02/04/2019
Quilter's long-running replatforming project has reached a ‘big milestone’ with the company now beginning the soft-launch point of the migration project. This soft launch will see Quilter’s staff testing the functionality of the n
02/04/2019
Vistra Completes Rebrand of US Global Growth Expert Radius
02/01/2019
Ameriprise’s Columbia Threadneedle asset management division lost assets during the quarter due to equity market depreciation that prompted clients to withdraw $4.7 billion.
02/01/2019
The financial terms of the acquisition are not disclosed. The transaction is expected to complete in Q2 2019.
02/01/2019
The company is paying £3.3mln in two tranches for Thomas & Co, which has 500 clients and £150mln of assets under advice
01/31/2019
The firm’s financial planning director, Nick Heys, will stay with Quilter as a financial planner.
01/31/2019
Prior to taking on the bank's regional leadership in wealth management last year, Novakovic headed the Zurich-based lender's Swiss investment banking and corporate client businesses
01/31/2019
Singapore is uniquely placed to become a major fixed income hub in South east Asia
01/30/2019
Santander had long been a key client of Orcel
01/30/2019
A rich hybrid experience is emerging, with more sophisticated digital tools available for advisors.
01/30/2019
At the 2019 Annual General Meeting, the currently serving directors Veit de Maddalena, Daniel Sigg and Rupert Hengster will be standing for re-election and Katrin Wehr-Seiter and Urs Schenker will be proposed for election as new members of the board.
01/29/2019
DSP Group has rebranded with a renewed focus on social responsible investing and providing advice to women
01/29/2019
There is a broad consensus that the whole industry must become more professional and invest in more technology and digitalisation.
01/29/2019
In 2017 there were just 51 sales in this price bracket, with a total value of £1.4bn, Savills said.
01/29/2019
Portfolio managers, along with high net worth business and sell-side research team, were expected to stay in New York, officials said at the time.
01/29/2019
Kogler joined Credit Suisse in the autumn of 2018.
01/29/2019
Hill believes the business is well positioned to continue to prosper despite the market uncertainty.
01/29/2019
Canaccord Genuity expands its regional UK coverage with the addition of an award-winning financial advisory firm
01/29/2019
The face of wealth management in India is changing, as vast fortunes are made by young digital disruptors and as private banks venture out of the main commercial hubs in search of untapped profit and potential in second-tier cities.
01/29/2019
The firm joins from Summit Brokerage Services, part of the Cetera network of broker-dealers.