12/13/2022
The Client chose Bricknode's digital investment platform to automate and administer its daily operations including accounts, transactions and order management.
12/13/2022
The team based in Belfast has a wide-ranging skillset and extensive experience in financial planning and investment management.
12/13/2022
Overall, RBC said they were underweight European equities but suggested a discount to US stocks and low valuations have already accounted for a European recession.
12/13/2022
2023 will see the continued digitalisation of the client experience, from onboarding to day-to-day activities.
12/13/2022
Ocorian was awarded the ‘Best Family Office Governance’ award at the event, which celebrated the brightest and best among the Channel Islands’ world-renowned wealth management industry.
12/13/2022
Luke Hanratty, a Director in our High Wycombe office interviews Paul Donovan
12/12/2022
Global financial markets have seen significant declines in equities and bonds, both of which are particularly relevant to Kairos.
12/12/2022
As per year-end 2022, no more intangible assets related to Kairos will be reflected in the consolidated financials of Julius Baer
12/12/2022
This animated video shows why and how access to private assets is becoming more democratic.
12/12/2022
It supports the Quilter Foundation’s aim to improve the lives of over 100,000 young people with every pound raised up to £100,000 being matched by Quilter.
12/12/2022
We are in the midst of the greatest generational transfer of wealth in history. Over the next decades, trillions of…
12/09/2022
Concurrently, it has now received authorisation from the FCA to complete a deal announced earlier this year to acquire Mutual Financial Management LLP.
12/09/2022
He possesses more than 25 years of experience in the German business at Swiss banks, including at DZ Privatbank (Schweiz) AG and Union Bancaire Privée SA in Zurich.
12/08/2022
The ‘make it’ campaign aims to tackle the negative perceptions of the wealth management and advice industry to encourage more diverse candidates to enter the profession.
12/08/2022
On the stock market, however, major price declines were observed in line with many other asset classes − the funds' performance in fiscal year 2021/22 ranged between −14.2% and−20.6%.
12/08/2022
Star manager looks to keep his shine with dependable stocks, avoiding young tech
12/07/2022
The Bloomberg story goes on to say that Ferrari is under «intense pressure» from Chairman Axel Lehmann to stanch the asset outflows and bring money back into Credit Suisse.
12/07/2022
The strong growth in employment since the second half of 2021 has buoyed the demand for office space.
12/07/2022
The renewal of Art Dubai showcases the long-term commitment of Julius Baer to supporting the UAE’s emergence as a cultural hub in the region.
12/07/2022
The acquisition of Hereford-based IFA firm brings 11 advisers and staff into the consolidator as well as over 1,300 clients and more than £170m funds under management.