01/11/2022
Having more than doubled its assets under management (AUM) since 2016, UBP's wealth and asset management businesses at the end of 2020 manage more than USD 30 billion across Asia.
01/11/2022
Our market leading investment team, which combines fundamental credit analysis, systematic capabilities and crossover experience, is committed to capture these opportunities and generate attractive returns for our clients.
01/11/2022
Rathbones FUMA up 25%
Update for the year ended 31 December 2021.
01/11/2022
Modernization can be game changing when it targets the role of RMs.
01/11/2022
Waverton Announce Launch of Equity MPS
This new portfolio will join the existing range which have all seen top-quartile performance across all time periods for the past decade and will be available across over twenty platforms, allowing easy access for financial advisers and their clients.
01/11/2022
The bank is looking at deals in "wealth distribution in Europe to enhance our European and global wealth franchise," McKay says.
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.