06/18/2020
Due to the excellent and professional experience the client had with Vistra, the Settlor of the Trust decided to contribute additional trust funds to the structure.
06/18/2020
GBST was founded back in 1983, when the financial technology sector was still embryonic
06/18/2020
Magda is a seasoned professional with nearly 20 years of valuable experience in the area of accounting, financial reporting and international taxes.
06/17/2020
The boost is not only a consequence of the corona-crisis though.
06/17/2020
This partnership will thus enable UBP’s flagship asset management strategies to be marketed in Australia
06/17/2020
The business will be staffed by 35 employees. They will cater to clients from offices located in Cincinnati, Los Angeles, San Diego and Miami.
06/17/2020
In November 2019, it was in active discussions with more than 20 local IFA firms.
06/17/2020
The finalists for the 2020 “Wealthies” include 155 companies across 73 categories to be recognized this year at a live, digital awards ceremony.
06/17/2020
The fund will be managed by the Equilibrium investment team and launched on Monday (June 15).
06/16/2020
Helping businesses, funds and investors navigate through disruption in a challenging economic environment so they build greater resilience during times of crisis
06/16/2020
The cost-to-revenue ratio also improved after a couple of stagnant years, driven mostly by higher revenues significantly outpacing growth in costs.
06/16/2020
Richmond House Investment Management will add to the scale and depth of investment management expertise across the IWP group.
06/16/2020
The group hopes to capitalise on a strong year to become a ‘true asset manager’.
06/16/2020
Aite Group recognizes six innovative financial institutions leveraging best-in-class initiatives.
06/16/2020
Hinduja said he will pursue wealth management as well as business with entrepreneurs to do so
06/16/2020
The importance of sustainable investing is underlined by the fact that 86 per cent of advisers said that they are now incorporating sustainability questions into the client fact find.
06/15/2020
Families must address all four pillars of capital to achieve long-term success.
06/15/2020
Six DFMs have backed a new academy from RMSR that will rate wealth managers on the services they offer to advisers.
06/15/2020
Keeping it in the clan brings an inner strength… but it's just as important to know when to let go
06/15/2020
Group partner Matthew Shaxson lead the Jersey-based Ogier team, which included senior associate Kevin Grové and associate Michael Anderson.