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.
12/14/2021
Brainvest partner Dany Roizman says he sees the business expanding across geography, client type and value proposition
12/14/2021
Apex’s fund administration services are the foundation of its single-source solution.
12/14/2021
Making the case for a transformed business model.
12/14/2021
The global pandemic was a watershed moment for the Wealth Management industry.
12/14/2021
Having broken into profitability back in 2017, the platform has since grown its assets to £17bn.
12/14/2021
Closing is subject to customary closing conditions, including regulatory approval.
12/13/2021
HNWIs with bigger risk appetites tend to invest in international equities
12/13/2021
UBS will leverage iCapital’s technology and solutions to improve efficiency and access to information for wealth management advisors and their high-net-worth clients increasingly seeking private market investments.
12/13/2021
Consistently outpacing the market, it has reported a strong performance this fiscal too with a 18% growth in Revenue and 69% growth in PAT QoQ.
12/13/2021
The two have instead secured an alternative date for January 19, 2022 - the first available hearing date in the new year.
12/13/2021
Multrees was first awarded a mandate by GAM in 2015, covering custody services.
12/13/2021
These awards champion young professionals in the wealth sector and highlight the leaders of today and tomorrow who are under forty.
12/13/2021
In its seventh consecutive year, Schroders 2021 UK Financial Adviser Survey* which encompasses views from 203 UK advisers, reveals that succession planning and ESG are at the top of advisers’ agendas we look ahead to 2022.
12/12/2021
The market at the moment is largely ignoring strong economic and inflation data and is instead concentrating on potential problems of the type mentioned above.
12/10/2021
Addition of Six-Advisor Practice Will Bring Wealth Enhancement Group's Total Client Assets to More Than $55 Billion
12/10/2021
The outrage over the behavior of the president is enormous among numerous employees of the bank, and his apology turned out to be untrustworthy due to later contradictions.
12/10/2021
This Partnership benefits private clients and expands their access to top tier private equity funds through an easy-to-use digital experience via the Moonfare platform.
12/09/2021
The bank had been scaling back operations in several countries in the region, including in Australia, South Korea and Malaysia.