03/11/2024
Quilter partners with charities to help disadvantaged young adults in Southampton
The employability day was designed to give local young adults the skills required to step on to the employment ladder.
03/11/2024
The employability day was designed to give local young adults the skills required to step on to the employment ladder.
03/11/2024
The collaboration will include the organisation of events, workshops, conferences, visits and special functions, as well as the sharing of networks.
03/11/2024
Matilda Davison from Kingswood Group and Kate Howells from BRI Wealth Management shared their predictions for the England vs Ireland Six Nations game.
03/08/2024
The research reveals that just 18% of adult women feel they received a good education on managing money in school compared to around a quarter (24%) of men.
03/08/2024
The company says the integration will eventually allow clients and staff to access a wider range of specialisms
03/08/2024
The wealth management sector has also been through a wave of consolidation over the past 12 months as skittish investors pull cash from funds and money managers hunt for safety in scale.
03/08/2024
This economic cycle is opening up new venues for value creation.
03/08/2024
Vincent Ijaouane has launched Vigama Capital.
03/07/2024
"Six months of strategic progress resulting in an 18% increase in underlying profit before tax"
03/07/2024
The fund aims to raise €200 million from institutional and individual investors in Europe and will be spearheaded by Senior Investment Director Judith-Laure Mamou-Mani.
03/07/2024
Pitting DFMs against the £38bn LifeStrategy range: wealth managers have proven their chops when it comes to lower-risk portfolios, although a comeback for active management is probably needed to reverse Vanguard’s golden decade.
03/07/2024
Maerki Baumann has launched a new brand for its cryptocurrency services.
03/06/2024
When private-wealth clients say they want to invest with impact, it is often up to the manager to figure out what that actually means.
03/06/2024
The private bank has succeeded in positioning itself in a lucrative market niche, while launching additional services and tapping into further client segments.
03/06/2024
Full Year to 31 December 2023
03/06/2024
Rathbones forks out £6m to retain key staff after Investec W&I deal
03/06/2024
Mark Winterburn, head of investment advisory UK, is concerned that greater liquidity could lead to sub-standard returns.
03/05/2024
Firms need and want control of the data.
03/05/2024
CBH Bank reports continued business and revenue growth in 2023
03/05/2024
Record profit and dividend