05/13/2019
Dolfin Completes Acquisition of Private Wealth Business
We are delighted to announce that we have completed our acquisition of the business of London-based Falcon Private Wealth Ltd.
05/13/2019
The Mirabaud partner talks of his faith in active management and the group’s bicentenary
05/13/2019
Internationally regarded as the NUMBER ONE home builder in Cyprus and Greece, Leptos Estates has a 58-year success story, so it was naturally the right fit for us.
05/13/2019
The firm is looking for an individual who already has an established portfolio of clients.
05/10/2019
The wealth veteran noted Indonesia offers significant opportunities for wealth managers, especially since authorities launched a tax amnesty programme in 2016.
05/10/2019
​According to a UBS survey released on May 7, 32% of high-net-worth portfolios are in cash.
05/10/2019
Lyon Polk the first was the undersecretary of state for Woodrow Wilson, and architect of the Versailles Treaty.
05/10/2019
Inflows of £2.2bn during the quarter
05/10/2019
“The first quarter again demonstrated the power of the Focus model in a highly attractive growth industry,” said Rudy Adolf, Founder, Chief Executive Officer and Chairman.
05/10/2019
The Latin America head is also working to hire more relationship managers serving Brazil and has already made headway on that front.
05/10/2019
We are investing in our business to support future long-term growth.
05/10/2019
The investment bank is interested in doing mid-sized deals in wealth management and has the financial muscle to fund them.
05/10/2019
This acquisition, which is consistent with our strategy of growth in assets under management, provides us with an exciting opportunity to strengthen substantially our existing presence in the Republic of Ireland
05/10/2019
The last of the three local banks to report Q1 results, OCBC said total income for the first quarter rose 15 per cent to S$2.68 million, from S$2.33 billion a year ago.
05/10/2019
The fund manager told Wealth Manager earlier in the week that he was 'disappointed' at the price Quilter was paying and encouraged rival firms to launch counter bids.
05/10/2019
Ultimately, a wealth manager’s competitive advantage will come down to cost, differentiated service and delivery of a dynamic customer experience.
05/10/2019
State Street and BNY Mellon are getting squeezed as investor clients seek lower fees
05/09/2019
The account was opened for trading investments supported by lending provided by Coutts with shares in Blumont Group Ltd and Asiasons Capital Ltd provided as margin security.
05/09/2019
The fall in equity prices brought back memories of last fall, when investors sold off their assets.
05/09/2019
The participants are required to be Chinese wealth management agencies, private banks or foreign-funded institutions operating in China.