01/14/2022
The acquisition, completion of which is subject to regulatory approval, will expand Highvern’s offering across the Channel Islands and signals a strong commitment to and investment in the Guernsey marketplace.
01/14/2022
Global financial services firm seeks Asia wealth expansion
He said the focus would range from investments to credit, estate planning, succession planning, and tax planning.
01/14/2022
Adam & Co sale to be finalised in July, with clients in process of being lured to the RBS wealth management division
01/13/2022
Deloitte's recent study in conjunction with ESI ThoughtLab – Wealth and Asset Management 4.0 – show that 40% of clients now say digital access has greater importance in decision making.
01/13/2022
Total Group FUM at £17.3 billion (30 September 2021: £16.8 billion; 30 June 2021: £16.5 billion)
01/13/2022
How does our strategy capture well-suited fallen angels while avoiding potential falling knives?
01/12/2022
Harvesting the Power of Data and Technology
01/12/2022
China's wealth management market reached 27.9 trillion yuan ($4.4 trillion) as of September last year
01/12/2022
But this year’s print guide – which you can buy here – is different in one very important respect: it includes more profiles than ever.
01/12/2022
As part of the changes, Gregor Korte and Jens Jüttner will also join the management of the holding company.
01/11/2022
Our market leading investment team, which combines fundamental credit analysis, systematic capabilities and crossover experience, is committed to capture these opportunities and generate attractive returns for our clients.
01/11/2022
Update for the year ended 31 December 2021.
01/11/2022
The bank is looking at deals in "wealth distribution in Europe to enhance our European and global wealth franchise," McKay says.
01/11/2022
Net outflows were at GBP87 million, the company added.
01/10/2022
Global corporate services provider buys UK trustee firm
This acquisition, which follows the acquisition of Inside Pensions in 2021
01/10/2022
He said of his move: "In the coming years, the growth of crypto-financial services will continue to accelerate in Europe and globally. We anticipate key shifts in regulation, client expectations, and technology.
01/10/2022
The multi-family office recorded a profit of £9.6m compared with a loss of £1.5m in 2020.
01/10/2022
Company is now serving expats in the States and Americans in Britain
01/07/2022
Peel Hunt expects Rathbones to reap the rewards of last year’s £150 Saunderson deal, fuelling a potential 29% rise in its share price.
01/07/2022
The deal, which was brokered by Gunner & Co, was Elevation's the fourth acquisition in 2021.