10/17/2023
In the UK, there is plenty to go at. Nowhere is this more pertinent for the UK wealth management community than within the mass affluent sector, either self-made or those that are short to inherit.
10/17/2023
The Banking Tech Awards program produced by Fintech Futures celebrates excellence and outstanding achievements in the banking and fintech industry.
10/17/2023
Shares in the fund firm were down 10% this morning as its institutional push failed to stem £1bn of Q3 outflows.
10/17/2023
UK’s largest advice company will no longer charge an exit fee on new investment bonds and pensions and has slashed its initial advice charge.
10/17/2023
Finland-based wealth manager Aktia has picked Temenos to help modernise its payments capabilities.
10/17/2023
How do we make sure an online private banking world remains accessible and inclusive. Avaloq has some thoughts.
10/17/2023
Beyond FS, a growing transformation expert for banks, wealth, and asset managers, and fintech’s, has recruited another ex-Capco consultant, Ilai Schechter.
10/16/2023
As an umbrella organization, the foundation represents banks, asset managers and other financial institutions in Geneva.
10/16/2023
Liverpool wealth manager and stockbroker Blankstone Sington previously agreed with the FCA to stop taking new clients in 2021.
10/16/2023
Follows sale of US private equity arm
10/16/2023
Do two of the FTSE 100 behemoth’s big appointments mean it’s serious about moving in the right direction?
10/16/2023
In addition, it has also made a small adjustment to the balance within the equity element of the portfolios.
10/16/2023
The largest 25 asset managers run about $3.1tn in private markets and alternatives, up just 7% from $2.9tn in 2022
10/13/2023
The firm stated the assessment of its fees and charging model will ensure SJP operates with a “simple and scalable” charging platform for the long term.
10/13/2023
The App Hub will remove the need for advisers to re-key data, improving efficiency and streamlining processes.
10/13/2023
The awards were created in 2021 by PIMFA to shine a light on the excellent
10/13/2023
The President’s Award is presented by the local branch of CISI to the best performer over the year, across two sittings, for the Private Client Investment Advice and Management exam in Jersey.
10/13/2023
This is what emerges from the research commissioned to GlobalData by Objectway, an Italian company included in IDC's Top100 FinTech as a provider of software as-a-service and services for banks, wealth and asset managers.
10/13/2023
The 24th Annual International Investment Awards took place yesterday with a global premiere of the Awards show followed by a VIP drinks event in London's West End.
10/12/2023
Gilmour Hamilton Wealth Management is based in Kilmarnock and has been serving clients for over 30 years.