05/23/2022
Brooks Macdonald buys Warwickshire-based IFA
The acquisition will be funded through existing financial resources and will be paid in two tranches, with an element of the consideration linked to a three year growth target.
05/23/2022
FCB began working with AMP in late 2020, helping with performance digital and 1-1, including unlocking marketing technology capabilities with Salesforce.
05/23/2022
Those actions include environmental projects with a strong economic and social impact in favour of vulnerable local communities in Switzerland and around the world.
05/23/2022
The same platform already allows for similar trading in cash equities, exchange-traded funds
05/23/2022
Irish billionaires' wealth rose €16bn during the pandemic
The growth is such that the total wealth of billionaires all over the world is now equivalent to 13.9% of global GDP
05/23/2022
Here’s How the Ultra-Wealthy Manage Their Money
They have significantly more money at stake and, therefore, need to go beyond basic portfolio diversification strategies to minimize their risk and avoid concentrating too much money in any one particular investment.
05/22/2022
Axel Lehmann was appointed chairman in January following the forced departure of António Horta-Osório, and with Gottstein occupying the CEO role, the bank has two Swiss citizens in the top roles.
05/20/2022
Global wealth manager eyes acquisitions
As firm looks to expand its presence in regions where it already operates
05/20/2022
Australian investment manager buys wealth firm
Pauline and Anna are committed to staying with CIW/MTIS for the foreseeable future
05/20/2022
Swiss Gold Refiner Wants to be Green
Greater sustainability in gold mining and trading is therefore an ongoing issue in environmental protection discussions, but increasingly in investor circles as well.
05/20/2022
As it turns out, high-earners won't leave if you increase their taxes.
05/20/2022
Credit Suisse emphasised Chairman Axel Lehmann's support for Gottstein after a Bloomberg report on Friday about early talks over a potential replacement.
05/20/2022
Replay: Focus On Wealth Management
In this Focus On event dedicated to Wealth Management, we reviewed a number of new challenges faced by wealth managers: technological transformation, generational wealth transfer and increasingly volatile markets in a sensitive macroeconomic context.
05/20/2022
HSBC AM Invests in Fintech Quantifeed
The company said the funds are earmarked to bolster its services for advisors, portfolio managers and end-customers, with improvements to portfolio design, advice and trading products as well as adding new asset classes, such as structured products, priva
05/19/2022
Unblu’s Wealth Management Outlook traces the emergence of a new industry landscape, finding that the rise of Millennial and Gen Z investors, digital assets and agile advisors are defining the direction of the sector in 2022
05/19/2022
Markets fear trouble ahead for privately held companies with larger debt loads than their publicly listed peers.
05/19/2022
This investment is a perfect fit to Mirabaud Patrimoine Vivant’s mission of supporting the development of European houses possessing unique know-how, alongside outstanding managers.
05/19/2022
He alleged that he had been promised a retention award of £1 million of Canaccord shares in summer 2015.
05/19/2022
Significant improvement in gross margin and adjusted cost/income ratio compared to second half of 2021 – Assets under management impacted by markets downturn and client deleveraging – Julius Baer well on track to deliver on 2022 targets
05/19/2022
HypoVereinsbank, was acquired by UniCredit in 2005 and has a strong presence in Bavaria and Hamburg.