09/20/2021
Michael Tiedemann will serve as Alvarium Tiedemann’s Chief Executive Officer. Alexander de Meyer will chair the firm’s executive committee which includes industry-leading professionals who have a breadth and depth of global expertise and exper
09/17/2021
Invesco declined to comment, while State Street did not immediately respond to a Reuters request for comment.
09/17/2021
Petershill Partners announces plans for initial public offering
09/16/2021
The ultra-wealthy feel the—and their money—can help fight climate change, according to a new survey.
09/16/2021
Nigel Le Quesne, CEO of JTC, said: “We are very pleased to announce the acquisition
09/15/2021
Connectus is the ideal strategic partner with a strong cultural fit who would preserve the independence of our investment process and provide strategic support.
09/15/2021
Out of 221 finalists, 93 awards were presented to winners from 71 companies, by a panel of independent judges.
09/15/2021
The Pictet Thematic Private Equity – Technology fund exceeded its initial target of $300m, signalling demand for private market tech investments.
09/15/2021
TD is one of several banks that is focusing on its own products and ending third-party offerings
09/14/2021
They are joined by office support staff member Brittany Forte.
09/14/2021
Winners were selected from more than 900 entries received from more than 340 companies.
09/14/2021
Industry-leading commitment makes education investing more accessible
09/14/2021
Hunt for small asset management deals hottest since 2007
Groups eschew big complicated acquisitions that come with integration problems and risks
09/14/2021
Investors turn bearish on global economy though positioning upbeat - BofA survey
Rare disconnect between asset prices, fundamentals
09/14/2021
CI Financial aquires Silicon Valley wealth management firm
It has developed substantial expertise at the intersection of investments and tax, wealth transfer, estate and charitable planning.
09/14/2021
Morgan Stanley at Work and Empower Retirement Join Forces
The Empower partnership will expand Morgan Stanley at Work’s ability to serve advisor-sold plans under $50 million in assets with comprehensive retirement solutions to attract and retain talent.
09/14/2021
UBS’s Naratil Doesn’t Rule Out M&A to Grow U.S. Wealth Biz
Naratil said UBS may have historically missed out on around 500 basis points in pre-tax profit margin because of its smaller size, but the productivity gains it has made recently have narrowed that gap to about 300.
09/13/2021
This is a testament to Heather’s leadership and ability to shepherd an organization through challenge and change.
09/13/2021
Partnership will meet growing investor demand for burgeoning asset class
09/10/2021
We are extremely proud to have exceptional UBS representation in Southern California on this prestigious list