02/19/2019
From questionable corporate incentives to excessive risk-taking, there were plenty of red flags that should have warned asset managers of the impending financial crisis in 2008.
02/19/2019
These vehicles are traditionally structured as limited partnerships aimed at institutional and ultra-high net worth investors, says Tilney managing director Jason Hollands.
02/18/2019
Falcon will continue to provide custodian services to its UK clients, whose wealth management needs will be served by Dolfin upon completion of the transaction.
02/18/2019
Changing fund structure
02/17/2019
Tax and privacy concerns result in an ‘image problem’ for planning structures
02/17/2019
The move will likely see Goldman position Nutmeg alongside its retail savings platform Marcus.
02/15/2019
Our business has undergone substantial change over the past 3 years
02/15/2019
The branch is led by Olivier Machet and offers investment products in convertibles, high yield corporates, short-term credit, dividends futures, credit allocation, optional overlay and long/short multi-strategies.
02/15/2019
The worst case Brexit scenario is widely believed to be a ‘no-deal’ departure, which would probably see sterling and UK government bond yields drop sharply.
02/14/2019
Credit Suisse completed at the end of last year its three-year restructuring program.
02/14/2019
Credit Suisse lost about $60 million late last year after it was left holding shares in luxury parka maker Canada Goose Holdings Inc, people familiar with the matter said last month.
02/14/2019
The consolidator’s model is to attempt to keep staff at existing advice firms on when they are acquired.
02/14/2019
Liechtenstein is slowly carving a role in the Asian wealth management space, boasting two players who are starting to make waves whilst others have already left the stage
02/14/2019
The latest acquisitions, as well as the recent acquisition of Innovate Financial Planning in Edinburgh, will see Progeny’s national headcount double and increase the group’s assets under advice, now well over £1bn.
02/13/2019
Nicolas Moreau's Ladbroke Advisory will work with asset managers and fintechs on strategy and new products
02/13/2019
A dedicated project team from Multrees worked closely with Saltus so that the business could select exactly which services were right for them.
02/13/2019
New figures from Fairstone, released at its annual conference in Newcastle, also show 11 per cent outperformance across its entire portfolio of acquired businesses
02/12/2019
Portugal's Banco Best and Luxembourg-based platform Fundsquare said in their statement after the test that it had showed cross-border distribution over blockchain was "more efficient, scalable and timely in processing."
02/12/2019
It proposed an unchanged dividend of 2.10 francs per share.
02/12/2019
The gala evening brings together industry leaders to recognise outstanding practitioners in the Swiss and international private banking