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
06/23/2019
The wealth managers will target customers with at least $10 million to invest and each will handle 25 to 40 clients, Le Temps said.
06/23/2019
"The industry has proven resilient and is thriving."
06/23/2019
HSBC Private Banking attracted $10 billion net new money in Q1 2019
06/21/2019
Christopher Wilson's foundation reaches out to UNHW families and younger people to fund projects that create a social impact across Southeast Asia
06/21/2019
He believes in promoting even younger managers to positions of influence and power.
06/21/2019
The Solidum and Falcon products in the insurance-linked securities sector complement each other ideally to provide investors with the choice of a fitting investment solution.
06/21/2019
Quilter Private Client Advisers adds £211m AUA with triple acquisition
London area financial planners