12/06/2022
This is part of R&M’s strategy to establish a number of high performing capabilities and combine them with the research facilities and depth of resource of the enlarged group for the benefit of clients.
12/06/2022
Global Finance rates the best high-touch banks in these low-touch times.
12/06/2022
The implementation of the sanctions also means an enormous compliance effort, several financial institutions complained.
12/06/2022
The AT1 security was issued on January 31, 2018, and is listed on the SIX Swiss Exchange.
12/06/2022
Big institutions who are in it for the long term and are focused on customer outcomes, which we are, are a better long-term owner.
12/06/2022
First Annual WSR Wealth Exemplar Awards Recognize Exemplary Contributions To Wealth Management Industry, Trendsetting Firms And Transformative M&A Transactions
12/06/2022
Education was a key focus for some listees this year.
12/06/2022
Nic Arnold, Julie Zingiloglu, Jodi Hill, Marina Cristiani and Alia Haskouri have been shortlisted
12/05/2022
She leant her expertise to a panel discussion on investments at the Hubbis Investment Solutions Forum in Singapore on September 14, and we have briefly summarised some of her observations from that discussion in this short review.
12/05/2022
As part of the deal, the legal firm’s Directors will take on a minority stake in Edinburgh-headquartered Tweed Wealth Management.
12/05/2022
BlackRock got into the business of software as a service more than two decades ago.
12/05/2022
In an exclusive interview with Citywire Wealth Manager, the firm’s chief executive David Esfandi said the firm had no plans to make major buys in the immediate future.
12/05/2022
The wealth firm's AUM jumped by 21% in its latest annual update, as its new CEOs gear up to lead the business through the next stage of its growth.
12/05/2022
Bank Julius Baer has announced a multiyear extension of its collaboration with the ABB FIA Formula E World Championship until Season 12 in 2026.
12/05/2022
UBS announced its intention to redeem the total outstanding USD 2.0bn additional tier 1 instrument on 31 January 2023
12/05/2022
REVEALED: Quilter Investors had provided seed capital for a Neuberger Berman absolute return fund which will be included in its Cirilium Blend range.
12/05/2022
It came as revenue at the family office jumped 17% in the year ended in March 2022 to £52.7m, up from the £45.1m same period in the prior year.
12/02/2022
The deal will see the directors of Macleod & MacCallum WM take a minority stake in Tweed
12/02/2022
J.P. Morgan Wealth Plan is available for free to all Chase customers and allows them to plan, save and invest in one place
12/02/2022
The deal will also see Tweed Wealth Management offer their advice to Macleod & MacCallum’s clients on financial solutions, and additional administrative and back-office support will be provided by the Tweed team based in Edinburgh.