08/03/2023
The Piedmont-based financial institution has begun due diligence on Kairos' accounts, with the work expected to take several weeks with completion slated for September, according to sources close to the matter.
08/03/2023
UBS Asset Management counts private wealth units Credit Suisse, Morgan Stanley and JBWere, among others, as some of its biggest clients.
08/03/2023
There are also no plans to change the Company’s discount and premium management policy or Company strategy.
08/03/2023
The £726bn London-listed asset manager has made several key acquisitions since Peter Harrison became CEO in 2016
08/03/2023
Neither Credit Suisse nor UBS wanted to comment and will likely save anything they have to say on various matters when results are reported at the end of the month.
08/03/2023
With its acquisition of Credit Suisse, UBS Wealth Management is returning to Australia after an absence of several years.
08/02/2023
The new office in the heart of Tampa within the iconic Rivergate Tower will serve as Quantum's headquarters.
08/02/2023
Top RIAs Bring Entrepreneurial, Client-Oriented Approach to Wealth Management
08/02/2023
The deal bolsters Suntera Global’s Guernsey proposition and augments its international fund administration capability.
08/02/2023
A launch event attended by finews.asia was held at the Rosewood Hotel in Hong Kong on Monday featuring top actress Michelle Yeoh as a guest speaker.
08/02/2023
The deal is due to take place on 21 September
08/02/2023
Sanford DeLand denies reduction is in connection with Liontrust’s plan to buy GAM.
08/02/2023
Has Q2 suggested a return to a more competitive market or are buyers still on for a potential winner? Here is our latest insight on London’s prime property sector.
08/01/2023
The branches will be located in tourist hotspots in the city.
08/01/2023
Older HNWIs between 50 and 59 years of age display the most keenness for IFAs (64 per cent), followed by HNWIs over the age of 60 (57 per cent).
08/01/2023
Total revenue for the second quarter came in at $16.71 billion, 38% higher than the $12.1 billion seen in the same period a year ago.
08/01/2023
This reduced exposure to the mega cap tech names that had done well following the artificial intelligence hype in favour of recent laggards.
08/01/2023
The team from Millen Capital joins Evelyn Partners as part of its succession planning scheme for business owners.
08/01/2023
Chambers and Partners’ inhouse researchers compile the rankings by conducting in-depth reviews and speaking to intermediaries who have worked with the individuals and private wealth firms in question.
08/01/2023
RIA Mercer Global Advisors has acquired Private Asset Management (PAM).