03/31/2016
SEI announced today that SEI Private Wealth Management won in the category of "Innovative Client Solution" at the third annual Family Wealth Report Awards 2016.
03/31/2016
The agreements resulted in settlements totaling roughly $1.3 billion.
03/31/2016
The new Luxembourg-regulated fund will have the same investment philosophy as the previous generation and is aiming to raise between EUR 400 million and 800 million.
03/31/2016
Schroders multi-asset manager Iain Cunningham will leave the firm in June after nearly a decade.
03/31/2016
EFG International AG, the Swiss private bank controlled by billionaire Spiro Latsis and his family, said the cost of integrating BSI will be about 253 million Swiss francs ($263 million).
03/30/2016
Scandal and pressure on its banks have rocked a reputation for stability but many are bullish
03/30/2016
The regulatory hosting support provides conformity functions for companies which are starting out, permitting them to gain authorisation beneath the Thornbridge umbrella.
03/30/2016
A business meeting at Private Bank Duncan Lawrie convinced Victoria Liddle that with its ‘can do’ attitude and culture, this was where she would choose to work if an opportunity came about.
03/30/2016
The issuer is solely responsible for the content of this announcement.
03/30/2016
The prime minister of Malaysia had a message for the crowd at the Grand Hyatt San Francisco in September 2013.
03/30/2016
A crucial ingredient for firms wanting to meet this objective is the means to build scalability into their business models.
03/29/2016
Has raised £13.5 million on the AIM market fund acquisitions.
03/29/2016
Client-Centric Approaches and Highly Complementary Platforms Provides Additional Scale That Will Facilitate Superior Tools for Clients
03/29/2016
The deal include the foreign firm’s India-based onshore mutual fund business and the international fund of funds, subject to regulatory approvals.
03/29/2016
Old Mutual has not decided how the business will be separated, although the wealth business has already attracted the attention of the private equity firms Cinven and Warburg Pincus.
03/29/2016
Mirabaud Asset Management, the investment management arm of Swiss Mirabaud Group, today announced that its “European Small and Mid-Cap Strategy” is now accessible for its GCC investors.
03/29/2016
The purchase was made for an undisclosed sum and remains subject to regulatory approval.
03/29/2016
The handful of conglomerates that remain on the stock market are historical anomalies.
03/29/2016
The Zurich-based lender informed regulators of the plan, said the person said, who asked not to be identified because the discussion was private.
03/29/2016
Other big names featured include Tim Martin, chairman of pub and restaurant chain JD Wetherspoons.