanged, while progressing our key strategic programmes.
07/21/2021
The fund is the second vintage of this strategy whose first fund (JULIE I) was launched in 2017, raising close to €350 million.
07/21/2021
Northern Trust’s second quarter earnings conference call will be webcast on July 21, 2021.
07/21/2021
As well as generating friendships among its client base, these digital sessions are a boon for Sanlam from a commercial perspective because when clients get together, they spend time discussing their finances, from pensions to tax to investments.
07/21/2021
WH Ireland has just been awarded corporate financial planning status by the CII.
07/20/2021
One main reason of this emergence is that it’s too costly and complicated to deliver those services in the current regime.
07/20/2021
It was a ‘logical step’ for the business in its quest to ‘help more clients globally’
07/20/2021
Region's top exec Bruno Daher known for fiery displays and direct personal attacks
07/20/2021
2Q21 net profit of USD 2.0bn, 19.3% return on CET1 capital
07/20/2021
Total fee-generating assets rose 6 percent to $119 billion in Asia Pacific from the first quarter of 2021.
07/20/2021
Swiss Life Asset Managers will retain NRP’s real estate unit of 39 employees and its Oslo office which will operate under the Swiss Life Asset Managers brand.
07/20/2021
The transition is effective immediately.
07/20/2021
As advice giant gears up to unveil its own investment proposition
07/20/2021
JPMorgan’s acquisition of UK fintech Nutmeg has analysts wondering if and when Australia’s retail banking giants become tempted by the burgeoning market for digital investment advice.
07/20/2021
Credit Suisse has taken a hit exceeding $5 billion tied to the collapses of Archegos and Greensill.