03/17/2021
SJP award winner seals advice firm acquisition
The acquisition means that Oakmere Wealth Management now employs a total of nine staff, with Walsh continuing to serve his clients and provide ongoing financial advice.
03/17/2021
Hargreaves Lansdown expects profit ahead of market forecasts
Hargreaves recorded annual pretax profit of GBP378.3 million in financial 2020.
03/17/2021
Ex-Merrill Lynch Ohio Team With $750M AUM Joins UBS
The team will report to Jon Ramey, UBS Wealth Management USA head of the Ohio independent market, and Michael Gatewood, Chicago market head, UBS Private Wealth Management.
03/17/2021
Credit Suisse Revamps Swiss Corporate Client Unit
The two units will operate under the names Swiss Multinational Groups» and «Swiss Large Corporates.
03/17/2021
SEI Drives Global Momentum in Wealth Management Market
Trusted Strategic Partnership at Heart of Unwavering Client Service, Delivery and Commitment
03/17/2021
From the outside looking in, sustainable investment analysis may seem like information overload. Amid all of the data, is it possible to see both the forest and the trees? Rathbone Greenbank deputy head of research Kate Elliot says yes.
03/17/2021
COLWMA recognise, promote and celebrate quality of service from Wealth Management companies and individuals.
03/17/2021
Praised as recently as three months ago, the Greensill funds have sparked blame-shifting as well as soul-searching within the asset management unit and the wider Swiss bank.
03/17/2021
Even in a typical year, it isn’t easy to organise a meeting so that everyone is present. It is especially challenging to bring families together who live in different countries, as is increasingly the norm.
03/16/2021
The group maintained a strong capital, funding and liquidity position.
03/16/2021
The S&P 500 index of large US companies ended Thursday at a record high.
03/16/2021
Natural capital accounting, which takes stock of natural assets such as forests, soils and oceans, is gaining traction.
03/16/2021
Then there is the constant fear of inflation spilling over from the financial world to the real world, especially as bond yields have more than doubled in a matter of weeks due to rising inflation prospects
03/16/2021
Assets under management (AuM) grew by 16% to USD 109.1 billion as of 31 December 2020
03/16/2021
In the US, the $1.9 trillion stimulus package has finally been approved and the sale of $120 billion new US Treasury bonds went well enough, but a survey of US small businesses showed a decline in optimism for the eighth month in a row.
03/16/2021
The recent strong upswing in commodity prices, particularly oil and base metals, has prompted investors to ask whether commodities are entering a new supercycle.
03/16/2021
The need for wealth operations to increase enterprise value is stronger than it’s ever been, requiring leaders to think differently
03/16/2021
Launch of new subsidiary coincides with opening of Miami office to be led by Sanctuary Securities President Bob Walter
03/16/2021
Discover key findings from our annual analysis of the global art market – from the impact of COVID-19, to digital innovation and growth in female spending
03/15/2021
Luxury spending from Asia, and in particular mainland China, already accounts for a significant portion of global luxury consumption.