01/10/2020
Despite earlier having referenced provisioning for a remediation bill in the order of A$223m, IOOF acknowledged that it had not actually commenced making remediation payments because it was still collecting and assessing the data.
01/10/2020
Wealth managers registered their strongest annual return of the decade in 2019 as the bull market proved it still had legs.
01/10/2020
The company now has around 400 employees overseeing more than $18 billion from 47 offices around the country.
01/10/2020
Prescient was founded by managing director Chris Woodhams, who will retire following the deal.
01/09/2020
The deal will add to ZEDRA’s existing headcount of over 550 industry experts across 13 countries
01/09/2020
Selection was based on Private Wealth Systems' revolutionary approach to eliminating friction of information and action across private finance
01/09/2020
The Bank continues to contest the claim vigorously while taking appropriate measures to defend its interests.
01/09/2020
Replying to a question no notice from the House of Representatives Standing Committee on Economics
01/09/2020
Brewin Dolphin has closed its Reigate office and the employees from Reigate will re-locate to Gatwick and will continue to look after existing clients and offer financial planning and investment management advice to new clients in Surrey, East and West Su
01/09/2020
Lumin Wealth made its first acquisition in April last year when it bought financial planning firm Hyperion.
01/09/2020
The Investment Management business was up 11.7% from £38.5 billion at December, 31 2018, while the Unit Trusts business stands at £7.4 billion, up 32.1% from £5.6 billion at December 31, 2018.
01/09/2020
On Tuesday the Swiss bank told staff it would be giving its wealth management clients better access to the capabilities of its investment bank
01/09/2020
Ions said the funds managed by the sustainable investment team continue to experience strong flows, with its AUM increasing to more than £5bn.
01/09/2020
Two St James’s Place advisers have launched a new representative office of the firm in Aberdeen.
01/09/2020
Recruiters, however, don’t think Chase’s hiring spree is siphoning away the FAs whom the traditional brokerages, independents, regionals, and major wirehouses, want to recruit.
01/08/2020
The launch of the Luxemburg-domiciled UCITS vehicle is the culmination of over two years of in-depth research following over a decade of actual investing in alternative risk premia.
01/08/2020
The family office business has been the subject of much back and forth: briefly housed in the investment bank, it is frequently fraught with internal politics over revenue-splitting with the securities unit.
01/08/2020
Under the new reporting structure, the investment management division has been renamed asset management and will exclude wealth management and most lending revenue.
01/08/2020
Firm says it will continue to pursue more deals in 2020 and is already being approached
01/08/2020
In uncertain times such as these, the ability to move quickly is critical, particularly for HNW clients.