12/23/2020
WH Ireland seals £7.8m boutique buy
This transaction strengthens the Company’s senior leadership team
12/23/2020
This transaction strengthens the Company’s senior leadership team
12/23/2020
This makes Round Hill the largest new IPO by an investment trust this year.
12/23/2020
CEO plans expansion in lucrative niches of banking business
12/23/2020
Understanding what level of risk clients are willing and able to tolerate is key when building portfolios.
12/23/2020
A lot of advisers in the sector are ‘screaming out for new products’, says CEO
12/23/2020
The bank said that the high number of cases and lockdown measures come at the worst time for many SMEs.
12/23/2020
The funding allows us to hone in on these opportunities.
12/22/2020
Surprising findings from a Broadridge investor survey show how Covid-19 is deepening the bond between financial advisors and their clients.
12/22/2020
Legacy of the Lockdowns
12/22/2020
The Global Islamic Equity Fund will invest in a range of equities within the Dow Jones Islamic Equity Index.
12/22/2020
Van Lanschot Kempen expects to complete the integration of Hof Hoorneman Bankiers clients, employees and investment funds by the end of 2021.
12/22/2020
It is estimated that the overall wealth management market comprises about 12,000 advisory firms, of which almost 3,000 are owned by principal owners already in their 60s, or turning 60 in the next couple of years.
12/22/2020
IQ-EQ is up for the title of ‘Trust Company of the Year’ for both Hong Kong & Singapore and Guernsey for the second consecutive year.
12/22/2020
The person would be in charge of developing and expanding the institution’s business within the Wil and Toggenburg areas.
12/22/2020
Their advice is focused on helping family specialists and their clients navigate the divorce process though the often-combined service of a financial planner and investment manager.
12/22/2020
Deal adds around £500m in assets under management
12/22/2020
This macro reflation scenario has been confirmed week after week by economic data and is supported by the promise of ongoing accommodative support from central banks.
12/21/2020
Thomas Gottstein seeks to move on from a year that began with corporate spying scandal and was punctuated by legacy issues
12/21/2020
A private bank in Luxembourg provided special treatment, including advice on how to attack Qatar’s financial markets.
12/21/2020
Both companies are going through a period of change and it simply wasn’t the right time.