05/29/2019
Canaccord Genuity makes strategic investment in AI-powered hedge fund
The investment will enable Castle Ridge to expand its distribution channel with Canaccord Genuity Wealth Management, which manages over $60 billion in client assets in Canada, the UK & Europe and Australia.
05/29/2019
New structures and solutions are becoming increasingly common to attract the particular demands of this market.
05/29/2019
Deutsche Bank Wealth Management enters UK mortgage market
We want to build a wealth management business here in the UK
05/29/2019
We’re the right size at the moment
05/29/2019
Kligerman is no stranger to simulated racing
05/28/2019
The firm currently has CHF 1.5 billion assets under management, is supervised by Finma and is registered with the SEC.
05/28/2019
As buyers are becoming more and more discerning, Landmass is now taking a new approach of supporting established investors and developers with improvements to their schemes.
05/28/2019
The new wealth management subsidiaries may provide business opportunities for foreign players that have a private fund management licence in China.
05/28/2019
Lee believes communication is the fundamental starting point for effective family wealth management
05/28/2019
This convergence shows in several ways.
05/28/2019
When a couple divorce and there is family business wealth in common, protecting that wealth requires special consideration. Charmaine Hast of lawyers Wedlake Bell offers some analysis
05/28/2019
Its property financing service offers the full range of property finance facilities, and aims to build long-term relationships with clients and introducers, bringing a bespoke private banking philosophy to the specialist finance market, it says.
05/28/2019
Deal will give it the ability to ‘scale and cross-sell its services internationally’
05/28/2019
The company's revenues also jumped 61 per cent from £22.7m to £36.6m.
05/28/2019
Mr Woodford’s remit in managing separate funds for SJP clients differs from the way he manages the Woodford Equity Income and Income Focus funds that are available to non-SJP clients.
05/28/2019
Lu Weiding and his family has a net worth of US$6.5 billion, according to Hurun’s estimate.
05/28/2019
The firm said the acquisition “creates an exciting new strategic partnership for Kingswood to scale and cross-sell its services internationally”.
05/27/2019
This is the second successive year Phoenix has collected the ACQ5 award.
05/27/2019
Acquisition of United Capital part of effort to take on Schwab and Morgan Stanley in $28tn market
05/27/2019
The trend is gaining momentum in Asia at a time when the overall individual wealth is growing.