01/23/2020
Over the prior eight years, Avaloq has helped Banque Cramer to simplify and upgrade its IT systems, allowing the bank to focus on customer service and growing the business both organically and through acquisitions.
01/23/2020
Both parties continue to believe that a merger of Tilney and Smith & Williamson represents a significant opportunity to create the UK's leading wealth management and professional services business and remain fully committed to the merger.
01/22/2020
Invested assets in the Americas rose to $1.4 trillion at the end of the fourth quarter, up from $1.3 trillion in the third quarter of 2019 and $1.2 trillion in the fourth quarter of 2018, according to the report.
01/22/2020
All statements in this release relate to continuing operations over the five months to 31 December 2019
01/22/2020
The Enrich List is a portfolio of 50 unique global experiences with a focus on self-discovery and personal growth
01/22/2020
Lombard Odier aims to keep up with the times by integrating technology, sustainable investing and Islamic finance
01/22/2020
The Bank is able to offer access to a select group of cryptocurrencies, chosen for their tradability, safety, and technical reliability.
01/21/2020
UBS Misses Key Targets in Challenge to Iqbal Khan Overhaul
The Swiss bank failed to meet several key metrics set during the last revamp of goals just over a year ago
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.