07/21/2021
Fairstone set to acquire two more IFA firms
Advice firms Imagine Financial Planning and Forbes Lawson Wealth Management are set to be acquired by Fairstone after joining its downstream buyout programme.
07/21/2021
As part of its partnership with SS&C Technologies, Brooks will provide its advisers and clients with a new front-end portal and migrate assets currently run on JHC Systems.
07/21/2021
UBS launches portfolio to invest in women-led hedge funds
Bank seeks to tap interest of large investors seeking more diversity
07/21/2021
Close Brothers trading update
Our focus on strict management of costs remains unchanged, while progressing our key strategic programmes.
07/21/2021
The fund is the second vintage of this strategy whose first fund (JULIE I) was launched in 2017, raising close to €350 million.
07/21/2021
Northern Trust’s second quarter earnings conference call will be webcast on July 21, 2021.
07/21/2021
As well as generating friendships among its client base, these digital sessions are a boon for Sanlam from a commercial perspective because when clients get together, they spend time discussing their finances, from pensions to tax to investments.
07/21/2021
WH Ireland has just been awarded corporate financial planning status by the CII.
07/20/2021
One main reason of this emergence is that it’s too costly and complicated to deliver those services in the current regime.
07/20/2021
Global wealth firm unveils private client operation in Ireland
It was a ‘logical step’ for the business in its quest to ‘help more clients globally’
07/20/2021
Credit Suisse losing Middle East staff over 'toxic' work culture
Region's top exec Bruno Daher known for fiery displays and direct personal attacks
07/20/2021
Wealth management drives UBS profits surge
2Q21 net profit of USD 2.0bn, 19.3% return on CET1 capital
07/20/2021
UBS in Asia Pacific Losing Some Lustre
Total fee-generating assets rose 6 percent to $119 billion in Asia Pacific from the first quarter of 2021.
07/20/2021
Swiss Life Expands Into Nordic Real Estate
Swiss Life Asset Managers will retain NRP’s real estate unit of 39 employees and its Oslo office which will operate under the Swiss Life Asset Managers brand.
07/20/2021
Gideon Strategic Partners Affilates With Leading Independent Broker-dealer
The transition is effective immediately.
07/20/2021
Blacktower to expand into UAE and Switzerland
As advice giant gears up to unveil its own investment proposition
07/20/2021
Are the big banks plotting a return to wealth?
JPMorgan’s acquisition of UK fintech Nutmeg has analysts wondering if and when Australia’s retail banking giants become tempted by the burgeoning market for digital investment advice.
07/20/2021
Credit Suisse has taken a hit exceeding $5 billion tied to the collapses of Archegos and Greensill.
07/20/2021
Together, they help clients with investments and wealth management, budgeting, education savings, retirement planning and wealth transfer planning, among other services.
07/19/2021
Zuger Kantonalbank delivers 12.6% AUM growth
Bank managed first half-year 2021 without credit losses and strong results.