02/04/2022
Morningstar Launches Wealth Management Solutions Group
New business unit, fortified with newly hired executives, unites capabilities across Morningstar
02/04/2022
These awards confirm our position as a major player in wealth management and recognise our local, bespoke service.
02/04/2022
Union Bancaire Privée, UBP SA (“UBP”) announced today that it has onboarded its first Article 8 strategy on its alternative UCITS platform.
02/03/2022
Ask him about the history of the bank he’s helmed since 2016.
02/03/2022
Luxembourg-based private equity firm buys 68% of asset manager
This transaction is expected to be completed in Q3 2022
02/03/2022
This is the latest recognition of Ogier's breadth of expertise across multiple locations and teams.
02/02/2022
Thanks to the relentless work of our staff, we are entering the final year of our three-year strategic cycle from a position of strength and already gearing up for future growth opportunities.
02/02/2022
Individual investors are increasingly seeking ways to invest in private markets and we are pleased to partner with iCapital and Allfunds to make Carlyle funds available to them.
02/02/2022
The wealth management landscape is an increasingly competitive one.
02/02/2022
Although the requirements are designed to ensure EU and EEA workers have a legal right to work in the UK, all employees’ right to work should be established and recorded.
02/02/2022
This acquisition reaffirms Schroders strategy to provide clients with the highest quality solutions for their pension needs.
02/02/2022
The subsidiary of the Geneva banking group of the same name operates through local operational business units in Switzerland, France, Great Britain, the Benelux countries and Germany.
02/01/2022
Tilney Smith & Williamson agrees terms for prestigious new Belfast office
Tilney Smith & Williamson will occupy part of the 13th floor of the building, which enjoys spectacular views of the city and is a short walk from City Hall and the main transport hubs.
02/01/2022
UBS's fourth-quarter 2021 results
2021 net profit of USD 7.5bn, 17.5% return on CET1 capital
02/01/2022
Schroders subsidiary creates adviser academy
As it partners with training specialists Redmill Advance to deliver programme
02/01/2022
Accuro London expanding its offering to regulated Trust & Fidiciary services
The appointment of Rebecca Hone, as a Chief People Office, underlines the growth agenda and the importance of people.
02/01/2022
Schroders Capital completes acquisition of Dutch real estate investment specialist
The acquisition is expanding Schroders Capital’s client offering in a key European growth market.
02/01/2022
The sale reflects Danske Bank's efforts to simplify its organisation and supports its strategy of focusing on its Nordic home markets.
01/31/2022
The restricted advice giant is rebranding to ‘reflect the business we are and the people we represent’.
01/31/2022
Inflexion hired bankers to undertake a review of options for the business, according to Sky News at the time.