11/16/2021
Each year, respected financial publisher Citywire considers a variety of facts and information gleaned from financial advice firms across the UK, before creating their ultimate list of who they deem the best advice businesses in the country.
11/16/2021
When the deal closes, which is expected to occur by Dec. 31, the combined firm will have $10 billion in client assets.
11/16/2021
Outstanding Private Bank for Diversity and Inclusion, new for this year, showing the strength of the French market at the moment.
11/16/2021
Global Finance’s Annual Awards Also Names Firm as Best Private Bank – Northeast
11/16/2021
A Spac is a shell company founded only for the purpose of acquiring a non-listed target company, therefore taking the company public.
11/16/2021
A Swiss banker has few regrets about racking up a criminal record for shipping data on recalcitrant Americans to U.S. tax officials.
11/16/2021
This recognition takes on its full meaning in November 2021 during the Crédit Agricole group Diversity Month.
11/15/2021
First independent partner in Michigan brings $700 million in assets and is fifth team joining from Morgan Stanley in 2021
11/15/2021
But a well-connected investment banker asked by finews.asia had a far more receptive take on the chairman's actions.
11/15/2021
The activities comprise IT purchasing, travel costs, facility management and office supplies.
11/15/2021
The bank also made further progress in resolving legacy matters as it prevails in the dispute with a Taiwanese insurance company.
11/15/2021
Kingswood has added £115m in client assets via the purchase of Redcar independent financial adviser Money Matters (North East) for £3.4m.
11/15/2021
A private banking veteran returns to Deutsche Bank as its vice chairman of wealth management in Asia Pacific.
11/15/2021
Jack beat six other candidates shortlisted to be named the 2021 ‘Trust Officer of the Year’ thanks to his valuable contribution at Highvern and charitable work in his personal time.
11/15/2021
The Transaction will add approx. £23bn of assets under administration and 90,000 policyholders to the Group, taking total assets under administration to approx. £61bn and total policyholders to 580,000
11/15/2021
Leonteq thus expects to report solid growth in its net fee income and a significant increase in its net trading result for the second half of 2021 compared to the second half of 2020.
11/15/2021
Team Led by Experienced Fund Placement Professionals to Leverage Oppenheimer's Scale, Thought Leadership and Resources to Further Deepen Service Offerings for Alternative Investment Firms
11/15/2021
You can also watch him explain the company’s new offering for institutional investors, and outline prospects for growth as the world recovers from the COVID-19 pandemic.
11/12/2021
These include firms dedicated to serving high-net-worth and ultra-high-net-worth individuals and families across the U.S. Including all recently announced transactions, our U.S. wealth business will exceed US$98 billion, up from zero at the start of 2020.
11/12/2021
Similar wording appears in virtually all of Credit Suisse compensation reports from recent years.