02/14/2019
HighTower Partners With Green Square Wealth Management
The $2.6 billion fee-only advisory firm brings HighTower's total client assets to $68.6 billion
Wealth and Asset Management
02/14/2019
Consolidator makes another two acquisitions
The consolidator’s model is to attempt to keep staff at existing advice firms on when they are acquired.
02/14/2019
deVere acquires UAE-based wealth adviser
Working alongside some of the industry’s best fund managers, dVAM has brought to market a suite of outcome-orientated, low-cost solutions.
02/14/2019
Liechtenstein - a principality with big aspirations
Liechtenstein is slowly carving a role in the Asian wealth management space, boasting two players who are starting to make waves whilst others have already left the stage
02/14/2019
FundCount Named Best Client Accounting and Best Client Reporting Solution
As a fully integrated system, it provides a single source of investment truth and a comprehensive view of wealth.
02/14/2019
Australia's AMP sees more pain ahead for scandal-hit wealth unit
At the same time, regulatory and compliance costs were mounting and would affect earnings this year, AMP said, as it confirmed a pre-announced 35 percent fall in 2018 underlying net profit to A$680 million.
02/14/2019
Progeny buys 2 more Financial Planning firms
The latest acquisitions, as well as the recent acquisition of Innovate Financial Planning in Edinburgh, will see Progeny’s national headcount double and increase the group’s assets under advice, now well over £1bn.
02/14/2019
Canaccord Genuity Group Reports Third Quarter Fiscal 2019 Results
Revenue of $331.6 million, an increase of 7.2% or $22.2 million from $309.4 million
02/14/2019
Canaccord Genuity Group takes over advisory firm
Agreement brings complementary advisory expertise in Technology and Healthcare sectors and provides capital light and high margin critical mass to the Company's U.S. operations
02/13/2019
Singapore’s United Overseas Bank opens new branch for affluent customers
At the branch, the customers will receive information about relevant financial solutions after they scan their identification card at the self-help ticketing kiosk.
02/13/2019
Santander Private Banking, named ’Best Private Bank’ in Latin America, Spain, Portugal, Argentina, Chile and Mexico by Euromoney
It won ‘Best Private Banking Overall’ in Latin America and five country awards in its main markets (Spain, Portugal, Mexico, Chile and Argentina).
02/13/2019
Absa triumphs in Euromoney Private Banking and Wealth Management
Wealth Management today is a global business, with new professionalism to cater for specific client requirements and constantly increasing industry competition.
02/13/2019
Itaú Miami private bank boss plans tech overhaul
One area he is looking to grow is the private bank's assets under management.
02/13/2019
Multrees Investor Services completes platform migration for Saltus in just 3 months
A dedicated project team from Multrees worked closely with Saltus so that the business could select exactly which services were right for them.
02/13/2019
Accuro wins the Wealthbriefing Swiss Awards 2019
This is the result of our team effort and is a testimony to Accuro’s private client focus and ambition to drive positive change in its industry.
02/13/2019
Business Families Consider Option As Brexit Deadline Nears
Certainly it will be influencing decisions for European family businesses about whether to continue to invest or operate a base in the UK, but we are yet to see any signs of capital flight.
02/12/2019
Credit Suisse brands blockchain a 'game changer' after successful test
Portugal's Banco Best and Luxembourg-based platform Fundsquare said in their statement after the test that it had showed cross-border distribution over blockchain was "more efficient, scalable and timely in processing."
02/12/2019
Old Mutual International launches retail bond for Middle East and Africa
The product offers a range of retail investment solutions such as stocks, shares, bonds and collective investments.
02/12/2019
Manulife Financial Q4 Earnings: Is a Beat in Store?
The fourth quarter should benefit from Manulife’s expanded distribution network across the region as well as strengthening of strategically important distribution agreements with key partners in Japan and Indonesia.
02/12/2019
UBS Forming Business to Service Independent Advisors
The decision of a conventional retail brokerage firm to expand from its core business of selling investment products through a captive brokerage force signifies the attractiveness of the independent advisory model to many advisers with large practices