01/24/2020
The Lisbon office will focus on ultra-high net worth, high net worth and mass affluent clients in Portugal while also acting as a gateway for European individuals looking to invest in Brazil.
01/24/2020
The three months ended 31 December 2019 are referred to as “Q2 2020” throughout this document.
01/23/2020
Wealth, using artificial intelligence and machine learning, is resolving market issues through high-tech applications
01/23/2020
The topics of consolidation, regulation and innovation are front and center
01/23/2020
A joint venture between international family office services provider Crestbridge and Wyoming-based Willow Street will establish an enhanced proposition for clients.
01/23/2020
Assets under management reached CHF 140.3 billion
01/23/2020
Lender has already decided on 30% investment bank bonus cuts
01/23/2020
Both parties continue to believe that a merger of Tilney and Smith & Williamson represents a significant opportunity to create the UK's leading wealth management and professional services business and remain fully committed to the merger.
01/22/2020
All statements in this release relate to continuing operations over the five months to 31 December 2019
01/22/2020
Three themes offering alternatives for investors with a more conservative risk profile and offering solutions in lower volatility assets
01/21/2020
Quilter CFO on creating value through deal-making
Mark Satchel reveals in an interview how undertaking numerous acquistion and disposals helped him become the finance chief of the FTSE-250 wealth manager.
01/21/2020
As part of the transaction, UBS and Clearstream will enter into long-term commercial cooperation arrangements for the provision of services to UBS's Global Wealth Management and Asset Management business divisions
01/21/2020
The Dublin-based manager aligned its investment strategies with the SDGs from their inception
01/21/2020
Any purchase of Quilter would add to a flurry of take-private deals in the U.K., which could accelerate now after Boris Johnson’s election brought more certainty to the planned separation from the European Union.
01/19/2020
Accommodation can cost you dearly and you must find yourself a reasonable deal which suits your budget
01/19/2020
I’m excited to see what fantastic new charitable initiatives will be pursued by Sanlam employees in 2020 and beyond. Come to think of it, I think I might have 9 spare pairs of shoes to donate…
01/17/2020
The pan-European private banking group as a whole has been renamed “Quintet Private Bank.” KBL Luxembourg, the private bank in the Grand Duchy, has been rebranded as “Quintet Luxembourg” and KBL España as “Quintet Espa
01/17/2020
Following multi-agency pitch.
01/17/2020
This results in expected total group AuM of approximately CHF 132 billion2 as at 31 December 2019 compared to CHF 132.2 billion1 as at 31 December 2018.
01/17/2020
Peter Hargreaves is planning to set up a £100 million charitable foundation financed through shares in the stockbroker bearing his name.