05/06/2020
The agreement will provide clients in Ashburton’s Jersey domiciled funds and nominee service with an enhanced administration service, delivered through the latest advances in fund administration technology.
05/06/2020
Cincinnati advisory business, with $1.4 billion AUM finds synergy with Hightower's culture and focus on growth
05/06/2020
This deal is a fantastic opportunity for SANNE as it further strengthens its expertise in Dublin and adds a new strategic location like the Cayman Islands to their global office network.
05/06/2020
The Swiss financial market has long held the view that a portfolio with assets below 10 billion Swiss francs as insufficient to survive in the long run.
05/06/2020
Adds £200m FUM
05/06/2020
Wealth manager says that now is the time to diversify into riskier, higher-yield asset classes rather than head to the hills
05/05/2020
This Friday we remember the victory of an older generation. They won peace and reshaped the world, becoming a timeless example for humanity, argues our chief investment officer Julian Chillingworth.
05/05/2020
The Fund also invests in leading companies in the areas of nutrition, fitness, health technology and home health infrastructure.
05/05/2020
China’s Huishang Bank has launched its wealth management subsidiary, reported xinhuanet. The commercial lender received the regulatory nod to launch a wealth unit last year. The new wealth unit will trade as Huishang Bank Wealth Management Co. Th
05/05/2020
As permitted within the original Sale and Purchase agreement, the remaining Chalice shareholder has exercised their put option over the remaining 15% interest, so on closing Chalice is now wholly owned by Kingswood.
05/05/2020
Equity trading revenue was wiped out and stood at -€87m compared to €488m in first quarter revenue a year ago.
05/05/2020
In a note initiating coverage on both firms, Berenberg said Brewin Dolphin's asset retention was "best-in-class"
05/05/2020
Brewin Dolphin has completed the migration of Investec’s Irish wealth platform, after the acquisition took place last year for €44m.
05/05/2020
In mainland China, the firm has hired Belle (Jing) Hu as associate director, business development, based in Beijing.
05/05/2020
The evolution of the global wealth industry over the past decade is evidenced by the emergence, relevance and impact of family offices worldwide.
05/05/2020
We are delighted to partner with such a competent and experienced team
05/05/2020
A PwC report notes that firms are increasingly moving toward a new model of wealth management
05/04/2020
In Norway, the richest Nordic economy, about 90% of Nordea’s client meetings are now online, compared with about 40% before Covid-19, said Storset, who’s based in Oslo.
05/04/2020
Our offering grew in several investment sectors, most notably emerging markets debt.
05/04/2020
Quintet appointed Jakob Stott as interim Group CEO, also in March, after previous CEO Jürg Zeltner died.