11/21/2018
Cape Town-based Carrick Wealth yesterday announced the launch of its Departure Enrichment Agreement (DEA), a programme that it believes will benefit the wider financial services sector.
11/21/2018
Solaris will operate as a subsidiary of SMP Partners (Cayman) Limited with its own dedicated team
11/20/2018
The hires come after Crestone last month handed down a 16 per cent increase in revenue to $97.9 million and earnings before interest and tax of $9.8 million for the 2018 financial year.
11/20/2018
Assets under management at CHF 395 billion – Net new money growth close to 5% – Drop in client activity in Q3 affecting gross margin and cost/income ratio – Enhancing focus on core markets and reducing complexity
11/20/2018
Martin Pelletier: The banks are now using the disruption in the industry to increase their market share by consolidating the independents
11/20/2018
The combined resources and expertise of Signature and Brown Advisory will enhance the platform for our industry-leading multi-family office service.”
11/20/2018
Over the coming months, the Minerva business will fully rebrand to JTC and Minerva and JTC staff will be brought together in a number of key locations.
11/20/2018
The firm runs a national partnership of 38 advice firms, which it hopes to grow to 45 by the end of the year.
11/20/2018
St. James’s Place is a leading wealth management firm specialising in delivering face-to-face wealth management advice for individuals, companies and trustees.
11/20/2018
Thesis Research and Consultancy Service (TRACS)
11/20/2018
Earlier this month the group’s CEO Alexander Friedman stepped down and David Jacob was appointed as interim CEO.
11/20/2018
The number of jobs wasn't disclosed, and appears to be as yet unclear due in part to U.K. labor law.
11/19/2018
Mr Murphy’s brother in law Damian Pike, who was previously in charge of business development at logistics specialist DHL, has been brought in to run the advisory arm
11/19/2018
Acumen has completed the takeover of Wyre Investment and Financial Management, taking on two staff, 400 active clients and funds under management of around £40m
11/19/2018
Through diversification of exposure, clients would be able to reduce overall risk while maintaining meaningful exposure to equity market performance.
11/16/2018
Global markets have been rocked lately by inflation concerns, the simmering trade war between the United States and China, and worries that Britain will leave the EU on March 29 without a trade deal.
11/16/2018
BOC is the first among the big four state-owned banks to make the move, announcing it will invest US$1.44 billion in the plan
11/16/2018
Switzerland has a broad range of relationships with China and has been a reliable partner to China and its companies even before the conclusion of the free trade agreement in 2013.
11/16/2018
The bank also said that it will continue to invest in talent and seek to grow revenue in wealth management and investment banking.
11/16/2018
SJP argued the main features and benefits of EIS were outlined in the fund fact sheets but Mrs H said she hadn't been given any sheets at the time of the meeting.