06/30/2017
Family offices - a market in the dark
Around a hundred bankers, lawyers and economic advisors took part.
06/30/2017
Around a hundred bankers, lawyers and economic advisors took part.
06/29/2017
Previously the unit offered a separate, stand-alone service to wealthy clients.
06/29/2017
Assets under management rose 41% to £819 million, while headcount rose from 90 to 112 over the year.
06/29/2017
Harwood is growing through a mix of both organic growth and acquisitions.
06/29/2017
Wealth management assets climb £49bn in a year
06/29/2017
Simple, automated and real-time integration with other B2B and B2C applications
06/29/2017
The firm has previously set its sights on £1 billion of assets.
06/27/2017
Tavistock said it has expanded its fund range following demand from clients for asset-specific portfolios.
06/27/2017
More than half of the wealth managers failed to provide a breakdown of costs even after SCM Direct pressed them for further details.
06/27/2017
In April Frenkel Topping, which specialises in advice on clients who have had personal injury pay-outs, put itself up for sale.
06/27/2017
It says a lot about the man who then went on to lead an MBO of wealth manager Lawrence Scoffield.
06/27/2017
Roland Berger mapped out the net revenues as a share of AuM for several of the globe’s largest players.
06/27/2017
Norway is right to object to companies with few voting rights winning equity-index status.
06/27/2017
It’s very broad, very competitive and I’d be surprised if there were more in any other city outside London.
06/27/2017
They won’t legally remain Deutsche Bank staff and instead become employees of Deutsche Asset Management.
06/26/2017
The Zurich-based company now aims to expand abroad and has opted for Germany to take a first step outside of the Swiss home market.
06/26/2017
Minister for Commerce, Albert Isola, believes the event will be a thoroughly worthwhile experience
06/26/2017
Managing director of RBC's Americas private wealth team Martin Heale will head Schroder Wealth Management (US) team when he joins the firm in August.
06/26/2017
The former sees challenges ahead with finding pockets of value, while the latter traces his success back to a childhood foray into the stock markets.
06/26/2017
Make WMPartners into Switzerland's largest independent asset manager.