11/20/2020
Wealth manager eyes international launch of hybrid platform
Several years after it sold off the intellectual property relating to its UK robo-adviser
Wealth and Asset Management
11/20/2020
U.S. Bank to migrate custody services to SEI’s legacy wealth management platform
By employing the SEI Wealth Platform's scale and scope within a software-as-a-service model, U.S. Bank will benefit from a unified, straight-through-processing environment across all of their businesses globally.
11/19/2020
Advisor Group and Sagepoint recruit Veater Financial Group
In addition to SagePoint Financial, Advisor Group also includes FSC Securities, Royal Alliance Associates, Securities America, Triad Advisors and Woodbury Financial.
11/19/2020
Ganita Wealth launches capital bond to finance acquisitions in UK wealth management sector
This bond will help to facilitate that growth as we look to acquire high growth IFA and fund management businesses.
11/19/2020
Sitting on the side-lines: Investors missing out on big gains waiting for markets to recover
Following the dramatic falls experienced by stock markets in February and March, share prices have recovered globally by more than 10%, and even higher in some cases.
11/19/2020
Mirabaud Launches M&A Advisory Service for Entrepreneurs in France and Switzerland
The Mirabaud Advisors platform will assist entrepreneurs and family-owned companies in France and Switzerland
11/19/2020
Billionaire Stephen Lansdown Sells $137 Million Stake
He has sold more than $700 million of stock in past 5 years
11/19/2020
Close Brothers post strong results, despite virus
Our operational capabilities and financial resources have enabled us to continue to build on the positive momentum seen in the last months of the 2020 financial year.
11/19/2020
Consolidator pays extra £5.4m for deals as values spike
The comments came as national wealth manager Fairstone told FTAdviser it has spent an additional £5.4m on acquired businesses that exceeded their initial target value over the past nine years.
11/19/2020
Charles Stanley profits dip as FSCS bill rises 66% and revenues fall
Charles Stanley has seen its profits fall by 27.5% to £6.6m in the six months to September as assets under management drags on revenue.
11/19/2020
CHF 3bn Credit Suisse boutique to go independent following Finma licence
The firm has received a Finma licence, which will become legally effective once it fulfils all the regulator’s requirements.
11/19/2020
Investec shares slide on profit plunge
The bank’s share price fell 5% after it announced adjusted operating profit had fallen by 48.4% to £142.5m, although its wealth business stood firm.
11/19/2020
Nordea 1 – European Stars Equity Fund celebrates its 3-year anniversary
The Fund is part of NAM’s constantly expanding ESG STARS family, its flagship ESG fund range which represents a distinct concept and approach where the team fully integrates ESG factors into the investment process.
11/19/2020
Strategy gap means advisers risk missing wealth transfer boat
Which could undermine growth and prospects for sale
11/19/2020
Brown Advisory to launch US value UCITS fund
Will launch on Monday 30 November
11/18/2020
Octopus launches new Ventures EIS
Octopus has invested more than £3 billion in early stage companies on behalf of retail and institutional investors.
11/18/2020
Schroders among founding partners of Change the Race Ratio campaign to accelerate racial diversity in business
Schroders is campaigning to Change the Race Ratio and will start by setting targets for greater racial and ethnic diversity across the business.
11/18/2020
Best Private Bank Hong Kong
BNP Paribas Wealth Management wins five awards in all as it is crowned Best Private Bank Hong Kong for 7th consecutive year by The Asset.
11/18/2020
QNB named Best Private Bank
Winning the awards is a clear recognition of QNB’s successful model to create greater value to its customers as it grows stronger thanks to its focus on customer experience in local and international markets
11/18/2020
VZ VermögensZentrum looks for WMs and private client advisers in 8 regions
VZ Group has been listed on the SIX Swiss Exchange since 2007 and employs more than 1,200 staff in Switzerland and Germany.