01/14/2022
SSA Investments, the Arora family’s Luxembourg-based investment firm, is selling 40 million shares in B&M European Value Retail SA to institutional investors through an accelerated book building, Goldman Sachs said Thursday in a filing.
01/13/2022
Addepar will be available to all RBC Wealth Management-U.S. advisors, along with financial professionals of RBC Clearing & Custody (RBC C&C), a division of RBC Capital Markets, LLC.
01/13/2022
Total Group FUM at £17.3 billion (30 September 2021: £16.8 billion; 30 June 2021: £16.5 billion)
01/13/2022
The acquisition will enable Standard Chartered to be one of the 13 trustees for Hong Kong’s mandatory provident fund (MPF).
01/13/2022
Gatesman added that they onboarded over $16bn in international client assets through the new hires.
01/13/2022
Investors should stick to their asset allocation and also moderate return expectations from equities in 2022. I
01/13/2022
Deloitte's recent study in conjunction with ESI ThoughtLab – Wealth and Asset Management 4.0 – show that 40% of clients now say digital access has greater importance in decision making.
01/13/2022
How does our strategy capture well-suited fallen angels while avoiding potential falling knives?
01/13/2022
The new location will serve asset managers, brokers, banks, fund managers and financial institutions in Latin America.
01/13/2022
The new initiative will be led by senior hires Dan Robinson and Stephan Muecke.
01/12/2022
ZEDRA bolsters Pension Services offering with acquisition
ZEDRA’s Pension Services now consists of five offices in London, Reading, Leeds, Birmingham and St Albans and increases headcount to 70 dedicated Pensions experts and support staff.
01/12/2022
AExpands Mercer Advisors' Florida and Northeast Presence
01/12/2022
PineBridge’s said the newly created role reflects its wealth business strategy and focus for the Asia Pacific region.
01/12/2022
With this transaction, Swissquote will become the leading online trading and investment bank in Luxembourg, confirming its ambitious strategy in Europe.
01/12/2022
China's wealth management market reached 27.9 trillion yuan ($4.4 trillion) as of September last year
01/12/2022
The London-headquartered bank worked with a consulting firm last year on a feasibility study, according to people with knowledge of the matter.
01/12/2022
As part of the changes, Gregor Korte and Jens Jüttner will also join the management of the holding company.
01/12/2022
Since 2018, Qaestor Coach has bought and merged seven wealth managers in the Dutch market.
01/12/2022
Acquisition of HawsGoodwin Investment Management, LLC Expands Mercer Advisors' Tennessee Presence
01/12/2022
Harvesting the Power of Data and Technology