03/27/2018
Momentum Wealth and Provisca part company
Guernsey-based platform Momentum Wealth International is bringing its marketing and distribution back in-house and has ended its contract with Provisca, which had been providing these services.
03/27/2018
Deutsche Bank sells off another private banking business
The leading financial institution in Northwest Spain, with 640 branches and more than 4,600 employees.
03/26/2018
Churchill was right: We make a living by what we get, but we make a life by what we give by Penny Lovell
The poet Philip Larkin put it so beautifully: “The trees are coming into leaf/Like something almost being said.”
03/26/2018
Lady Ballyedmond still tops NI rich list at £1.6bn
She is a director of Norbook Laboratories alongside sons Edward, 38, a former barrister, and James, 37, a doctor and visiting lecturer at Ulster University.
03/26/2018
This 220-Year-Old German Bank’s Considering a Robo-Adviser for Companies
According to the consultant, there are currently around 40 robo companies in Germany.
03/26/2018
IBERIABANK wraps up Gibraltar Private Bank & Trust acquisition for $220m
As part of the deal, Gibraltar Private Bank & Trust president and CEO Angel Medina, Jr. will join IBERIABANK as executive vice president and director of private client services.
03/25/2018
UBS said to seek purchases of wealth management assets
03/23/2018
The firm’s 15,200 advisors will receive no commissions for the Goldman loans, according to LPL.
03/23/2018
With the industry size growing, the right talent needs to be groomed to be up to the task of managing ever-changing requirements from clients, he stresses.
03/23/2018
Offering price for partial float of fund management business is toward lower end of range
03/23/2018
In an exclusive interview with Money Marketing, SJP chief investment officer Chris Ralph reveals how the largest UK wealth manager selects fund managers, how it decides when to replace them, and how it deals with their mistakes.
03/23/2018
Following completion of the transaction, CGOV partners and key employees will be joining Fiera Capital
03/23/2018
Ralet said this team will expand soon with the arrival of a CFO, CIO and a quantitative analyst.
03/23/2018
We found that, although much can be done to maximise the chances of a successful business exit, few entrepreneurs took the time to understand what precisely they need to do.
03/22/2018
The strengths and vulnerabilities of New Zealand’s main trading partners’ economies have been a key focus at a major investment conference in Auckland today.
03/22/2018
Once again Wealth Manager has selected the rising stars of the UK private client investment management industry.
03/22/2018
Capturing market opportunity, managing exposures, and achieving business objectives for growth require a nimble operational infrastructure that can easily adapt to the ever-evolving investment market. Read on for the top concerns worrying money managers a
03/22/2018
Financial assets under management of $131.9 billion increased 56% over February 2017
03/22/2018
Advice businesses are cautious about new technology
03/22/2018
The Swiss bank repeatedly was mentioned as a potential buyer of the rival bank.