Grant Thornton sells Australian private wealth unit
Advisory firm Grant Thornton has agreed a deal to hive off its Australian private wealth business to Oreana Group.
Wealth and Asset Management
15393 articles found
Baillie Gifford climbs rankings in latest Boring Money customer value survey
The figures show Baillie Gifford rising from 15th to 4th in the latest quarterly rankings, with BMO also rising from 16th to 8th.
St James’s Place partner firms merge
‘We have come as far as we can with our current structure’
Large banks struggle to live by their values: Geneva WM AM head
Mathieu Saint-Cyr also shared what it is like to launch an equity fund in a market crash and why he thinks we are living in a new normal.
Huarong to Miss Second Deadline
The statement added that auditors need more time to finalize unspecified transactions though operations are stable and business lines are running normally.
StashAway to raise $25 million USD in Series D funding round led by Sequoia Capital India
This funding round will bring StashAway's total paid-up capital to $61.4 million USD and accelerate investment product and feature developments across its 5 markets.
Scotia Global Asset Management announces April 2021 cash distributions for Scotia Strategic ETF Portfolio and Scotia Index Tracker ETF
Investments in ETFs are not guaranteed, their values change frequently and past performance may not be repeated.
The Wealth Mosaic announces content publishing partnership with Managers of Wealth
The partnership between the two business will have multiple strands but is focused first on the distribution of technology and related content from TWM’s community through the various relevant news portals of Managers of Wealth.
More Pressure on Credit Suisse Overseer
Norway’s oil fund told the outlet it would vote against the reelection of five other board members, alongside Gottschling, including lead independent director Severin Schwan.
Review of the week: Earning favour
Company profits are bouncing back fast in 2021, but we are not out of the COVID cavern yet. If the virus remains unchecked in South America and Asia, it may weigh on global growth.
Phoenix Financial PR declared Financial Consultancy Firm of the Year
Our core focus on asset management, wealth management and private banking, alternatives and fintech, means we bring deep experience to the client table in our field of specialism.
Why Wealth Management Firms Must Improve Digitally in the Next Normal
According to Oliver-Wyman’s global world wealth report 2020, there has been a 7-10 fold increase in client engagement across all digital channels during the pandemic.