01/07/2020
The partnership builds on ambitious global growth from Wealth Dynamix that has seen the firm open up offices in North America, Europe and Asia in recent months and sign-up a major global French financial institution and two private banks in the UK and Gen
01/07/2020
Investors tend to be rewarded for their patience and staying invested
01/06/2020
Redmayne Bentley cited ‘ongoing economic uncertainty’ and increased investment in the business as it reported a 14.4% fall in profits.
01/06/2020
Two Aberdeen-based financial advisers have teamed up to launch a new business.
01/06/2020
The value of the investment was not disclosed, nor was the value of the stake that CBPE would take in the business.
01/06/2020
Tenet launched the scheme in January 2018 and has since made more than 15 acquisitions through the process.
01/06/2020
Since it was founded in 2008, the business has bought 35 advice companies
01/03/2020
ETFs are still one of the fastest growing investment products in Europe and Asia, and we are seeing increased demand from our clients for ESG-focused ETFs" HSBC GAM has been offering passive strategies to its clients for nearly three decades and has
01/03/2020
Buffett’s Berkshire Hathaway had just taken out the venerable ketchup maker with the help of trusted hunting partner 3G Capital and it had whetted his appetite for further big targets.
01/03/2020
US asset managers have been on regular buying sprees to acquire European asset managers.
01/03/2020
In the 2017 calendar year the company had net inflows of more than £9bn
01/02/2020
The proposal for the acquisition of ReAssure came after Swiss Re pulled June plans for its float on the London Stock Exchange and remained on the lookout to dispose of the business to better streamline its operations to continental Europe.
12/30/2019
Hampden & Co says transfer of loan book from Smith & Williamson has attracted more business from wealth managers
12/29/2019
Average pay at Rothschild was up 57pc to £316,000 for the year to December 2018.
12/27/2019
The CISI merged with the Institute of Financial Planning in late 2015 and has since sought to boost numbers in the financial planning profession, reporting "significant" growth in this area last year.
12/27/2019
All 16 private banking branches will remain open
12/23/2019
One of the main findings of the study is that family offices are very cautious about investments that conform to so-called ESG criteria.
12/23/2019
As adviser to the ultimate buyer, Mirabaud has demonstrated its due diligence, professionalism and its ability to facilitate the execution of a complex transaction in a timely manner, a key challenge in today’s real estate world.
12/23/2019
The Harwood Board therefore unanimously recommends that shareholders vote in favour of the resolutions relating to the Acquisition.
12/20/2019
Mattioli Woods has added £65 million to its coffers through the £1.6 million purchase of Turris Partnership for £1.6 million.