07/18/2021
Davy fund unit to be sold separately to Bank of Ireland deal
Sale of entire assets, including excess cash reserves, set to generate more than €500m
07/18/2021
McLaren raises £550m and adds Saudi Arabian wealth fund as investor
British supercar and racing group has raised more than £1bn in past two years to invest in electric cars
07/16/2021
The judges also observed clients' need for advice on liquidity and capital this year, through our Financing Advisory expertise.
07/16/2021
Strongest net sales in nearly six years led by $530 million in net flows in Canadian retail asset management; assets exceed $300 billion for the first time
07/16/2021
Using Munnypot’s proven and award winning technology platform, Verso will blend the expertise of its client advisors with automated advice capability, allowing cost-effective customer segmentation by value and complexity.
07/16/2021
This follows the announcement earlier this week that The Group has secured corporate ratings from Moody’s Investors Service and S&P Global Ratings.
07/16/2021
Fundraising was diversified across the four private markets asset classes in H1 2021
07/16/2021
With the benefit of hindsight, we know that Investor Three – the Tiger – should have been the most successful in 2020, but we wished to understand how the numbers compared.
07/16/2021
The acquisition of this highly regarded private bank supports the growth of Rothschild & Co’s Swiss business
07/16/2021
UBS combines global expertise with local knowledge, acquired through over half a century of being present in the Middle East
07/16/2021
The acquisitions are expected to complete shortly
07/16/2021
The remarks came as attrition of experienced brokers rose to around 5% in the second quarter from an average of around 4% that executives had cited in prior quarters.
07/16/2021
Wealth management is a long-term portfolio theme for FGT
07/15/2021
The company may have benefited from an extraordinarily good environment for the asset management business.
07/15/2021
Energy Risk Awards 2021: Precious metals team's outstanding 2020 underpinned by bank's consolidation move
07/15/2021
Allworth Financial acquires wealth management firm
The agreement marks Allworth’s 9th office location in Northern California
07/15/2021
Jefferies and SMBC Group to Collaborate on Future Business Opportunities to Enhance Value to Their Clients and Accelerate Strategic Initiatives
07/15/2021
UBS Europe would certainly have been to her taste when she took the helm in 2019
07/15/2021
LGT acquires stake in digital wealth manager
LGT has agreed to acquire a strategic minority stake in LIQID.
07/15/2021
The Group had a positive fourth quarter, benefiting from its strong client and intermediary relationships combined with continued robust investment performance.