Citi has created a single wealth management organisation, Citi Global Wealth, unifying wealth management teams in Global Consumer Banking (GCB) and the Institutional Clients Group (ICG).
HK Financial Services (HKFS), a CPA-focused registered investment advisor (RIA), has rebranded as Avantax Planning Partners, and will operate alongside Avantax Wealth Management.
HK Financial Services (HKFS), a CPA-focused registered investment advisor (RIA), has rebranded as Avantax Planning Partners and will operate alongside Avantax Wealth Management.
Kames Capital is to complete its rebrand under the Aegon Asset Management umbrella on 7 September 2020.
Deutsche Bank is to combine its Wealth Management and Private & Commercial Business International units into a new International Private Bank, serving 3.4 million private, wealth and commercial clients.
Quilter has rebranded its cross-border wealth management solutions business to Quilter International.
Vistra, a global corporate service, trust and fund administration provider, has completed the rebrand of London Legalisation Services (LLS), a London-based provider of legalisation and consular services, as Vistra.
Research published by online investment platform, interactive investor, has found that in the last 15 years, survival rates of some investment trusts have been as low as 33 per cent.
Quilter has completed the rebrand of its advice business Intrinsic to Quilter Financial Planning following the renaming of Intrinsic’s parent company to Quilter. Quilter separated from Old Mutual plc in June 2018 and listed on the London and Johannesburg Stock Exchanges.
TIME Investments, a specialist investment manager which focuses on income funds and estate planning solutions, has unveiled new branding designed to reflect its defensive investment philosophy of generating long-term predictable returns from ‘real’ assets and the next phase of its growth.