03/13/2020
When Quilter terminated its contract with tech provider IFDS and switched to FNZ in May 2017 it said it had spent more than £200m on the platform, and expected to spend about £160m more.
03/13/2020
UBS and Credit Suisse are among those seeking extra collateral from wealthy customers as markets tumble
03/12/2020
Morgan Stanley said an employee at its Purchase, N.Y. office, which houses much of the company’s wealth management operations
03/12/2020
Its net operational earnings - a new performance measure it introduced in the results, expanding on its previous measure of operating profit - grew by 14%.
03/12/2020
International Wealth Management Firm Launches Spanish Logistics Fund
Swiss based wealth management firm, Spearvest, acting as Investment Advisor, has completed its first Logistics acquisition in Zaragoza, Spain
03/12/2020
Although China's domestic economy is recovering, the global situation challenges external demand.
03/12/2020
Wealth owners place a premium on personal privacy, and family office have a responsibility to protect not only their clients’ assets but also their confidential information.
03/11/2020
Quilter plc preliminary results for the year ended 31 December 2019
03/11/2020
The winning organizations were selected based on both quantitative and qualitative performance over the last year.
03/11/2020
Culturally and strategically, Hurley Partners is a great fit, serving a similar client base to our existing business.
03/11/2020
Now firmly established as the client’s trusted advisor, Vistra now plays a leading role in the continued wealth creation and prosperity of the client.
03/11/2020
Our Wealth & Asset Management business continues to attract new clients thanks to our long-term investment approach.
03/11/2020
Hurley Partners’ experienced management team will be retained by Mattioli Woods following the acquisition.
03/11/2020
ShareAction ranks 75 global asset managers on ESG practices
03/10/2020
The performance of the group continued to demonstrate the consistent application of our business model in a period of lower activity in the UK economy.
03/10/2020
No stand-out leaders in the space, research reveals
03/10/2020
The RIA also announced the acquisition of Ferrell Wealth Management
03/10/2020
The bank has also imposed global measures. Like other banks, it has taken split-office measures, introduced temperature controls, increased home office capacities and also prohibited all business trips that are not absolutely necessary.
03/10/2020
The 2019 financial year was characterised by the continuing low-interest environment.
03/10/2020
Just over 40% of HNWI relationship managers surveyed said their clients have enacted a succession plan or are actively planning for succession.