07/03/2020
Once it is fully functioning Mr Inglesfield said the consolidator planned to place 50 trainees with the academy each year, who would then graduate to replace retiring advisers and support the company's plans for organic growth outside of acquisitions
07/03/2020
The private bank has disposed of the employee benefits division of NW Brown, the £1bn Cambridge-based wealth manager it acquired last year.
07/02/2020
The economic fallout has been devastating, with the bank’s economists predicting a 6.5% contraction this year.
07/02/2020
The acquisition is expected to complete later this year, subject to regulatory approval, and represents a high-quality investment offering for an affluent and high net worth client base, with Funds Under Management of £1bn (May 2020).
07/02/2020
PCP bank’s founder Andreas Bodenmann will keep an active role with clients
07/02/2020
Lucas is enjoying his new role with city law firm McCarthy Denning now that it has launched its formal association with Singapore firm, ArrowGates LLC.
07/01/2020
The total of repurchased shares reflects EFG’s cautious approach of capital preservation as a result of the coronavirus (COVID-19) pandemic and follows the regulator’s recommendations.
07/01/2020
Two weeks ago the company revealed it had purchased Stevenage-based financial planning firm Richmond House Wealth Management in a deal which added £250m in assets under management and eight advisers to the business.
07/01/2020
This latest deal will bring additional scale and expertise to our already fast growing Singapore office.
07/01/2020
The deal forms part of JTC’s ongoing growth strategy, with the company continuing to see opportunities for organic and inorganic growth across both its Institutional and Private Client Services divisions.
07/01/2020
The Architas UK Fund Management Team headed by Sheldon Macdonald will join Liontrust and merge with the Liontrust Multi-Asset Investment Team.
07/01/2020
The acquisition reinforces Schroders’ private assets and real estate capabilities, building on the recent purchases of Blue Asset Management, the value-add real estate specialist in Munich, and Algonquin, the Pan-European value-add Real Estate Hotel
07/01/2020
On average, only 69% of client assets are actively managed
07/01/2020
The groundwork has been laid for a rapid recovery, but significant risks remain.
06/30/2020
Truinvest was set up in 2019 by co-founders Mark Smith and Micky Johal
06/30/2020
EFG International provides an update on its business performance and announces that Martin Freiermuth has been appointed Chief Operating Officer and a member of the Executive Committee, effective mid-August 2020.
06/30/2020
Jupiter has since pledged to keep the majority of Merian’s flagship strategies intact once the acquisition completes.
06/30/2020
Client expectations are changing because the clients themselves are changing.
06/30/2020
Private wealth advisors should be aware of these questions, not only to ensure they have answers prepared, but also as a key to understanding the culture and background of their client.
06/30/2020
The firm has continued to break new ground.