01/05/2021
“It’s subject to regulatory approval, and we’re doing this in an orderly manner in a transition that has at the heart of it the interest of our clients.” For much of the past decade, H2O has been a jewel in the crown of Natixis&am
01/05/2021
Another key investor in the IPO-bound company is Rakesh Jhunjhunwala who had invested Rs 182 crore in December 2017.
01/04/2021
Kamath is set to unveil platform for the world's uber wealthy to facilitate mega business deals among members
01/04/2021
Valiant is currently on a hiring spree, having pledged to recruit 40 investment and pension specialists by 2024.
01/04/2021
The banking industry was in major transition even before the pandemic hit, not least due to the digital revolution. Experts agree that the trend will continue and cause thousands of job losses in the industry.
01/04/2021
Private banking chief on succession, searching for alpha and partying with Andy Warhol
01/04/2021
This article is from The Wealth Mosaic's recent report on how technology can be utilised to improve the management of investment portfolios
01/04/2021
New survey reveals how advisors will move beyond 2020 and how asset managers can adjust.
01/04/2021
Bel Air - Hightower's largest acquisition ever - is an $8 billion advisory business based in Los Angeles, serving high net worth individuals, families and foundations
01/04/2021
CI’s combined total assets reach record C$228 billion
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.