Suntera Granted Fund Administration Licence in Jersey
The new licence complements the group’s existing fund administration capabilities
Wealth and Asset Management
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Mattioli Woods completes private equity firm buyout
Wealth manager buys PE business
Chase de Vere reports 2.5% profit increase in pandemic year
Chase de Vere said it did not furlough any of its employees during the pandemic and its sole focus was on the wellbeing of its clients and its employees.
Raymond James opens Cheshire office for Investec duo
Audrey McKinstry and John Simpson worked together at Investec W&I for over two decades.
UBS Advisor Melissa Corrado-Harrison Named to the Barron’s Top 100 Women Financial Advisors List
Her success is a result of her unyielding commitment to provide the highest level of expert financial advice and customized service to her clients
Carey Olsen shortlisted for three STEP Private Client Awards
The awards, which are widely recognised as the most prestigious in the private client and wealth management industry, look to highlight excellence among private client lawyers, accountants, barristers, bankers, trust managers and financial advisers.
I&M targets high-net-worth clients with wealth management unit
It will also offer offshore Investments in collaboration with Bank One Mauritius, which like I&M Bank and I&M Capital is a subsidiary of I&M Group.
What does the future hold for the Irish wealth market?
High net worth investors are demanding a wider choice of products and more transparent costs and charges
Lack of adviser businesses up for sale
Looking at latest figures from the Financial Advisers Register (FAR), 112 advisers exited the market in the week ended 25 June.
HSBC Names Regional Fund Selection Head
In her new role, which combines Wong's responsibilities, Lim will oversee discretionary, funds and ETFs in Asia.
The latest on JPMorgan's big wealth-management plans
The bank this month also said it's buying UK robo-advisor Nutmeg, which oversees some $4.9 billion for around 140,000 investors
Pictet's Laurent Ramsey: «It Didn't Even Take Three Seconds»
Nobody thinks that any one of us is extraordinary but as a whole, we are relatively strong.