01/09/2024
Marking a new era in wealth management, this award-winning collaboration leverages Salesforce to redefine the wealth management landscape, showcasing a commitment to technological excellence and a customer first approach
01/09/2024
The transaction is subject to customary regulatory approval but is expected to complete by March 2024.
01/09/2024
Today, he oversees the management of over CHF 63 billion in assets.
01/09/2024
Finally, Société Générale Private Banking Suisse makes all of its expertise and its offering available to independent wealth managers (IFMs) and their clients.
01/09/2024
Succession Wealth buys Plymouth-based IFA adding £165m in assets
01/08/2024
Planning as early as possible how you want to use the wealth you have accumulated to your loved ones will give you more options.
01/08/2024
Now the lobby organization has gained a new institute - and hopes that the trend will change.
01/08/2024
LGT has recruited a team of highly experienced local private banking experts to build the business in this new location.
01/08/2024
But the nature of this fast-evolving discipline has changed dramatically.
01/08/2024
These deals mark its fifth and sixth IFA acquisitions in the UK market
01/05/2024
After signs of a sluggish 2023 for PE funds and M&A activity globally, there are signs of optimism for 2024
01/05/2024
IQ-EQ has a very strong track record of recognition in these awards
01/05/2024
Investment chiefs at Blackrock, Swiss Life Asset Managers and Swiss Rock Asset Management weigh in on 2024.
01/05/2024
Meanwhile, as interest rates have increased over the past year, investors have dumped underperforming UK equities in favour of cash.
01/05/2024
This collaboration marks the first truly expert family debt vehicle through which investors are able to benefit from innate stability and growth.
01/04/2024
Evelyn Partners’ new Financial Planning initiative – which is initially being offered in London, Glasgow and the North West – builds on the existing Investment Management and Professional Services graduate programmes.
01/04/2024
Basel-headquartered group calls time on strategy run under partnership with German giant due to decline in assets.
01/03/2024
In 2018, he successfully completed a buyout of the business - which at that time had £250m of funds in its portfolio.
01/03/2024
The institute did not (yet) provide concrete figures; For 2022, the company reported a result of 16.6 million francs.
01/03/2024
To date, £1.7bn has been transferred to the Reclaimed Fund Limited.