10/31/2019
“We are delighted to have effectively doubled the number of clients under the Rhodes Wealth Management umbrella overnight and are happy to be a part of such a knowledgeable and friendly team."
10/31/2019
During the quarter, the French-headquartered global custodian recorded a number of key mandate wins, boosting AUC and revenues.
10/30/2019
Our strategy of the last few yearshas progressively created a stronger and more resilient business
10/30/2019
Lincoln Peak Capital Purchases Minority Equity Interest in RWC Partners
10/30/2019
Helping our clients achieve their objectives ultimately ensures that we create value for our shareholders.
10/30/2019
A Christmas election carries its own particular risks; for one thing, many of the usual venues are already booked for Christmas parties and pantomimes – surely a gift for headline writers across the land.
10/29/2019
More than half of investors (52%) said that politics and world events such as Brexit and trade wars would impact portfolio performance over the next 12 months.
10/29/2019
The Edinburgh boutique bank reported 48 per cent year-on-year income growth in half-year results released in August
10/28/2019
We reveal the first 25 names in alphabetical order from our annual survey on the most influential people in fund selection across the private client industry.
10/28/2019
Financial advisor practices across all wealth management channels and business models need to scale family office-like services to their clients across all wealth spectrums.
10/28/2019
Of the 18 deals announced so far this year, the average size has tumbled to just $121m
10/28/2019
The Entrepreneur & Family Office Services business line therefore offers specific expertise in areas such as corporate banking, private banking, credit, wealth planning, legal advice and portfolio administration and management.
10/25/2019
‘There are plenty of opportunities, most of the life companies have died’ says former Thesis director
10/25/2019
But Mediobanca CEO Alberto Nagel, who is due to present a new business plan on Nov. 12, told a conference call that his growth strategy was based on organic assumptions.
10/25/2019
Barclays had previously announced it expected to incur £1.2bn to £1.6bn in PPI-related costs.
10/25/2019
A Sweden-listed whisky fund is to try and raise capital from UK wealth managers and family offices
10/25/2019
Historically, responsible investors have tended to focus more on equities than on fixed income
10/25/2019
Underpinning Succession’s ongoing focus on profitable, nationwide expansion and integration of large-scale businesses
10/25/2019
Gareth Parsons: Our latest research report looks at the challenges and emotions associated with passing on wealth.
10/24/2019
With almost three decades at Coutts between them and senior positions at two major private banks Samik Mukherjee and David McLellan decided to take a chance on going solo