True Potential eyes $2bn SPAC – reports
Wealth manager also considering sale
Wealth and Asset Management
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Quilter to make hundreds more redundant
Sources close to the company told City A.M. the redundancies have so far taken place in waves, making it difficult to know exactly how many people have been let go.
Advisor Group adds four financial professionals
Advisor Group, a US network of independent wealth management firms, has recruited four independent financial professionals who oversee a collective USD259 million in total client assets to its platform.
BBVA Switzerland’s digital assets solution launches next week
One of the main advantages the bank is promoting is the ability to see bitcoin holdings in its investment app alongside other conventional investments.
Informa Connect to Launch the Wealth Management EDGE Experience
EDGE, a new event experience for advisors and industry leaders, will re-define the role of conferences for wealth managers and accelerate the growth of the community
Schroders’ Group CEO included in Glassdoor’s Top 50 UK CEOs in 2021
The Employee Choice Awards recognise the Best Places to Work and Top CEOs, using solely employee feedback to determine the winners.
Wealth and investment management group continues acquisition spree with £4m deal
Our focus on enhancing the client experience is paying dividends and I am delighted that we now have approaching £200m in our internal MPS.
Bäch wealth manager partners with energy efficiency boutique
SSI Wealth Management will offer its clients a wider range of sustainable investments through Carnot Capital.
Deutsche Bank rolls out four strategic income funds across Europe and Asia
The SAA funds have total assets under management over 3.5 billion euros as at June 11, 2021.
CI Global Asset Management Announces Portfolio Management Changes
CI GAM is appointing portfolio managers with specialized expertise in those sectors and extensive experience in managing other mandates in those asset classes, as shown in the table below.
BNP Paribas Suisse suffers CHF 360m net loss in 2020
This compares to a CHF 13.9m loss in 2019.
Generational wealth must move with the times, says our new Head of Private Wealth
She has been strengthening their private wealth offering ever since