02/15/2019
Wealth manager makes third acquisition in a week
Foster Denovo has also made a move in the UK M&A market with the purchase of a Kent-based firm
Wealth and Asset Management
02/15/2019
Coutts & Co reports impressive and defining set of financial results
Our business has undergone substantial change over the past 3 years
02/15/2019
Valentine's Day sexism row erupts as HSBC staff offered laptops 'for him' and kitchen appliances 'for her'
Special deal sparks anger from HSBC staff in Hong Kong and in London
02/15/2019
Rising Star Todd Set to Feaature at Citigold Wealth Management Canary Wharf Classic
He followed that up by beating Wales’ Elliott Devred to win the British U23 Open less than a month later, and he is hoping he can carry that form into the professional game.
02/15/2019
Indosuez boutique acquires Lugano firm
The acquisition has been approved by Finma and follows the acquisition of Banca Leonardo by Indosuez Wealth (Europe), which took place in April 2018.
02/15/2019
French boutique expands to Switzerland
The branch is led by Olivier Machet and offers investment products in convertibles, high yield corporates, short-term credit, dividends futures, credit allocation, optional overlay and long/short multi-strategies.
02/15/2019
Coutts views: Brexit vs China: Which one‘s the real bull in the shop?
The worst case Brexit scenario is widely believed to be a ‘no-deal’ departure, which would probably see sterling and UK government bond yields drop sharply.
02/14/2019
Bank of Singapore, Edelweiss Partner to Target Indian Wealth
Pact allows the firms’ clients to access each other’s products
02/14/2019
UBS Regional Boss Explains How to Prepare for the Great Wealth Transfer
Pierce doesn’t believe she’ll be doing all the mentoring herself
02/14/2019
Credit Suisse swings back to profit for the first time since 2014
Credit Suisse completed at the end of last year its three-year restructuring program.
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
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.