Gresham House completes purchase of Appian Asset Management
The business is already a significant investor in forestry asset management in Ireland.
Wealth and Asset Management
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Review of the week: Reaching for the heavens
Virgin Galactic pushes the frontiers of tourism yet higher with a successful passenger shuttle flight into the mesosphere. Miles below, COVID-19 continues to spread.
JTC Shortlisted for Three Private Equity Awards
The Drawdown Awards celebrate excellence and innovation within private capital fund operations.
Exencial Wealth Advisors Partners with First United Bank
Leading RIA receives a minority investment from one of the nation’s largest community banks, expanding and deepening its service offering for clients
Spacs: From Cocks of the Walk to Feather Dusters
There has been a reality check after all the hype about special purpose acquisition companies, and in Switzerland the troops have been stood down.
The growing popularity of Foundations in Africa
The most common vehicle used in estate planning is a Trust, a structure derived from the common law concept.
SJP merges UK funds as it looks to create 'building block' offering
Majedie removed as fund manager
Business Processes: A key success factor for modern wealth managers
Firms are more likely to succeed if they have well-defined objectives and capabilities, and are able to manage costs while investing in transformative technology.
Edmond de Rothschild plans acquisition in London
François Pauly told L’Agefi that despite Brexit, the expected 'bloodbath' has not occurred.
Swiss private banks: no underperformers
But there are the exceptions that hold their own very well in the market - which is reflected in the share performance.
Colony Group Agrees To Acquire $2.8B AUM Investment Manager
After closing on the M&A deal, Colony will have a total of 16 offices nationwide and over 275 team members.
AMP sells AMP Capital GEFI business to Macquarie
The transaction delivers on the previously announced strategy for the AMP Capital public markets business to increase the scale of GEFI through partnerships or sale.