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.”
01/17/2020
We find that wealth management is the most important segment for the bank – accounting for more than half of the bank’s revenues.
01/17/2020
They had a party going all through the last decade and it’s coming to an end
01/17/2020
The pan-European private banking group as a whole has been renamed “Quintet Private Bank.”
01/17/2020
The agency has been chosen as part of a holistic, ongoing project to further progress St. James’s Place’s reputation as a recognised and respected financial advice business.
01/17/2020
It agrees with the International Monetary Fund that has forecast global real gross domestic product to grow by 3.4 per cent in 2020.
01/17/2020
Star hire is dismantling units and cutting hundreds of jobs
01/17/2020
This results in expected total group AuM of approximately CHF 132 billion2 as at 31 December 2019 compared to CHF 132.2 billion1 as at 31 December 2018.