12/16/2020
Chicago-based Hightower announced such a deal this week, saying it helped one of its advisory businesses, Fischer & Company, to merge with Stralem & Company to create a wealth management firm advising on about $800 million in client assets.
12/16/2020
Although a rotation to more cyclical sectors and regions has led us to tilt our top-down advice slightly in their direction, we are not yet confident enough to bet on these 'new' winners or against the reigning champions.
12/16/2020
The acquisition adds more than $5.5 billion of assets under advisement, of which a large portion relates to assets administered on behalf of ultra-high net worth families, and expands Guardian’s current core wealth management capabilities in the ult
12/16/2020
Deal adds around £120m to the group’s assets under management
12/16/2020
Murphy Wealth takes Leading adviser practice
12/15/2020
Accelerating growth in strategic business areas, continuing to deliver for our stakeholders
12/15/2020
Utilities are an infrastructure sector we feel bullish about for 2021 as it was hardly impacted by the pandemic due to its essential service nature, accommodative regulators, importance in leading the decarbonisation of economies and social importance as
12/15/2020
A financial gift is unlikely to have the same response on the day but unlike other presents, these are gifts that are likely to be more enduring and could be worth much more in the future.
12/15/2020
Accounts for the fixed-income focused asset manager posted on Companies House last week show annual operating profit rose by 22% to £39.8m.
12/15/2020
Credit Suisse also needs to decide where its operational focus lies: the so-called CSAM unit's core business is index and mutual funds, credit, real estate, and so-called multi-asset vehicles.
12/15/2020
The funds are designed to provide advisers with a passive and low-cost option to complement their existing multi-asset strategies with a deeper level of diversification, critical in the current market conditions.
12/15/2020
This is a theme we expect to continue going into 2021, but investors should be looking at funds for the long-term, rather than just a calendar year.
12/15/2020
The Swiss bank and the world's second-largest provider of index funds started their deliberations at the beginning of this year and the two companies seemed close to an agreement in the summer, the report read.
12/15/2020
Vestrata is a unique platform backed by significant investment from industry insiders
12/15/2020
Ocorian completes acquisition
The acquisition reflects our continued strategy to enhance our service offering
12/15/2020
It also provides for the regulation of digital assets- based payment service businesses and for the registration of financial services related to the creation, issuance or sale of digital tokens and other digital assets.
12/15/2020
Our teams have supported hundreds of companies with their global mobility requirements.
12/15/2020
Our investment strategies are rooted in the foundational belief that investors should be compensated for the risks they take, and we are committed to delivering investment products and solutions that fit our investor-centric approach.
12/15/2020
Against this backdrop, therefore, we do not see much reason to change course. ‘Stay the course’ has been the mantra and will likely remain so as this storm too shall pass.
12/15/2020
The pound weakened against the US dollar and the Euro. Gold ended slightly higher as did the price of a barrel of oil.