07/01/2021
Commenting on the deal, Lee Hartley, chief executive officer of Fairstone, said: “We are delighted to complete the final acquisition of ASM Financial Planning, having worked closely with them throughout the integration phase.
07/01/2021
The former chief of Merrill Lynch brokers uses analyst's choice of Bank of America shares as example of also-ran thinking but her maverick approach with Ellevest may be declining.
07/01/2021
Was founded in 2019 by ex-Julius Baer banker Ali Jamal
07/01/2021
The transaction, which is an asset deal, is subject to the approval of the relevant regulatory bodies and is expected to be completed in the fourth quarter of 2021.
07/01/2021
Gordon Neilly will join the board at Parmenion following the conclusion of the deal with Preservation Capital Partners
07/01/2021
We win two sustainable investing awards for our work tackling climate change and helping clients build a better future – hot on the heels of a similar accolade last month
07/01/2021
The company’s founder is Ali Jamal
06/30/2021
Interviews with advisors who were passionate about the arts and then pivoted to wealth management show the transition can be smoother than one might expect.
06/30/2021
The Citywealth Brand Management & Reputation Awards shines a spotlight on the corporate brands who are pioneering in the wealth management industry.
06/30/2021
Since Vontobel bought into it in 2015 TwentyFour’s assets under management have grown to 24.2 billion francs ($26.3 billion) from 6.4 billion.
06/30/2021
The aim was to create around 30 new roles and enhance our range of wealth solutions and services.
06/30/2021
Grin says that some of the clichés around spendthrift athletes are true.
06/30/2021
Swiss bank considers consolidation of separate businesses
06/30/2021
The Swiss bank and its board are looking to decide on a fresh strategy as soon as October
06/30/2021
As private market investments generate increasing interest from HNW individuals, wealth managers need to consider that these clients are likely to operate from several international locations.
06/30/2021
There is a strong strategic and cultural fit for all stakeholders and we are confident that our partnership will enable us to service growing client needs and grow market share, reflecting our strong track record of increasing shareholder value.
06/30/2021
Women’s wealth tends to be much more varied than the traditional tech connections of self-made men.
06/30/2021
‘Concepts such as ESG/sustainable investing, and green sukuk are also rising in prominence and gaining investor interest’
06/30/2021
Domestic and foreign investors alike are hungry to invest in infrastructure projects, with the potential for job creation, economic stability and favourable returns.
06/30/2021
“We took a hard look on where we were and we knew that we needed to do more”