05/06/2021
Additionally, the winning firms demonstrated resilience and remarkable customer care during the unprecedented events of 2020.
05/06/2021
Wealth Management Connect facilitates investment in the area.
05/06/2021
The net hires were made since mid-March across both Credit Suisse’s investment banking and private banking arm.
05/06/2021
Award-winning fintech adds to growing list of first quarter accomplishments including numerous new clients wins, new hires and a new London office
05/05/2021
Gross inflows for the quarter were also up by just under £200m, with £624m invested in Q1 this year, a rise from the £486m in Q4.
05/05/2021
Last year, Banque Eric Sturdza's unsuccessful bid to smooth its tax bill pushed it to a net loss.
05/05/2021
Who has the most client money? We run down the largest companies by assets under management
05/05/2021
Over 90% voted in favour of the acquisition
05/04/2021
The team also includes partners Sue Mazzetti, who was with Merrill since 2011, and Melissa Yue, who was with Merrill since 2014.
05/04/2021
In her role, Falas will be integral in the ongoing development and implementation of ClearView’s life insurance strategy; facilitate greater collaboration across business functions; and spearhead business improvement initiatives.
05/04/2021
The bench strength present within the team reflects a desire to deliver unparalleled insights and investment solutions to SA business owners, higher net worth individuals and their families.
05/04/2021
RBC Washington D.C. branch manager Matt Wunder will oversee the office on an interim basis, according to a company spokeswoman.
05/04/2021
'We continue to look for potential acquisition opportunities and new hires in both divisions as we benefit from the successful integration of Harpsden and the recruitment programme already completed.'
05/04/2021
“It’s an interesting time with all of the structural changes in the market,”
05/04/2021
The latest figures released by RBC Wealth Management reveal how only 31% of people in Asia have a full wealth transfer plan in place.
05/04/2021
PWM is the fourth financial planning firm to join IWP in the past month and its first acquisition in the north east of England.
05/04/2021
The private banks, he recalls, were ‘riddled with conflict’ because of their commercial need to sell clients their own in-house investment products – regardless of whether they were the best available.
05/04/2021
While the rules for step-up in basis at death and carryover basis for gifts have remained largely the same for almost a century, historical context can offer additional insight into the proposed STEP Act.
05/04/2021
The asset manager also put four of its multimanager funds under review after finding nine of its 89 funds did not offer investors value value for money.
05/04/2021
Total acquisitions now stand at 23 since IWP’s formation just two years ago.