06/17/2022
The initiative will specifically focus on the environment: climate mitigation, climate adaptation, and the protection of water and biodiversity.
06/15/2022
The group is aiming to hit £15bn in AUM by 2024, and has so far exceeded its organic growth target of £1bn per year, delivering £1.7bn in the first 12 months.
06/15/2022
Following the acquisition, Kingswood said now has about GBP7.0 billion under advice or management, compared to GBP7.2 billion on February 21.
06/15/2022
ZAS’ clients will now benefit from access to Apex’s single-source solution, including services such as Global Compliance Solutions, ESG Rating, Reporting & Advisory and Digital Banking.
06/14/2022
The new name reflects that the business is now one firm with a single purpose, which enables it to offer a broader, integrated offering to all clients.
06/14/2022
Europe moves past Asia Pacific to second place in growth rate, fueled by a recovering economy in Europe and slowing growth in Asia Pacific; 70% of HNWIs globally have invested in digital assets and currencies