07/21/2021
As well as generating friendships among its client base, these digital sessions are a boon for Sanlam from a commercial perspective because when clients get together, they spend time discussing their finances, from pensions to tax to investments.
07/21/2021
WH Ireland has just been awarded corporate financial planning status by the CII.
07/20/2021
Global wealth firm unveils private client operation in Ireland
It was a ‘logical step’ for the business in its quest to ‘help more clients globally’
07/20/2021
2Q21 net profit of USD 2.0bn, 19.3% return on CET1 capital
07/20/2021
EFG International: Gold and Basel III
Many commentators believe that the price of gold will soon rise due to the implementation of new rules on banks’ capital requirements under Basel III.
07/20/2021
Blacktower to expand into UAE and Switzerland
As advice giant gears up to unveil its own investment proposition
07/20/2021
Syz launches family office with its ex-PB head
Syz holds a minority stake in the multi-family office in the Bahamas.
07/20/2021
Technologies such as robotic process automation (RPA), process mining, conversational AI, and automated decision-making can deliver real outcome improvements.
07/20/2021
This will include bolstering its intergenerational advisory and wealth planning capabilities.
07/20/2021
Customer loans in the period rose to GBP1.72 billion, up 12% from the first half of the previous year.
07/19/2021
‘Corporate Housekeeping’ - Re-domiciliation of Equiom Group Holding Companies
Established in the Isle of Man in 1978, Equiom now has a truly global footprint with 18 offices around the world and employs close to 600 staff.
07/19/2021
Union Bancaire Privée’s assets under management rise by close to 10% to CHF 161.1 billion
07/19/2021
Nick Train backs M&A-driven UK wealth sector for growth
Wealth management is a long-term portfolio theme for FGT
07/19/2021
We reveal the nominees for our UK fund group awards 2021.
07/16/2021
This follows the announcement earlier this week that The Group has secured corporate ratings from Moody’s Investors Service and S&P Global Ratings.
07/16/2021
The judges also observed clients' need for advice on liquidity and capital this year, through our Financing Advisory expertise.
07/16/2021
With the benefit of hindsight, we know that Investor Three – the Tiger – should have been the most successful in 2020, but we wished to understand how the numbers compared.
07/16/2021
The acquisition of this highly regarded private bank supports the growth of Rothschild & Co’s Swiss business
07/16/2021
James Hay will merge operations of Nucleus with James Hay Group to create one financial planning and retirement-focused adviser platform.
07/16/2021
The acquisitions are expected to complete shortly