07/02/2021
Discussions were being held among Credit Suisse executives in Swiss municipality Bad Ragaz, some of whom believed that separation has not been effective while combining the three units could yield benefits.
07/02/2021
Strategic acquisition expands footprint into the Philadelphia area
07/02/2021
The new licence complements the group’s existing fund administration capabilities
07/02/2021
Wealth manager buys PE business
07/02/2021
Chase de Vere said it did not furlough any of its employees during the pandemic and its sole focus was on the wellbeing of its clients and its employees.
07/02/2021
Audrey McKinstry and John Simpson worked together at Investec W&I for over two decades.
07/02/2021
The awards, which are widely recognised as the most prestigious in the private client and wealth management industry, look to highlight excellence among private client lawyers, accountants, barristers, bankers, trust managers and financial advisers.
07/02/2021
Her success is a result of her unyielding commitment to provide the highest level of expert financial advice and customized service to her clients
07/02/2021
It will also offer offshore Investments in collaboration with Bank One Mauritius, which like I&M Bank and I&M Capital is a subsidiary of I&M Group.
07/01/2021
High net worth investors are demanding a wider choice of products and more transparent costs and charges
07/01/2021
Looking at latest figures from the Financial Advisers Register (FAR), 112 advisers exited the market in the week ended 25 June.
07/01/2021
Credit Suisse insiders also note that Antonio Horta-Osório hardly joined the Zurich-based bank in order to turn around and orchestrate its sale
07/01/2021
In her new role, which combines Wong's responsibilities, Lim will oversee discretionary, funds and ETFs in Asia.
07/01/2021
Nobody thinks that any one of us is extraordinary but as a whole, we are relatively strong.
07/01/2021
Wealth-X Launches the Ninth Edition of the “World Ultra Wealth Report”
07/01/2021
The bank this month also said it's buying UK robo-advisor Nutmeg, which oversees some $4.9 billion for around 140,000 investors
07/01/2021
The result is that U.S.-based fund manager BlackRock moves up into the top position with a 5.4-percent share.
07/01/2021
The legal merger was approved by Van Lanschot Kempen’s shareholders at the AGM of 27 May 2021.
07/01/2021
Commenting on the deal, Lee Hartley, chief executive officer of Fairstone, said: “We are delighted to complete the final acquisition of ASM Financial Planning, having worked closely with them throughout the integration phase.
07/01/2021
The former chief of Merrill Lynch brokers uses analyst's choice of Bank of America shares as example of also-ran thinking but her maverick approach with Ellevest may be declining.