06/17/2021
Wealth and investment management group continues acquisition spree with £4m deal
Our focus on enhancing the client experience is paying dividends and I am delighted that we now have approaching £200m in our internal MPS.
06/17/2021
Deutsche Bank rolls out four strategic income funds across Europe and Asia
The SAA funds have total assets under management over 3.5 billion euros as at June 11, 2021.
06/17/2021
The Paris office has just won the "Best Specialist Private Bank" award from Leaders League.
06/16/2021
Julius Baer donates $1.4 Million to support COVID-19 relief programmes in India
The funds will be utilised by its NGO partners to support vulnerable families and households with ration kits, mass screening and vaccination programmes, as well as food and health protection initiatives for the elderly and migrant labourers.
06/16/2021
BNP Paribas Suisse suffers CHF 360m net loss in 2020
This compares to a CHF 13.9m loss in 2019.
06/16/2021
Global Market Insights by WHIreland Wealth Management
Inflation targeting has been very successful over the past two decades and there is a high level of public confidence that inflation will remain under control.
06/16/2021
D1 Capital Partners makes USD150m investment in Addepar
Addepar, a technology platform for wealth management, has raised USD150 million from D1 Capital Partners at a pre-money valuation of USD2 billion as part of its Series F financing.
06/16/2021
Wealth management giant partners with professional golf association
The partnership affirms The PGA’s mission to improve the personal and professional lives of its Members, whilst supporting the shared vision of being the best and most reputable organisations in their respective industries.
06/15/2021
‘More and more clients want to express their values through their savings and investment choices’
06/14/2021
Ares Management and Maven Capital Partners back acquisitive new business
Titan Wealth Holdings looks to grow assets under management to £20bn-£30bn over next 5 years
06/14/2021
The Quilter brand originates with the group’s discretionary investment management business, Quilter Cheviot.
06/14/2021
UBS Remains in Race for Dutch Asset Manager
The other firms which had expressed interest in buying – including Allianz, Generali, and The Royal London Group – have retreated.
06/14/2021
Johnston Carmichael Wealth teams up with City firm Square Mile
Clients will be assessed as part of an in-depth consultation process to determine their suitability.
06/14/2021
Robert Christie, Partner, will be joining a panel of experts at a BPP 2021 Family Office & Private Wealth Management forum.
06/13/2021
Insurer remains part of the bidding process and has designs on the disgraced stockbroker’s wealth management arm
06/11/2021
A primary focus of our business is to provide advisers with robust investment solutions to closely meet their clients’ needs, drawing on our in-depth, qualitative fund research.
06/11/2021
The wealth manager launched a decumulation service for clients in drawdown in April 2019.
06/10/2021
A 237-year pedigree and four Jersey staff helps make a trillion-pound business
Peter Body talks to Mike Rothwell, the director of a Jersey subsidiary of one of the biggest financial institutions in the world
06/10/2021
City tycoon targets Hargreaves Lansdown with new investment platform
Plans to take on the likes of AJ Bell and Hargreaves Lansdown with the new service, Sky News learns.
06/10/2021
Online trading group plans expansion into wealth management
“We have been encouraged by the growing interest in equities, not just because of the ‘meme’ stocks, also because of the drive towards tech stocks as well,”