06/18/2019
DJ Carmichael being acquired by wealth manager
The acquisition announcement comes off the back of Shaw and Partners’ recent strategic partnership with Swiss Private Bank
06/18/2019
Swiss Wealth Managers Merge, Eye Expansion
Colombo Wealth has two branches in Zurich and Geneva
06/18/2019
D.C.-area acquisition strengthens MAI’s athlete client offering, broadens geographic reach
06/18/2019
WM firm merges with Lugano boutique
The merger will combine individual portfolio management, family office services
06/17/2019
Winners are chosen by a rigorous selection process before being appointed by an independent judging panel.
06/17/2019
It’s no longer a question of whether we have assets offshore,» she says.
06/17/2019
For individual investors, the routes into private equity have become more sophisticated and varied
06/16/2019
Citywealth’s Brand Management & Reputations Awards recognise the branding and public relations efforts of some of the premier companies in the financial services industry over the last 12 months.
06/14/2019
Western companies are seeing relations with China increasingly strained at times, as the trade war with the US escalates tensions.
06/14/2019
Lightyear Capital-Backed Wealth Management Firm's Acquisition of Independent Financial Advisory Business with $1.3 Billion in Client Assets is its Twelfth in the last Six Years
06/14/2019
The latest acquisition is Mariner's second in Houston.
06/14/2019
An asset manager’s commitment to technology is highly correlated with revenue growth, a new survey finds.
06/14/2019
All of PBI’s awards undergo a rigorous selection process before being appointed by an independent judging panel.
06/14/2019
Before the 2008 recession, Wealth Management and Trading Revenues contributed equally (around 35%) to UBS’s total revenues.
06/14/2019
Bank of Singapore has been expanding in Asia, the Middle East and Europe.
06/14/2019
“There is not a clear timetable on when to resume the collaboration, which is subject to the management’s decision,” Haitong International said in an email sent to Reuters.
06/14/2019
The changes will be effective as of July 2019.
06/13/2019
Merrill Lynch Wealth Management Sticks with Recruiting Freeze, Brokers Hit Growth Numbers
Brokers in 2019 must generate six new household accounts over $250,000 to qualify for an extra 100-basis-point payout on revenue produced, up from a five-account target in the 2018 plan.
06/13/2019
55 deals since 2014
06/13/2019
When asked to describe how they felt about what they thought about the global investment outlook and choosing three-character words in Mandarin to express their sentiments, private banking clients surveyed chose «uncertainty» and «chaoti