01/16/2019
Brooks Macdonald continues to expand its pipeline of growth opportunities through further product proposition development, broadening adviser relationships, and identifying opportunities in new or under-served client segments.
01/15/2019
Sanlam Private Wealth previously acquired 40% of 8IP
01/15/2019
The report uses findings from Publisher's 2018 Wealth Managers Survey and 2018 IFA Survey.
01/15/2019
It is expected that the three offices will work closely together, with company registration, accounting and legal services all eventually available from the new location.
01/15/2019
Dimon concluded: “In 2018 we accelerated investments in products, services and technology to help our employees, customers and communities.
01/14/2019
A separate set of figures shows why all these entities are keen to convince family offices and HNWIs that private equity is a juicy opportunity.
01/14/2019
The initial consideration for the acquisition is £900,000 in cash, funded from AFH's existing cash resources.
01/14/2019
The buyback programme is an effort to reward Credit Suisse shareholders who had been with Thiam during the revamp.
01/14/2019
The bank wrote to all of its Irish depositors last week confirming that all deposits held in their Investec account - along with any performance return - will be transferred to them on March 8.
01/14/2019
The hotly contested Asian Private Banker Awards for Distinction attracted over 160 submissions
01/14/2019
CreditEase Wealth Management is committed to becoming a long-term partner to our HNWs in terms of investment, quality of life, succession, education and philanthropy, and providing all-round services in all these areas.
01/13/2019
Banks in Switzerland don't have it easy: negative interest rates are eating into their profits, the Swiss housing market is in a froth, and digitization threatens to wipe out entire business areas once dominated by financial institutions.
01/11/2019
Lawsuit is latest legal front in expanding scandal over Cum-Ex
01/11/2019
UBS analysts called the period “one of the worst quarters in recent years for European asset managers” as it lowered earnings per share forecast for a basket of fund stocks.
01/11/2019
As for how markets will react to the continued trade war gyrations, Brill said to expect more "swings."
01/11/2019
Foundation Wealth said it is partnering with Purpose Advisor Solutions (PAS)
01/11/2019
He says that the overall mission is to enhance client experience and draw the client further into the bank’s broad array of offerings.
01/10/2019
Balanced and growth funds aimed at expat investors and their advisers
01/10/2019
‘The costs of opening a new shop abroad would be significant, especially for a small firm like ours,’ Zell said.
01/10/2019
More than 84 percent of the children surveyed say their family’s charitable giving aligns with their own values, and two out of three (63 percent) report they are giving together as a family.