11/22/2020
For regulatory reasons, Sarasin cannot continue operating its Dublin office on St Stephen’s Green as a branch of the UK manager after the Brexit transition period expires at the end of next month.
11/22/2020
Similar to wealth, wealth management has gone through layers of evolution to become a specialised investment advisory service
11/20/2020
Through avenues that include regular webinars and increasingly popular podcasts, Nicola’s team works hard to educate clients and help them become more informed investors.
11/20/2020
The name of Banque Havilland has appeared again and again in connection with major financial and political scandals
11/20/2020
This award recognises personal and company achievements together with contributions within the European funds community.
11/20/2020
The reversal of the March outflows remains a factor in prolonging inflows to the fixed income sectors but investors may feel better disposed towards globally diversified bond funds, and the relative safety of bonds, with more volatile equity markets in pr
11/20/2020
Bank preferred bidder for brokerage it sold after taxpayer bailout
11/20/2020
He also discusses how private bankers are having to become increasingly specialised.
11/20/2020
Several years after it sold off the intellectual property relating to its UK robo-adviser
11/20/2020
By employing the SEI Wealth Platform's scale and scope within a software-as-a-service model, U.S. Bank will benefit from a unified, straight-through-processing environment across all of their businesses globally.
11/19/2020
Advisor Group and Sagepoint recruit Veater Financial Group
In addition to SagePoint Financial, Advisor Group also includes FSC Securities, Royal Alliance Associates, Securities America, Triad Advisors and Woodbury Financial.
11/19/2020
Ganita Wealth launches capital bond to finance acquisitions in UK wealth management sector
This bond will help to facilitate that growth as we look to acquire high growth IFA and fund management businesses.
11/19/2020
Sitting on the side-lines: Investors missing out on big gains waiting for markets to recover
Following the dramatic falls experienced by stock markets in February and March, share prices have recovered globally by more than 10%, and even higher in some cases.
11/19/2020
Mirabaud Launches M&A Advisory Service for Entrepreneurs in France and Switzerland
The Mirabaud Advisors platform will assist entrepreneurs and family-owned companies in France and Switzerland
11/19/2020
Billionaire Stephen Lansdown Sells $137 Million Stake
He has sold more than $700 million of stock in past 5 years
11/19/2020
Close Brothers post strong results, despite virus
Our operational capabilities and financial resources have enabled us to continue to build on the positive momentum seen in the last months of the 2020 financial year.
11/19/2020
The comments came as national wealth manager Fairstone told FTAdviser it has spent an additional £5.4m on acquired businesses that exceeded their initial target value over the past nine years.
11/19/2020
Charles Stanley has seen its profits fall by 27.5% to £6.6m in the six months to September as assets under management drags on revenue.
11/19/2020
The firm has received a Finma licence, which will become legally effective once it fulfils all the regulator’s requirements.
11/19/2020
The bank’s share price fell 5% after it announced adjusted operating profit had fallen by 48.4% to £142.5m, although its wealth business stood firm.