03/04/2021
Wealth Management: Winning transformation strategies for a decade of major change
Swiss Financial Services in 2030
Wealth and Asset Management
03/04/2021
JP Morgan Reportedly Shutters its Wealth Management Business in Mexico
Wealthy individuals are increasingly feeling unease in Mexico, with AMLO launching a crackdown on tax evaders.
03/03/2021
Greek golden visa most popular among UK high net worths
As 79% say Brexit did not influence their decision to look at alternative residency
03/03/2021
What’s stopping women from flying high at work?
The hindrances that women face in matching their male colleagues’ progress and rewards go deeper than outdated assumptions suggest, new research by The Female Lead has found.
03/03/2021
Schroders and the Social Business Trust announce new partnership
Schroders and SBT will work together to embed a skills-based volunteering programme that will be available to Schroders’ UK employees.
03/03/2021
Bank Thalwil successful with new CEO
With solid growth in customer business, the bank increased its total assets
03/03/2021
The post pandemic great global reset
Large reductions in GDP relative to pre-crisis trends also occurred in other big developed nations
03/03/2021
Adviser launches with £850m acquisitions
Both businesses are well established with a real focus on client outcomes.
03/03/2021
Wealth Enhancement Group acquires Boston-based RIA
Upon closing of the transaction, Wealth Enhancement Group's total client assets are expected to approach $30 billion.
03/03/2021
Wealth management group expands UK presence with acquisition
HFS Milbourne is a well-established financial advisory business, created in 2005 from the merger of Milbourne Financial Services and Hayden Financial Services
03/03/2021
Irish bank buys wealth manager for €138m
It will ‘continue to explore further opportunities’ in the life and pensions markets
03/03/2021
CREALOGIX to be future partner of savings banks in private banking
The requirements have now become more closely integrated and will be delivered to the customer step by step.
03/02/2021
New private equity investor to support Hawksford growth strategy
M&A will be an integral part of STAR and Hawksford’s growth strategy
03/02/2021
Guardian Capital Completes Acquisition of BNY Mellon’s Canadian Wealth Management Business
Both will continue to work together across Guardian’s Wealth Management platforms, leveraging all of Guardian to bring leading solutions to its clients and partners.
03/02/2021
Global X by Mirae Asset recognized at the FSA Fund Awards Hong Kong 2021 for cutting-edge ETF innovation
The accolade reflects the prowess of Mirae Asset's 'Global X' platform, the ETFs, research and insights of which are at the cutting edge of thematic investing.
03/02/2021
J. Safra Sarasin Group announces another year of improved growth and performance in 2020
Strong balance sheet of CHF 38.0 billion with substantial liquid assets of CHF 8.7 billion at the end of 2020.
03/02/2021
Stephen Ford: ‘We will absolutely be acquiring in the next couple of years’
WH Ireland head of wealth management on how ‘brutal’ restructure helped company finally turn a profit
03/02/2021
IQ-EQ expands global Funds division into Ireland
Ireland is already popular among U.S. fund managers, having cemented its status with the Irish Connective Asset Management Vehicle (ICAV), which complements U.S. tax planning.
03/02/2021
Pathstone Announces the Addition of Cornerstone Capital Group
Growing Smart(ly) in a Way That Matters
03/02/2021
Man Group: Results for the financial year ended 31 December 2020
Growth in a challenging environment