06/26/2019
Cavendish Asset Management refreshes fund management team
The complementary combination of my stock-picking skills and Nick’s insight into timing trading has brought a lot of success to the AIM and Opportunities funds, which makes this move a natural next step for the fund.
06/26/2019
Having launched on International Women’s Day this year, the Network is seeking to change the financial sector to better cater to the needs of women.
06/25/2019
This type of lead scoring is also very focused on short-term sales—that is, finding any advisor for sales to call who seems interested enough to buy now.
06/25/2019
EFG is also announcing the appointment of Pedro Rego as the new Head of its Portugal branch, effective May 2019.
06/25/2019
Boston Private’s Ambitious Growth Plans
The bank hopes to have $50 billion in AUM by 2022
06/25/2019
Returns take a backseat as investor motivations evolve
06/25/2019
In recent years, there has been a consolidation within Switzerland’s fragmented wealth management landscape, as the steady erosion of the nation’s famous banking secrecy made it less attractive for foreigners to stash cash in Switzerland, cons
06/25/2019
Singapore’s sovereign wealth fund GIC and private equity investor Hellman & Friedman acquired Allfunds in 2017 from Intesa Sanpaolo Group, Santander Group, General Atlantic and Warburg Pincus, with an eye towards expanding its reach.
06/25/2019
The new firm, Azura, is targeting billionaire clients in Monaco and London.
06/25/2019
UK-based wealth manager enhances digital experience for HNW clients
Offers a range of investment management and wealth planning services
06/25/2019
Wealth manager secures funding for acquisitions
The wealth management group said it was pursuing acquisitions in the UK and internationally, confirming a "number" of deals were in the advanced stages of negotiation.
06/25/2019
KBL recently made a non-binding offer to Bank am Bellevue after conducting due diligence, according to three people familiar with the matter.
06/25/2019
In talks to acquire stakes in British firms
06/25/2019
We are thrilled to work closely with them to help them future-proof and digitise their business and set a new standard for the industry.
06/25/2019
Wall St giants tipped to snap up wealth managers
“We are seeing this trend play out across our client set as well,” Mr Halpern said.
06/24/2019
The banking and wealth management group sets out how it is meeting the demand for sustainable investment with concrete action.
06/24/2019
These awards recognise Lisa and the BD and marketing team’s outstanding achievements
06/24/2019
Sanctuary Wealth expands into two new markets
Jackson Hill & Fish, Southern Oak Wealth become third and fourth RIAs to join Sanctuary in June
06/24/2019
We are excited to further our cooperation with Tricor to expand Labuan IBFC’s value proposition to the Greater China region
06/23/2019
World War II – Swiss neutrality and Nazi gold