08/15/2020
The changing face of philanthropy
When setting out to create a successful philanthropic outcome, a desire to help or "give back" to a community is rarely enough.
Wealth and Asset Management
08/15/2020
Coutts CEO To Steer NatWest Wealth Consolidation
By bringing together the expertise of Premier and Private banking, NatWest believes it can help existing customers manage their finances more thoroughly and live financially better lives from their early years through to post retirement
08/14/2020
Butterfield 2020 Annual General Meeting Voting Results
Each of the proposals numbered 1 through 3 on the Meeting Agenda was approved by the requisite vote.
08/14/2020
Schroder Sterling Corporate Bond Fund wins prestigious UK investment awards
The fund may also invest in bonds issued by governments, government agencies, and supra-nationals.
08/14/2020
Clientis banks: Key projects developed further despite Corona
Thanks to their infrastructure, they were able to quickly switch to home office for employees, depending on the needs of the individual institutes.
08/14/2020
‘Open’ sign finally goes up at new wealth management operation
Four months of video calls, digital onboarding, and PPE planning later, and the branch is finally opening its doors to the people of Liverpool.
08/14/2020
Growth opportunity beckons for Japan equities as pandemic forces changes
Japan is a mature economy, with many of its corporations grappling with inefficiencies.
08/14/2020
Multi-family office sees growing opportunities in Sri Lanka
A multi-family office will provide advisory for multiple families on managing their wealth. There are several elements to services offered by Heritage Partners.
08/14/2020
African Wealth Report
Our hope is that the insights gained will engender a greater worldwide understanding of the path that Africans walk on their personal wealth journeys.
08/14/2020
Ascot Lloyd lines up £25m war chest after £7m loss
National advice business Ascot Lloyd is banking on strong growth from its consolidation strategy to fuel its future success.
08/14/2020
Two Kestra Private Wealth Services-Affiliated Firms Merge
Combined firm principals will manage nearly $500 million in assets
08/13/2020
UK wealth manager completes first advice M&A deal
Seven Bridges expects to increase its turnover to £1.8m after the acquisition
08/13/2020
AMP Wealth Management's underlying half-year profit falls to $19m »
The AMP Life sale was a major milestone and opens the pathway to accelerate the next stage of our strategy.
08/13/2020
Creative Planning acquires Lenox Wealth Management
As part of the Creative Planning team we'll be able to enhance our service offerings and have the resources needed to support our growth.
08/13/2020
Options ETFs under the spotlight following UBS AM’s quadruple launch
Is there investor demand in Europe?
08/12/2020
Deutsche Bank WM hands new role to fund solutions head
The new responsibilities will see Silke Roth take charge of the whole product offering in Germany.
08/12/2020
EdR launches fund aiming to create European tech ecosystem
It aims to gradually increase the weight allocated to European companies within the sub-fund.
08/12/2020
DNB AM loses renewable energy PM and hunts for replacement
Christian Rom is now the only manager of the DNB Renewable Energy fund.
08/12/2020
London-headquartered wealth manager expands US operation
Up to $8m will be spent on ‘active adviser recruitment and acquisitions’
08/11/2020
Lebanon's FFA Private Bank teams up with Ankura
With the business scene crumbling, banks are facing rapidly growing non-performing loans and asset risks on their balance sheets.