05/05/2020
As permitted within the original Sale and Purchase agreement, the remaining Chalice shareholder has exercised their put option over the remaining 15% interest, so on closing Chalice is now wholly owned by Kingswood.
05/05/2020
Equity trading revenue was wiped out and stood at -€87m compared to €488m in first quarter revenue a year ago.
05/05/2020
In a note initiating coverage on both firms, Berenberg said Brewin Dolphin's asset retention was "best-in-class"
05/05/2020
Brewin Dolphin has completed the migration of Investec’s Irish wealth platform, after the acquisition took place last year for €44m.
05/05/2020
In mainland China, the firm has hired Belle (Jing) Hu as associate director, business development, based in Beijing.
05/05/2020
The evolution of the global wealth industry over the past decade is evidenced by the emergence, relevance and impact of family offices worldwide.
05/05/2020
We are delighted to partner with such a competent and experienced team
05/05/2020
A PwC report notes that firms are increasingly moving toward a new model of wealth management
05/04/2020
In Norway, the richest Nordic economy, about 90% of Nordea’s client meetings are now online, compared with about 40% before Covid-19, said Storset, who’s based in Oslo.
05/04/2020
Our offering grew in several investment sectors, most notably emerging markets debt.
05/04/2020
Quintet appointed Jakob Stott as interim Group CEO, also in March, after previous CEO Jürg Zeltner died.
05/04/2020
It is the Swiss bank's tenth in Germany under the leadership of market head Heiko Schlag.
05/04/2020
Reyl also bulked up on staff, adding nearly two dozen employees to reach 223 people at year-end.
05/04/2020
The wealth manager has hired copiously from UBS, both in Switzerland as well as elsewhere.
05/03/2020
The team, whose other senior advisor is James J. “Jimmy” Lee, oversaw about $2 billion of assets under management from mostly first-generation entrepreneurs, Moldaver said in an earlier interview.
05/03/2020
Berkshire’s first-quarter net loss totaled $49.75 billion, or $30,653 per Class A share
05/03/2020
Key interest rates set by the Internal Revenue Service for estate-planning purposes have never been as low as they are starting this month.
05/01/2020
Edinburgh-based private bank Hampden & Co has reported “another strong year” – with income up by more than a third – and said it expects to continue attracting robust levels of new business.
05/01/2020
Our increased, tailored client communication throughout the crisis has generated fantastic feedback.
05/01/2020
Mr Green says: “We’re witnessing what is likely to become a powerful recovery in global stock markets as investors look ahead to the latter half of 2020 and into 2021.