01/04/2021
As part of the arrangement, later in Q1 2021 Sanlam will also take on the investment management responsibilities of the Smith & Williamson Global Gold and Resources Fund which will continue to be managed in Toronto by AGF as sub delegate investment ma
01/04/2021
The acquisition of Boston Private accelerates SVB's private bank and wealth management offering, strengthening SVB's overall platform and ability to fully meet the financial needs of its clients.
12/31/2020
The additional units will be immediately consolidated so that the number of units outstanding following the distribution will equal the number of units outstanding prior to the distribution.
12/31/2020
The firm is also launching a recruitment drive after moving to new offices in Gateshead
12/31/2020
Bell, a 54-year-old father of four, owes almost the entirety of his wealth to the company he founded and now leads.
12/31/2020
UBS had wanted to ease the burden on the new CEO, who faces a potential criminal probe over money laundering allegations in his native Holland.
12/30/2020
Shareholders will not be able to attend the Meeting in person.
12/30/2020
The shell companies are listed in reserve in order to buy private companies that are brought into the shell.
12/30/2020
The average AUM acquired per transaction grew to more than $1.8 billion, a 24% increase over last year’s average of $1.5 billion, the highest annual average to date.
12/30/2020
On liquidity, Haefele writes, the goal should be to set aside enough cash, bonds, or credit lines to cover the cash flow that would otherwise be pulled out of your portfolio over the next two to five years.
12/30/2020
The lockdowns and the digitization surge during the corona crisis have shown that the outsourcing of operations to other countries makes banks vulnerable
12/30/2020
Today Dezan Shira & Associates is now living in its fifth office location and currently employs about 30 staff in the city.
12/30/2020
The division’s $21 billion in consumer loans implies a tangible book value of $1.6 billion, based on the capital typically carried by other U.S. retail banks.
12/30/2020
The logic that compelled Standard Life and Aberdeen to merge is still persuasive.
12/30/2020
With developed market yields stuck at zero, EM local bonds look increasingly attractive, especially given these economies' strong fundamentals.
12/30/2020
The case of Georg Wohlwend in neighboring Liechtenstein illustrates just how quickly: the chairman of Liechtensteinischen Landesbank, or LLB, stepped down suddenly last month amid an insider trading probe.
12/29/2020
This share, listed in London, should be a reasonably straightforward way to double your money in 2021.
12/29/2020
Wells Fargo/Gallup survey finds more people developing estate plans, though large percentage remain without a will or estate plan
12/29/2020
The wealth management firm confirmed that they’ve introduced their Addepar ISI (methodology available here), which uses “portfolio-level” transaction data to assess investor sentiment.
12/29/2020
It comes as investors around the world focus on rebalancing portfolios for 2021, after a year no-one expected.