12/17/2021
GPR’s operations will be continued, by the current employees of GPR, within Solactive, a German benchmark provider offering indices for a broad range of sectors and asset classes internationally.
12/17/2021
Deal to propel strategic opportunities in the US, in Latin America, Europe and Asia
12/17/2021
Horta-Osório's role as a cleaner-upper is undermined by the daily media drip-feed, which often portrays him as tone-deaf to Swiss cultural mores.
12/16/2021
Will combine SFA and VSWA, its existing business serving North American Wealth Management clients.
12/16/2021
People with knowledge of the matter gave finews.com a different narrative.
12/16/2021
Fast-Growing, Multi-Custodial, Advisor-Owned RIA Perigon Leverages Powerful Financial Business Growth Platform to Expand West Coast Presence and Position Firm for Future M&A
12/16/2021
The research, conducted by the Investment Association and Goji, a provider of regulated platform technology
12/16/2021
Both sources declined to be identified on grounds of the confidentiality of the talks.
12/16/2021
The regulator has today (16 December) published warning statements about both GAM and Haywood.
12/16/2021
‘We want to be a reference for Latin American families as a firm specialized in global wealth advice,’ said Gómez.
12/16/2021
'50 firms by 2025'
12/15/2021
In Miami, it plans to employ client advisers while booking wealthy individuals' money out of Switzerland, as it does for clients in its New York office.
12/15/2021
Under the agreement, which is subject to Crestone shareholder approval, LGT will acquire 100% of Crestone.
12/15/2021
This is possibly even more important for a family business than it is for other companies.
12/15/2021
This culminated in the formal appointment of a head of philanthropy in 2018, an appointment bestowed upon Rennie Hoare, one of the bank’s youngest partners.
12/15/2021
CEO Philipp Good reveals how he built an ESG culture and explains the firm's new products.
12/15/2021
The fund holds around 50 to 70 companies and is managed by Tom Riley, Jeremy Gleeson and Pauline Llandric.
12/15/2021
ADGM has long established a competitive niche in being one of the most attractive, accessible and innovative centres that offers unique financial solutions and world-class investment services.
12/15/2021
Apex was appointed in recognition of its ability to provide a full suite of services across fund administration, corporate services and depositary to Compass Group’s funds, augmented by additional tailored solutions that meet Compass Group’s r
12/14/2021
All financial amounts in Canadian dollars unless stated otherwise.