01/28/2020
The combination pairs Perigon's track record of working with technology industry executives and handling complex public and private equity compensation arrangements with RLP's expertise in sustainable, values-driven investing strategies.
01/28/2020
Private equity investment firm launches bid for national IFA
Harwood Capital has until 25 February to present formal offer for Manchester-based IFA
01/27/2020
Bank’s wealth management division says it is advising clients to go easy on fixed income
01/27/2020
'It's a trust that private investors, charities and wealth managers all like,' says Lyon. 'It's broadly diversified and they like the fact that we aim to protect wealth in real terms.'
01/27/2020
Johnson's insistence on completing a deal by the end of the year may stoke market risk if months tick by with little progress.
01/27/2020
Quilter Financial Planning is one of the UK’s largest distributors of advice, with over 3,900 advisers.
01/24/2020
A number of Netwealth's product solutions have been offered on an ad-hoc basis in the past, with different clients taking single aspects to suit their needs.
01/24/2020
Liechtensteinische Landesbank AG and Bank Linth LLB AG have been using Avaloq as their core banking system software for a number of years
01/24/2020
The Lisbon office will focus on ultra-high net worth, high net worth and mass affluent clients in Portugal while also acting as a gateway for European individuals looking to invest in Brazil.
01/24/2020
Avantax Wealth Management has begun rationalizing its model portfolio lineup following the merging of 1st Global's and HD Vest’s wealth management teams.
01/24/2020
The accounts are aimed as serving as an alternative to traditional banking products through features such as reduced transaction fees and enhanced personal financial protection.
01/24/2020
Raymond James’ Wealth Business Is on a Roll
“We’ve had an attractive platform, for a long time, and today, I think leading technology,” Mr. Reilly is quoted saying.
01/23/2020
The grandfather sends his grandchildren on a mission to identify Chinese proverbs that will help them preserve their family wealth.
01/23/2020
The firm has earned shortlist recognition in each of the last five years, and was honored as Best Private Wealth Manager, Under $5 Billion – Client Service in 2019.
01/23/2020
Today we advise high net worth families and try to apply the same analysis process to their investment portfolios to fulfill the needs of multiple generations.
01/23/2020
Dealing with large family offices, they are looking for safety and security, conservative, strong balance sheets.
01/23/2020
The topics of consolidation, regulation and innovation are front and center
01/23/2020
A joint venture between international family office services provider Crestbridge and Wyoming-based Willow Street will establish an enhanced proposition for clients.
01/23/2020
Powerwrap CEO Will Davidson reveals the restrictive nature of traditional wealth platforms and why people, systems and processes are far more important than technology.
01/23/2020
Wealth advisors on our 2020 list manage more than $4 trillion in client assets.