06/28/2021
HSBC sole European bank in global top ten listing for tenth year running
HSBC is the only European bank in the global top ten list for the tenth year running, according to the latest rankings from The Banker.
06/28/2021
Wealth Manager becomes first bank to automate ETF trading with Bloomberg Rule Builder
The strength of our solution is that it allows firms to deploy automation quickly and easily, by writing automation rules directly on the Bloomberg Terminal
06/28/2021
UK wealth manager open to M&A talks with advice firms globally
It is already ‘in exclusive due diligence on two potential deals in two international markets’
06/28/2021
How Raymond James is offering its radical employee plan
Extensive due diligence is carried out on every company that wishes to join Raymond James under any one of the four options available.
06/28/2021
Digital Mindset Moves into Mainstream
Some wealth firms were slow to embrace technology, but a combination of the Covid pandemic and regulation have ensured digital is now top of the private banking agenda
06/28/2021
Credit Suisse Takeover Fears Can Be a Good Thing
A deal would impose much-needed cultural change on the Swiss bank.
06/28/2021
Citywire A-rated Thomas Smith's Liontrust European Opportunities fund has been merged into the Liontrust European Growth fund.
06/28/2021
This marks the third time Lombard Odier has won an award.
06/28/2021
EY enjoyed a double scoop, also picking up the M&A Advisor award, while the Big Four giant received a highly commended score in the Wealth Management Thought Leadership category, behind winner BNP Paribas.
06/27/2021
Davy race narrows as Goodbody deal clears hurdle
US private equity firm Carlyle and Irish group Melior Equity Partners no longer in running
06/25/2021
Accuro accredited as a STEP Platinum Employer Partner
Accuro continues to demonstrate its commitment to learning and development which is championed from the top of our organisation.
06/25/2021
Value for money a priority for wealth managers’ clients
Lockdown has given customers the opportunity to scrutinise fees and charges
06/25/2021
Advisers launch a tech revolution to tap the wider market
Wealth managers create ‘hybrid’ services that combine low-cost digital advice with face-to-face options
06/25/2021
Ocorian, which has a presence in Bermuda, said the acquisition was part of its strategy to build its capital markets offering
06/25/2021
The Spear’s Wealth Management Index celebrates the most accomplished wealth managers in Britain’s HNW and UHNW segment of the Wealth Market.
06/25/2021
The Greensill Capital collapse, which was triggered when it suspended $10bn in funds used by the supply chain finance firm, also impacted.
06/25/2021
Companies take tentative steps to breaking traditional mould
06/24/2021
The deal came on the back of Fairstone having secured additional investment from global private equity house TA Associates.
06/24/2021
Macfarlanes advises on sale of wealth management firm
The sale, which remains subject to regulatory consent, is expected to close in the third quarter of 2021
06/24/2021
Rathbones has £60m war chest for further acquisitions
"We were fortunate that Ipiris, who previously owned it, were looking to sell.”