03/03/2021
Wealth Enhancement Group acquires Boston-based RIA
Upon closing of the transaction, Wealth Enhancement Group's total client assets are expected to approach $30 billion.
Wealth and Asset Management
03/03/2021
Wealth management group expands UK presence with acquisition
HFS Milbourne is a well-established financial advisory business, created in 2005 from the merger of Milbourne Financial Services and Hayden Financial Services
03/03/2021
Irish bank buys wealth manager for €138m
It will ‘continue to explore further opportunities’ in the life and pensions markets
03/03/2021
CREALOGIX to be future partner of savings banks in private banking
The requirements have now become more closely integrated and will be delivered to the customer step by step.
03/02/2021
New private equity investor to support Hawksford growth strategy
M&A will be an integral part of STAR and Hawksford’s growth strategy
03/02/2021
Guardian Capital Completes Acquisition of BNY Mellon’s Canadian Wealth Management Business
Both will continue to work together across Guardian’s Wealth Management platforms, leveraging all of Guardian to bring leading solutions to its clients and partners.
03/02/2021
Global X by Mirae Asset recognized at the FSA Fund Awards Hong Kong 2021 for cutting-edge ETF innovation
The accolade reflects the prowess of Mirae Asset's 'Global X' platform, the ETFs, research and insights of which are at the cutting edge of thematic investing.
03/02/2021
J. Safra Sarasin Group announces another year of improved growth and performance in 2020
Strong balance sheet of CHF 38.0 billion with substantial liquid assets of CHF 8.7 billion at the end of 2020.
03/02/2021
Stephen Ford: ‘We will absolutely be acquiring in the next couple of years’
WH Ireland head of wealth management on how ‘brutal’ restructure helped company finally turn a profit
03/02/2021
IQ-EQ expands global Funds division into Ireland
Ireland is already popular among U.S. fund managers, having cemented its status with the Irish Connective Asset Management Vehicle (ICAV), which complements U.S. tax planning.
03/02/2021
Pathstone Announces the Addition of Cornerstone Capital Group
Growing Smart(ly) in a Way That Matters
03/02/2021
Man Group: Results for the financial year ended 31 December 2020
Growth in a challenging environment
03/02/2021
Stock Take by St. James's Place
Over the past couple of years, fast-growing technology stocks have significantly outperformed the rest of the market.
03/02/2021
Stop Look and Listen…Why Some Clients Fail to Take Good Advice
Some do look, but with only a cursory glance, and often only one way, and they therefore miss the bus that comes thundering in the opposite direction.
03/02/2021
Quilter launches redundancy support hub to help advisers with client conversations
The hub will feature resources for advisers to recommend and use with clients covering topics from navigating redundancy to how to create a growth mindset, and the importance of adaptability.
03/02/2021
Should you invest in the new kids on the block?
In a world where investors rely heavily on quantitative tools, having more funds with no discernible track record, at least for now, poses some major challenges to retail investors who want to determine whether a new fund will be a success.
03/02/2021
SME report - key findings released - Close Brothers Asset Finance
In this report we present the sector results with limited analysis because we feel it’s better left up to the reader to interpret the data for themselves,
03/02/2021
Hurst Point Group completes acquisition of Hawksmoor
HGL will become a separate subsidiary of Hurst Point Group, who intend to support its core strategy of growth in the areas of investment management and specialist funds where it has historically had great success.
03/02/2021
Inflation worries overblown by Pictet AM
The economic recovery that will gather strength over the course of 2021 shouldn't lead to a rapid pick-up inflation.
03/02/2021
Signs of an Early Spring By Chris Bailey, Raymond James
Fortunately for equity markets, the news around vaccine roll outs and economic improvement will continue to help today.