03/18/2021
WealthSource Acquires RIA
Deal adds three financial advisor coaches and six marketing professionals, substantially augmenting the WealthSource value proposition nationally
Wealth and Asset Management
03/18/2021
Credit Suisse CEO Gottstein earns less than predecessor Thiam
The recent collapse of around $10 billion of funds related to British supply chain financier Greensill has put fresh pressure on him.
03/18/2021
Credit Suisse is overhauling its asset management business and has suspended bonuses after Greensill collapsed
Credit Suisse stuck to its guidance on capital and said plans to buy back at least 1 billion Swiss francs ($1.1 billion) worth of stock this year were still on.
03/18/2021
International Americans: the benefits of "offshoring"
Elections and other disruptive political events, along with sudden legislative changes, are just some of the risks associated with holding all of your assets in a single jurisdiction.
03/18/2021
Knox group of companies expands into UK TCSP services
James Heathcote, Director at KHT UK said: “With a raft of recent tax changes, as well as further legislative changes undoubtedly on the horizon, the demand from clients for UK TCSP services has become increasingly apparent.”
03/18/2021
RBC Reshapes Markets Unit Into Three Cross-Product Groups
Business will be divided into sales, macro and digital groups
03/17/2021
Why Canaccord's takeover bid for RF Capital is a 'great cultural fit'
News of the bid, which was made earlier this month, emerged yesterday, raising the prospect of two of the largest independents joining forces.
03/17/2021
Citi Private Bank Loses China Heavyweight
The departures occurred in the midst of a new organizational structure for Citi’s private banking arm.
03/17/2021
Santander Private Banking to Acquire Indosuez Wealth Management Business in Miami
As part of the agreement, Santander Private Banking plans to purchase $4.3 billion in client assets and liabilities with related staff from Indosuez Wealth Management.
03/17/2021
“Smart Alpha” – a new way to tap into active investment strategies
A new partnership between UBP and amLeague, a specialised index provider, allows investors to combine the advantages of active investment management with those of passive index tracking.
03/17/2021
CREALOGIX reports sales growth and improved profitability in the first half of 2020/2021
The CREALOGIX Group has successfully taken its place amid the international competition in the first half of 2020/2021
03/17/2021
The power of collaborative leadership
Entrepreneurship is not for everybody.
03/17/2021
Global equities hit a speed bump by Nikko AM
The interaction between sovereign bonds and equities has been worrisome for multi-asset portfolios so far this year.
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
Kate Elliot, Rathbones
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
ThinkMarkets Named Best CFD Provider at the City of London Wealth Management Awards
COLWMA recognise, promote and celebrate quality of service from Wealth Management companies and individuals.