04/10/2024
Firms must consider their operational capacity, skills, return on investment, and the desired level of client engagement.
04/10/2024
That deal has now been completed, with the Glasgow business operating under the Adam & Co name going forward.
04/09/2024
Operating under the Adam & Company brand, the combined teams become a significant wealth management business in Scotland with further growth potential
04/09/2024
Rathbones, Quilter, Brooks Macdonald and RBC Brewin Dolphin have all tweaked exposure to property and infrastructure since the start of 2024.
04/09/2024
The big bank is stubbornly defending itself against this – as is currently the case in Singapore.
04/09/2024
After fresh outflows, the sustainable fund firm notes that sentiment towards green investing is improving with assets under management rising to £39.6bn.
04/09/2024
According to the survey, the average pension contribution for HNWIs was £35,400
04/09/2024
Hampden & Co, a UK private bank has shown that new client numbers increased by nearly a fifth (19%) in FY2023.
04/09/2024
Plus: Santander UK withdrawing from Lending Standards Board, and more
04/08/2024
The acquisition marks Trinity’s entry into Europe and extends relationships among the three firms
04/08/2024
The firm’s multi-asset DPM head sees higher cash rates and lower equity volatility as opportunities for certain structured product plays.
04/08/2024
The total market value of all listed securities stood at more than £670 billion at the end of the quarter.
04/08/2024
At the fund house you now feel like you are in the schoolyard.
04/08/2024
The team believe the risk of a Fed induced hard recession has been reduced and the likelihood of a hard, soft or no landing is balanced.
04/08/2024
The Vulnerability VR empathy training programme is aimed to build vulnerable client support and soft skills for advisers in line with Consumer Duty.
04/05/2024
The idea seems simple: the asset manager advises entrepreneurs who have already found success, suggesting that they “give back” the support they once needed and got.
04/05/2024
Positively, we have continued to see investor-friendly announcements being made towards the asset class.
04/05/2024
Chosen by a distinguished panel of analysts and industry experts
04/05/2024
Three-year maturity aligns with current market conditions, says the fund’s manager.
04/05/2024
In this context, Leonteq also announced in February 2024, that it intends to become a market maker on this exchange.