10/26/2021
Schroders is today announcing its intention to acquire River and Mercantile Group’s UK Solutions Division consisting of its fiduciary management and derivatives businesses.
10/26/2021
The trust listed in December 2020 raising £75m, though this fell short of its £100m target.
10/26/2021
River and Mercantile Solutions sold to Schroders for £230m.
10/26/2021
Almost 2 out of 10 HNWIs said they feel «lost» and would appreciate more guidance from financial advisors.
10/26/2021
Both entities share the same long-term vision, culture and values which underpin their delivery of wealth management and bespoke family office solutions to wealthy families.
10/26/2021
This technology will add data-mapping tools, flexible data models, and rules engines to further enhance current capabilities.
10/25/2021
To streamline portfolio rebalancing and trading for wealth managers
10/25/2021
This was reflected in more consistent top-line growth, robust lending pipelines across our businesses, and rising trade and mortgage balances.
10/25/2021
Hildebrand has met recently with both Weber and the UBS director leading the succession
10/25/2021
Raj Dhanda Named Ares’ Global Head of Wealth Management
10/25/2021
Q4 has just started, but for now, we welcome the strength of our market and the relative value opportunities that it offers.
10/25/2021
The deal is expected to be completed by the third quarter of 2022.
10/22/2021
Perrier forged a reputation as one of Europe’s most successful dealmakers during his decade in charge of the French fund manager
10/22/2021
Macquarie Asset Management acquires alternative investment firm
The agreement underscores MAM’s commitment to offering individual investors a diversified platform of institutional-quality alternative investments managed by Macquarie and other leading sponsors.
10/22/2021
In a bid to recoup the debts, the bank finds itself in the unusual position of helping breath new life into Gupta's companies.
10/22/2021
Estating offers fractional access to individual property investments.
10/22/2021
UBS: Perspectives of a Champion
In comparison, UBS can only shine - although it is also postponing risks with the appeal process in France and the preliminary investigations in the Netherlands for a criminal investigation against bank boss Hamers.
10/22/2021
SEI Announces Acquisition of Atlas Master Trust
Deal Supports Long-Term Business Growth and Enhanced Member Outcomes
10/22/2021
Spear’s Tax Survey 2021: Almost half of tax advisers to HNWs say post-pandemic wealth tax ‘desirable’
The Spear’s tax survey 2021 quizzed advisers on their views towards a range of taxes, including a proposed wealth tax
10/22/2021
Macquarie Asset Management to acquire Central Park Group
Central Park Group is a pioneer in providing financial advisors and their clients access to top alternative investment talent