07/21/2021
Close Brothers snaps up Surrey IFA with £300m assets
Close Brothers Asset Management has acquired Surrey-based IFA PMN Financial Management in a deal which will add £300m of assets to the investment firm.
07/21/2021
The awards ceremony takes place virtually in September
07/21/2021
Leading independent advisory firms announce strategic merger
Leading independent advisory firms Mariner Wealth Advisors and AdvicePeriod announce strategic merger to build a dominant client-centric, technology-enabled, fiduciary service provider of the future.
07/21/2021
We explain how ZEDRA’s management and crewing services can support your seafaring ambitions.
07/21/2021
SIX expands international custody services reach to the US
Following the successful formation of SIX SIS USA Inc. and with the opening of its US office, SIX takes a major step forward in its international growth strategy.
07/21/2021
Wealth manager confirms sale talks
Sale of acquisitive firm could start trend towards larger-scale consolidation
07/21/2021
Maybank Islamic launches wealth management plan
The clients will have access to Shariah advisory to obtain expert views relating to Islamic wealth and legacy planning such as zakat, wasiat and hibah.
07/21/2021
Fairstone set to acquire two more IFA firms
Advice firms Imagine Financial Planning and Forbes Lawson Wealth Management are set to be acquired by Fairstone after joining its downstream buyout programme.
07/21/2021
As part of its partnership with SS&C Technologies, Brooks will provide its advisers and clients with a new front-end portal and migrate assets currently run on JHC Systems.
07/21/2021
UBS launches portfolio to invest in women-led hedge funds
Bank seeks to tap interest of large investors seeking more diversity
07/21/2021
Close Brothers trading update
Our focus on strict management of costs remains unchanged, while progressing our key strategic programmes.
07/21/2021
The fund is the second vintage of this strategy whose first fund (JULIE I) was launched in 2017, raising close to €350 million.
07/21/2021
Northern Trust’s second quarter earnings conference call will be webcast on July 21, 2021.
07/21/2021
As well as generating friendships among its client base, these digital sessions are a boon for Sanlam from a commercial perspective because when clients get together, they spend time discussing their finances, from pensions to tax to investments.
07/21/2021
WH Ireland has just been awarded corporate financial planning status by the CII.
07/20/2021
One main reason of this emergence is that it’s too costly and complicated to deliver those services in the current regime.
07/20/2021
Global wealth firm unveils private client operation in Ireland
It was a ‘logical step’ for the business in its quest to ‘help more clients globally’
07/20/2021
Credit Suisse losing Middle East staff over 'toxic' work culture
Region's top exec Bruno Daher known for fiery displays and direct personal attacks
07/20/2021
Wealth management drives UBS profits surge
2Q21 net profit of USD 2.0bn, 19.3% return on CET1 capital
07/20/2021
UBS in Asia Pacific Losing Some Lustre
Total fee-generating assets rose 6 percent to $119 billion in Asia Pacific from the first quarter of 2021.