06/29/2021
G+E Wealth Management acquires Yorkshire wealth management firm
The acquisition was supported by leading alternative finance provider to mid-sized SMEs, ThinCats, led by Ben Kimball.
06/29/2021
The acquisition was supported by leading alternative finance provider to mid-sized SMEs, ThinCats, led by Ben Kimball.
06/29/2021
The onboarding of Millennium Banque Privée’s teams will contribute to broadening UBP’s footprint in selected countries
06/29/2021
The deal brings more than 1,000 clients, five advisers and eight support staff to the wider business as well as gross annual fee income of around £1.2 million and funds under management of over £160m.
06/29/2021
Sinara Financial will offer investment management
06/29/2021
The Environmental Business Operations Framework is an international benchmark and serves as an environmental management system to measure, manage and minimise an organisation’s environmental impact.
06/29/2021
Record shares were trading 2.6% higher in London
06/28/2021
The company’s commitment to becoming carbon neutral by the end of the year was also commended along with its charitable initiatives.
06/28/2021
The litigation award stemmed from a Court of Appeal ruling against accountancy firm Grant Thornton after it was held liable for negligence when it failed to expose a fraud at AssetCo.
06/28/2021
HSBC is the only European bank in the global top ten list for the tenth year running, according to the latest rankings from The Banker.
06/28/2021
The strength of our solution is that it allows firms to deploy automation quickly and easily, by writing automation rules directly on the Bloomberg Terminal
06/28/2021
It is already ‘in exclusive due diligence on two potential deals in two international markets’
06/28/2021
Extensive due diligence is carried out on every company that wishes to join Raymond James under any one of the four options available.
06/28/2021
Some wealth firms were slow to embrace technology, but a combination of the Covid pandemic and regulation have ensured digital is now top of the private banking agenda
06/28/2021
A deal would impose much-needed cultural change on the Swiss bank.
06/28/2021
Citywire A-rated Thomas Smith's Liontrust European Opportunities fund has been merged into the Liontrust European Growth fund.
06/28/2021
This marks the third time Lombard Odier has won an award.
06/28/2021
EY enjoyed a double scoop, also picking up the M&A Advisor award, while the Big Four giant received a highly commended score in the Wealth Management Thought Leadership category, behind winner BNP Paribas.
06/27/2021
US private equity firm Carlyle and Irish group Melior Equity Partners no longer in running
06/25/2021
Accuro continues to demonstrate its commitment to learning and development which is championed from the top of our organisation.
06/25/2021
Lockdown has given customers the opportunity to scrutinise fees and charges