Tramondo Investment Partners (Tramondo), a Zug-based investment boutique, has appointed Reto Nussbaumer as Executive Director with effect from 1 August.
CI Financial Corp is to acquire full ownership of BDF, a private wealth management firm with USD4.5 billion in assets.
Close Brothers Asset Management (CBAM) has opened a new office in Chester as it expands its high net worth. This office complements the firm's existing North West operations in Manchester and Northwich.
In a survey conducted amongst 3,000 adults in the UK, 77.5 per cent said that the recent pandemic has made them realise the importance of having savings to fall back on.
EP Wealth Advisors (EP Wealth), an independent registered investment adviser that specialises in client-centric financial planning and investment management services, has acquired Providus Advisors.
Kames Capital is to complete its rebrand under the Aegon Asset Management umbrella on 7 September 2020.
Investors should not ignore Asian high yield bonds as they are much safer investments than their generous returns suggest, says Haig Bathgate of Seven Investment Management (7IM).
Morgan Stanley has teamed up with insurance brokers HUB International, Marsh Private Client Services, and Willis Towers Watson to offer Property & Casualty (P&C) insurance.
Oppenheimer & Co (Oppenheimer), an investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY), has continued the build-out of the leadership team within the Financial Institutions Group (FIG) of its investment banking business.
Investment management firm, Quilter Cheviot has welcomed a new investment manager hire to its growing team in Jersey.