09/06/2019
TMF Group expands fund services through Channel Islands acquisition
Mark Weil, CEO of TMF Group, said: “We are excited to be growing our fund administration business
09/06/2019
Wealth manager creates 'super' southern office
'To support clients'
09/06/2019
The City watchdog pledge action against any company it found did not treat vulnerable customers fairly.
09/05/2019
The FlowStone Opportunity Fund will invest in a mix of secondaries, primary investments, and co-investments and will be diversified across several important metrics, including underlying manager/investment strategy, vintage year, sector and geography.
09/05/2019
Forth Financial will keep its branding and joint director Tom O’Neill is set to retire from the business.
09/05/2019
Once a global wealth management powerhouse, DBWM no longer sits in the top 10 when it comes to AuM or stature.
09/05/2019
Tindle Wealth Management has started a dedicated ‘Professionals Program’ for young high earners.
09/04/2019
New York-based Tiedemann Advisors is partnering with Switzerland's Constantia Partners to target clients in the EU and Middle East
09/04/2019
The merger valued each Miton share price at 56.74 pence, combining the market value of the equity of 51.84 pence and a special dividend of 4.9 pence per Miton share for Miton shareholders.
09/04/2019
As previously announced, the Company is in final stages of due diligence with a major institutional provider of growth capital
09/03/2019
The deal has been undertaken with the support of Palat.ine Private Equity LLP
09/03/2019
Chris Sykes, mortgage consultant at Private Finances, said: “Since a large proportion of sophisticated, high-net-worth borrowers have [complex] income profiles, these individuals are often having to look elsewhere when attempting to acquire property
09/03/2019
Reduced client fees by £3.1m
09/03/2019
Greece really is a treasure chest in the heart of the Mediterranean
09/03/2019
This solid performance across the key metrics of the business is further bolstered by new half year figures for 2019, which show continued momentum.
09/02/2019
A study from Netwealth on women's attitudes to wealth concludes the industry must up its game to appeal to a new demographic of clients
09/01/2019
Between the start of the strategic partnership in June 2013 and 30 June 2019, Kairos’ assets under management more than doubled to over EUR 9 billion.
09/01/2019
Tilney’s buying spree is also a fight for survival
08/29/2019
The segment is a source of booming revenue for LGT.
08/29/2019
Aberdeen Standard's move could benefit investors if it works out cheaper than the previous deal.