10/22/2021
Macquarie Asset Management acquires alternative investment firm
The agreement underscores MAM’s commitment to offering individual investors a diversified platform of institutional-quality alternative investments managed by Macquarie and other leading sponsors.
10/22/2021
In a bid to recoup the debts, the bank finds itself in the unusual position of helping breath new life into Gupta's companies.
10/22/2021
Estating offers fractional access to individual property investments.
10/22/2021
UBS: Perspectives of a Champion
In comparison, UBS can only shine - although it is also postponing risks with the appeal process in France and the preliminary investigations in the Netherlands for a criminal investigation against bank boss Hamers.
10/22/2021
SEI Announces Acquisition of Atlas Master Trust
Deal Supports Long-Term Business Growth and Enhanced Member Outcomes
10/22/2021
Spear’s Tax Survey 2021: Almost half of tax advisers to HNWs say post-pandemic wealth tax ‘desirable’
The Spear’s tax survey 2021 quizzed advisers on their views towards a range of taxes, including a proposed wealth tax
10/22/2021
Macquarie Asset Management to acquire Central Park Group
Central Park Group is a pioneer in providing financial advisors and their clients access to top alternative investment talent
10/22/2021
The event was streamed live online and showcased the best Diversity and Inclusion initiatives from around the UK’s financial services industry.
10/21/2021
Strategic Relationship Between FIDx & Lombard International Simplifies Access to Customizable Wealth Planning Solutions for 100,000+ Financial Advisors
10/21/2021
With the connection to bLink, St.Galler Kantonalbank is implementing its first open finance use case.
10/21/2021
The British bank reported profit before tax of 2 billion pounds ($2.76 billion) for the July-September period
10/21/2021
As a result, we expect growth in gross inflows for the full year to be around 25%.
10/21/2021
This partnership responds to the goal of offering the best international products to our clients and will enable US Offshore Wealth Managers to access best-in-class funds; value-generating products particularly suitable for private banks here in the US.
10/21/2021
Investments and Wealth Institute members gain special access to premier fiduciary education and technology through Broadridge.
10/21/2021
Here, Paul Stockton, CEO Rathbones and Tony Overy, CEO of Saunderson House talk briefly about the deal and the future.
10/21/2021
Dubai has emerged as one of the most popular cities in the world for ultra-wealthy families, after more than 2,000 high-net-worth individuals moved to the emirate in the first six months of 2021.
10/21/2021
As a whole - including AJ Bell's investment business as well as its platform - the company had assets of £72.8bn - up 29 per cent.
10/21/2021
CI Financial to Acquire $3.4-Billion Ultra-High-Net-Worth Wealth Manager
Addition of multi-family office RIA boosts CI’s U.S. wealth assets to US$83 billion
10/21/2021
Raoul Rahme, who worked at Barclays and Credit Suisse, will be head of DIFC sales.
10/21/2021
The panel discussed how managed services work well—thanks in part to frequent check-ins and communication—and how clients can maintain visibility into, and control of, the processes through platform user-profiles and permissioning.