09/16/2019
In a frank series of admissions during the call, which was leaked to Money, Gascoigne told the 700-plus advisers who were logged in that the business had to move with the times — and that meant its annual trips on cruise ships in exotic locations sh
09/16/2019
Sanlam hiring spree sees eight join wealth team
Sanlam UK has announced a raft of eight new hires within its wealth planning team as the company continues to increase its UK-wide presence and enhance its client offering.
09/16/2019
Sanctuary Wealth is redefining the independent space with services and solutions to serve the ultra-wealthy,” Yamaki said. “I’m thrilled to be joining its elite network of advisors.
09/16/2019
City heavyweights plough £10m into wealth manager
The company has raised £26.5m in three funding rounds since launch.
09/16/2019
Unigestion opens Copenhagen office
The office will allow Unigestion to increase its investor base in the region and work closer with investors looking for unique investment strategies, including bespoke ESG solutions for those with more specific requirements.
09/16/2019
The client, named Miss J in the Ombudsman documents, also claimed the adviser “forged” her signature in a “doctored” document.
09/16/2019
Global wealth manager launches with 'The Symphony Of Trust" gala night
As a highlight of the night, American musical legend Michael Bolton was flown in to give a private concert to the VIPs.
09/16/2019
Barron's ranking of the Top 100 Independent Financial Advisors reflects the volume of assets overseen by the advisors and their teams
09/13/2019
Brooks Macdonald sees profits increase amid economic uncertainty
09/13/2019
Bermont, whose group manages over $2.1 billion in client assets, specializes in wealth management for high net worth individuals, companies, not-for-profit corporations and endowments.
09/13/2019
He notes that the high cost of doing business in private banking constrains players and many falter while attempting to suddenly expand across too many facets.
09/13/2019
Two Acquisitions Completed by Wealth Management Giant
The two deals will bring a combined £215m of funds under management to AFH, raising its total above £5.6bn.
09/13/2019
H1 2019 was a solid start to the year for Partners Group
09/13/2019
Aberdeen Standard Investments signs exclusive license agreement
The investment strategy will subsequently allow access to HFR’s investable index family, with circa 30 underlying investable hedge fund strategies and sub-strategies giving investors the opportunity to choose those most suited to their needs.
09/13/2019
Fairstone operates what it called “a unique model” that reverses the traditional buy and build approach.
09/13/2019
Failed wealth manager circled by 100 firms
In some cases clients of the wealth manager were paying fees and charges as high as 20 per cent of their total investment, the FCA claimed.
09/13/2019
This new partnership illustrates how CI Financial, the parent company of Assante and WealthBar, is leveraging technology to enhance its products and services throughout its operations.
09/13/2019
Judges recognize 61 companies for their outstanding support of financial advisor success from among 166 finalists
09/13/2019
This is great for the advisers who have ownership stakes in the acquired firms.
09/12/2019
EFG is now one of the largest Swiss private banks with a fast-growing global presence.