06/25/2019
UK-based wealth manager enhances digital experience for HNW clients
Offers a range of investment management and wealth planning services
06/25/2019
Wealth manager secures funding for acquisitions
The wealth management group said it was pursuing acquisitions in the UK and internationally, confirming a "number" of deals were in the advanced stages of negotiation.
06/25/2019
KBL recently made a non-binding offer to Bank am Bellevue after conducting due diligence, according to three people familiar with the matter.
06/25/2019
Australian asset manager in 'lift-out' talks with UK boutiques
In talks to acquire stakes in British firms
06/24/2019
How we can take lessons from one of the world’s happiest countries, Sweden
06/24/2019
LEBC was recognised as the highest scoring company in the UK, securing maximum marks in four out of the five categories.
06/24/2019
Advice firm hands ownership to employees
The board will include Horner, two employees appointed by the wider team and three employees appointed by the holding company board, Tommy Watson, Tracey Reed and Anne Hill.
06/21/2019
Quilter Private Client Advisers adds £211m AUA with triple acquisition
London area financial planners
06/20/2019
Luxury inflation continues to 'corrode' HNW wealth
Savings accounts can have a place in your financial planning as well of course, with benefits including instant access and relative security.
06/20/2019
The awards represent the best brands in the industry in several categories, and ZEDRA was shortlisted for the Digital Brand of the Year award, which recognises creative and effective use of digital media over the last year.
06/20/2019
The acquisition is part of Brown Shipley’s growth strategy to add further scale and unlock additional regional opportunities.
06/20/2019
This year’s report also draws on data from more than 150 wealth managers, whose input yielded insights about the performance pressures that many firms are facing and about strategic areas for improvement.
06/20/2019
Clear link between improving Big 6 economic performance and increasing points tally
06/19/2019
The impact investing industry is diverse.
06/19/2019
The business will offer family office and investment advisory services as well as engage in club deals.
06/18/2019
International multi-family office expands Corporate Finance team
He has extensive investment banking and corporate finance experience
06/18/2019
Intertrust acquires technology firm
Viteos is a tech-enabled alternative funds industry leader providing end-to-end middle and back office administration for top tier hedge funds, private equity, real estate, private debt and other alternative asset managers.
06/18/2019
This is an important step in achieving our ambitious growth aspirations in Italy as we deepen our relationships with our Italian client base.
06/18/2019
Wealth manager launches new investment service for American ex-pats
The announcement comes on the day that American ex-pats have to file their tax returns and pay what they owe the US Inland Revenue Service (IRS).
06/18/2019
Invesco will launch a model portfolio service (MPS) this summer which uses proprietary Intelliflo technology.