06/20/2022
Upcoming hikes would take the Fed well beyond its previous estimates of ‘neutral’ policy that neither stimulates nor curbs growth (in the mid 2% range), and the peak of the last hiking cycle, into restrictive territory.
06/20/2022
The acquisition builds on Lumin’s strategy of partnering with like-minded advisers who share the same high standards and commitment to client-centric solutions.
06/20/2022
Acquirer was set up last year by former CEO and CFO of Quilter Financial Planning
06/20/2022
In the Jersey Family Office division, Ian Ferguson and Rudi Bodenstein have been promoted to Partner.
06/20/2022
The Business Research Company’s Wealth Management Market 2022 - Opportunities And Strategies – Global Forecast To 2030
06/17/2022
Caledonia has owned 7IM for seven years, after acquiring the company in 2015 for GBP100 million.
06/17/2022
Firm says emerging markets and alternatives can achieve double-digit returns
06/17/2022
The initiative will specifically focus on the environment: climate mitigation, climate adaptation, and the protection of water and biodiversity.
06/17/2022
Both Santander and BNP Paribas Wealth Management left with two awards a piece.
06/17/2022
Follows £615m acquisition
06/17/2022
The unit will offer flexible capital solutions in private and sustainable assets for HSBC Asset Management institutional and wealth clients.
06/16/2022
It will be available to customers with a net worth between €1m-€4m
06/16/2022
Opens new Chichester office
06/16/2022
New generation of investors
06/16/2022
The firm plans to issue up to CHF 2bn in high-trigger Tier 1 capital instruments this year.
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
The Responsible Active and Blend portfolios also see the introduction of a new holding
06/15/2022
Anthony Kontoleon was removed from his post as global head of its equity capital markets syndicate in April, and is due to leave imminently after 28 years at Credit Suisse.
06/15/2022
It was usually managed by lifelong financial advisors who handled the portfolios and kept the investments ticking over from a discreet distance.
06/15/2022
The Financial Conduct Authority approved the change of control of RMG to AssetCo last month.