01/23/2020
Both parties continue to believe that a merger of Tilney and Smith & Williamson represents a significant opportunity to create the UK's leading wealth management and professional services business and remain fully committed to the merger.
01/22/2020
Invested assets in the Americas rose to $1.4 trillion at the end of the fourth quarter, up from $1.3 trillion in the third quarter of 2019 and $1.2 trillion in the fourth quarter of 2018, according to the report.
01/22/2020
All statements in this release relate to continuing operations over the five months to 31 December 2019
01/22/2020
The Enrich List is a portfolio of 50 unique global experiences with a focus on self-discovery and personal growth
01/22/2020
Lombard Odier aims to keep up with the times by integrating technology, sustainable investing and Islamic finance
01/22/2020
The Bank is able to offer access to a select group of cryptocurrencies, chosen for their tradability, safety, and technical reliability.
01/21/2020
UBS Misses Key Targets in Challenge to Iqbal Khan Overhaul
The Swiss bank failed to meet several key metrics set during the last revamp of goals just over a year ago
01/21/2020
As part of the transaction, UBS and Clearstream will enter into long-term commercial cooperation arrangements for the provision of services to UBS's Global Wealth Management and Asset Management business divisions
01/21/2020
It is understood that Warburg Pincus is looking to sell its stake in Reiss, the fashion retailer, freeing up money to invest elsewhere
01/21/2020
Any purchase of Quilter would add to a flurry of take-private deals in the U.K., which could accelerate now after Boris Johnson’s election brought more certainty to the planned separation from the European Union.
01/20/2020
I’m excited to see what fantastic new charitable initiatives will be pursued by Sanlam employees in 2020 and beyond. Come to think of it, I think I might have 9 spare pairs of shoes to donate…
01/20/2020
Sustainable investing is becoming a mainstream consideration for many investors and ESG products are increasingly accessible in this nascent space.
01/20/2020
Expansion at Morgan Stanley contrasts moves made by rival UBS which is seeking to ax about 500 jobs globally with a focus on Europe and Asia.
01/20/2020
I’ve been thinking about what it is that makes a relationship work.
01/20/2020
This process doesn’t envisage any changes to investment teams.
01/20/2020
Harwood Wealth Management reveals it has signed ‘heads of terms’ for four acquisitions a few weeks after it announced US private equity giant Carlyle Group was buying the business for £90.7m.
01/20/2020
AFH Financial moved further beyond the £6bn mark after spending a little more than £30m on eight acquisitions over the year.
01/20/2020
Mark Satchel reveals in an interview how undertaking numerous acquistion and disposals helped him become the finance chief of the FTSE-250 wealth manager.
01/17/2020
The wealth division, which caters to individuals with at least $3 million to invest, added 64% more households in 2019, helping the unit end the year with a record of $288 billion in assets under management.
01/17/2020
“That’s our challenge: that group of people have to be engaged.”