02/21/2022
Wealth management in the new world
Wealth platforms that were forced to upgrade allow for increased mobility for those providing advice to families, who can use this infrastructure as part of a new breed of family office services.
02/21/2022
Wealth platforms that were forced to upgrade allow for increased mobility for those providing advice to families, who can use this infrastructure as part of a new breed of family office services.
02/18/2022
The Man GLG Global Investment Grade Opportunities fund will invest at least 80% of its net asset value in investment grade bonds
02/18/2022
Flavel said 2021 proved to be “a stand-out year”, both in terms of Coutts' financial results
02/18/2022
“In this context, a multi-asset strategy underpinned by a dynamic and consistent investment process is well suited to protect investors from these risks.”
02/17/2022
A reconciliation of restructuring and other items excluded from underlying results is set out
02/17/2022
Economists at JPMorgan now expect UK inflation to hit potentially 10% year-on-year due to the rise in energy prices and likely tax increases.
02/17/2022
The partners of REYL Intesa Sanpaolo hold collectively 31% of the combined entity.
02/17/2022
M&G Wealth will take responsibility for the ongoing management of Maps, and will also launch a new range of portfolios in the coming months.
02/17/2022
Ad hoc announcement pursuant to Art. 53 listing rules
02/16/2022
A significant proportion of the £1bn asset manager's shareholders are expected to reject its plans for a new executive pay policy on Wednesday, Sky News understands.
02/16/2022
Combined business will have over £250m AuM with bases in Liverpool, Bolton, Lancaster and Watford
02/16/2022
The IFA provides financial advice to more than 750 clients
02/16/2022
Aim was founded in 2000 and is run by Phil Watson and Andy Davies
02/15/2022
It aims to be the first truly digitally enabled, hybrid wealth business in the UK
02/15/2022
BNP Paribas will transfer 80% of its portfolio of clients and its bankers to the Spanish bank, the newspaper said, adding the French bank will retain 20% of the business.
02/15/2022
Firms need to deploy exciting ways to gain the audience’s attention and win new clients
02/15/2022
It’s the second year in a row that IQ-EQ’s Swiss team has scooped this award, reflecting the success of their agile, service-focused approach.
02/14/2022
The largest of SJP's dog funds was the £3.05bn Global Equity fund
02/14/2022
Lender relocates some workers to cheaper countries as it continues cost-cutting push
02/14/2022
The expansion comes as the bank reduces the size of its Geneva office as part of a pandemic-driven shift to flexible work, in addition to moving more back-office operations to cheaper locations.