06/05/2017
SGG Group completes acquisition of Cim Global Business
Together with Cim Global Business, SGG Group forms a leading investor services platform with over 800 staff and state of the art technology.
Wealth and Asset Management
06/05/2017
Half Year Profits Rise At AFH
Pre-tax profits were also up from £859,000 to £1.15m.
06/05/2017
Wealth portfolios bounce back into the black
The figures marked a return to the black for wealth portfolios after only the Cautious index delivered a positive return in April.
06/05/2017
“Dark horse” Deutsche is hiring again in Asia – “big egos” not wanted
Deutsche now wants to build after it avoided an exodus
06/05/2017
Standard Chartered launches brand campaign
Its acclaimed No. 1 position is well-established
06/05/2017
Canaccord Genuity Wealth Management reports $38.6 billion of assets
Excluding significant items, fourth quarter earnings per common share of $0.27
06/05/2017
Interactive Investor acquisition creates one of the UK's largest investment platforms
We are delighted that our acquisition of TDDI has received regulatory approval
06/05/2017
Financial Advisory Firms Struggle to Attract and Keep Young Talent
Demand is strong but wealth management firms are having trouble finding and keeping top performers, especially in the younger age bracket. A new report serves up some advice on changes the financial advisory industry can make to attract Millennials.
06/05/2017
Fraudsters target financial service provider's clientele
We urge the public to always be aware of such scams and be cautious not to fall prey to such individuals.
06/05/2017
Clients Think "Goals-Based Investing" Equals Performance
Investors aren't sure what "goals-based" investing means, asset managers can't turn data into sales and a study funds that the UHNW hide 25 percent of their wealth.
06/05/2017
UBS rebuilds in Brazil with acquisition of Consenso
The new wealth management operation will merge and be run by a combination of UBS management and Consenso founding partners.
06/05/2017
Among Millionaire Investors, Confidence Falls
The proposed federal budget was also cited as a factor, Financial Planning says.
06/04/2017
HNW Families Require Unique Approach to Fighting Cybercrime
Experts offer a three-step approach for HNW families that want to minimize cyber peril.
06/04/2017
Asset managers step up performance disclosures
Henderson and Premier change reporting methods after criticism of funds industry data
06/04/2017
HSBC and UBS staff among terror attack victims
Attacks at London Bridge across from the City of London left seven dead and almost 50 injured
06/02/2017
What every HNW needs to know about offshore trusts
The panel started with Hales, who gave a general introduction.
06/02/2017
Old Mutual Wealth completes buying UK wealth manager
Caerus consists of more than 300 advisers who are responsible for more than £4 billion of Assets under advice.
06/02/2017
Second acquisition in 48 hours completes £10m spending spree for wealth manager
The combined deals could eventually amount to more than £10m of investment on the part of the acquisitive AFH.
06/02/2017
Intertrust awarded best Independent Trust/Fiduciary Company
Our professional team is dedicated to providing quality and client-centric services to our private and corporate clients.
06/02/2017
Wealth Professional Awards winners revealed
Overall, the awards cut a wide swath across the financial industry, with winners in 20 categories drawn from all over Canada.