AFH-owned insurance broker enters liquidation
The insurance broker remains authorised and regulated by the FCA.
Wealth and Asset Management
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Necessity is the mother of invention – how wealth managers need RegTech to navigate marketing and sales compliance
In addition, operating in multiple jurisdictions means there are decisions to be made over whether to take a broad-brush approach and apply the strictest regulatory regime to all products
Swiss Investment Banks Make Strong Showing in APAC League Tables
In the same category, Credit Suisse ranked nine, up from fourteenth a year earlier.
UBS Considering Single Wealth Management Head
It additionally indicated that the step would also potentially set him up to succeed current UBS chief executive Ralph Hamers, although no final decision has been made yet.
Financial services group buys Hong Kong wealth manager
Acquirer’s goal ‘is to make a positive impact on society’
The UK’s new wealth management landscape
The deal is the largest in a wave of consolidation that has swept through the UK’s wealth management industry.
UBS Weighs Elevating Iqbal Khan to Sole Wealth Management Head
After surpassing the $3 trillion mark in assets under management, the Swiss lender under Hamers is counting on greater use of digital technology to boost cost savings and increase business with the world’s wealthy.
Wealth and asset management transformation: a technology balancing act
Multi-service firms looking to consolidate their operations and technology usage need to solve for the unique needs of both businesses and strike the right balance
Zuger Kantonalbank achieves a strong half-year result
Despite geopolitical tensions, inflationary pressure and volatile financial markets, Zuger Kantonalbank can look back on a successful first half of 2022.
Raimondi's Dakota Wealth Management makes Montana RIA buy
The transaction marks the first expansion for Dakota, which is based in Palm Beach Gardens, Fla., out of the eastern time zone.
Evelyn Partners adds to Cambridge financial planning team
Catherine Glennon will join Evelyn Partner’s Cambridge office from Tees Financial, the Independent Financial Adviser arm of regional law firm Tees.
Kingswood Acquisition Corp. and Wentworth Management Services LLC Announce Definitive Merger Agreement
The combined company will have a pro forma enterprise value of $208 million.