12/23/2019
As adviser to the ultimate buyer, Mirabaud has demonstrated its due diligence, professionalism and its ability to facilitate the execution of a complex transaction in a timely manner, a key challenge in today’s real estate world.
12/23/2019
The Harwood Board therefore unanimously recommends that shareholders vote in favour of the resolutions relating to the Acquisition.
12/20/2019
Mattioli Woods has added £65 million to its coffers through the £1.6 million purchase of Turris Partnership for £1.6 million.
12/20/2019
Turris Partnership in Glasgow is taken over by UK-wide operator Mattioli Woods
12/20/2019
Formed in 2017, the principals of the firm are Keith Gregg and Derek Bruton.
12/19/2019
The Magic Circle Awards aim to celebrate the elite of the private wealth industry.
12/19/2019
The annual Magic Circle Awards identify the best advisers and managers in the global private wealth industry.
12/19/2019
So far, the Fund has been subscribed to by almost 3,000 clients of Fideuram - Intesa Sanpaolo Private banking networks.
12/19/2019
Today, many managed portfolio services have large teams of researchers monitoring funds and providing support to their investment managers – as a firm, we have more than 50.
12/18/2019
Since both funds’ investment processes had converged, and in order to allow investors to benefit from economies of scale with a larger pool of assets, Mirabaud has made a proposal, which has been accepted by its investors, to merge the two ESG Conve
12/18/2019
Northern Trust will provide global custody, fund administration, transfer agency, depositary, and company secretarial services for the Storebrand funds in Luxembourg.
12/18/2019
Pre-tax losses at Netwealth increased to £5 million to the end of March 2019, up 24% from just over £4 million last year.
12/18/2019
The majority of the day will be spent on building relationships, which should help with raising referral rates.
12/17/2019
The company posted an operating profit of £7.6m for the year to the end of September 2018.
12/17/2019
Some technologies which are used in very specialised circumstances today could be seen much more widely in ten years.
12/17/2019
Monetary policy remains remarkably generous, which is one of the things boosting both bonds and stocks.
12/17/2019
Expanding Chartered Financial Planner firm Fairstone has acquired nearby North East wealth manager Chilli Financial.
12/16/2019
The exercise represents CEO Philipp Rickenbacher’s first major imprint on Julius Baer’s strategy since taking the helm three months ago.
12/16/2019
St James's Place has defended its charging structure after a year at the receiving-end of media and industry scrutiny.
12/16/2019
Santander UK has launched a model portfolio service (MPS) for private banking clients with fees ranging from 1.5% - 1.95%