01/08/2020
Investec to accept search indemnity insurance on HNW deals
In uncertain times such as these, the ability to move quickly is critical, particularly for HNW clients.
01/08/2020
In uncertain times such as these, the ability to move quickly is critical, particularly for HNW clients.
01/08/2020
The lead manager will be Edward Robertson, a seasoned emerging markets investor and one of the co-founders of Somerset Capital Management.
01/08/2020
PIB will introduce clients who have financial planning requirements to Sanlam’s wealth managers.
01/07/2020
Peel Hunt expects the market to wake up to the potential of Brooks Macdonald, identifying the AIM listed wealth firm among its top growth stocks for 2020.
01/07/2020
The asset manager said it wants to offer clients a straightforward fee structure
01/07/2020
ZEDRA delivers tailored high quality diversified active-wealth solutions to its clients, which include high net worth individuals and their families, as well as medium to large sized companies, asset managers and their investors.
01/07/2020
It did not specify the extent of job cuts to accompany the revamp.
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