04/19/2023
Customer needs and market trends evolve continuously: innovation is the driving force of adaptation to change and a key ingredient for long-term sustainability and growth”.
04/19/2023
In the worst-case scenario, the estimated figure could reach one-third, or 162 billion francs, due to cultural differences between UBS and Credit Suisse leading to increased attrition or rivals successfully luring bankers and clients.
04/19/2023
It has processed over £12bn in payments for HMRC and has recently gone live with its unique offering for one of the UK’s largest investment platforms.
04/19/2023
Quaestor Coach specialises in the acquisition and development of wealth and asset management firms.
04/19/2023
According to FCA data, Citadel Advisors Europe had a 0.5% short position against the wealth management group on 12 April.
04/18/2023
Mildly positive returns across the risk spectrum tell the story of another risk storm having passed without sinking global capital markets.
04/18/2023
The bank is now in the process of being taken over by arch-rival UBS.
04/18/2023
Private Banker Finance primarily specialises in sourcing mortgages for £1m and over.
04/18/2023
Net inflows in the second half of the year were £0.887bn, an average of £148m per month, maintaining the strong performance delivered in the first half of the year of £0.907bn.
04/18/2023
A combination of London-listed Liontrust Asset Management and GAM would create a fund manager overseeing roughly £100bn in assets, Sky News learns.
04/18/2023
Five years ago the US and China began imposing tit-for-tat customs duties, adding friction to global trade.
04/18/2023
The Advisory Board and FinTech Global team set out to find the best and brightest companies that are solving the industry’s most significant problems, raising capital, generating revenue, and gaining customer traction.
04/18/2023
Collapsed wealth firm was custodian for Stellar Asset Management, meaning client money is stuck while special administrators complete their task.
04/17/2023
Quilter Cheviot veteran Dominic Tayler at the helm as Managing Director (UK)
04/17/2023
It is the company’s first acquisition of 2023
04/14/2023
The new mobile application provides a user-friendly interface, intuitive navigation, and robust filtering options to help clients stay organized and informed while on the go.
04/14/2023
This move is part of LV’s wider strategy to advance its investment management capabilities and strengthen future performance prospects for investors.
04/14/2023
The new French Nexus, launched in partnership with the firm’s owner Société Générale, will offer clients a bespoke service delivered in either French or English.
04/14/2023
In a bid to ‘support and accelerate the growth of the business’
04/14/2023
Investors continue to pull money from flagship European Opportunities fund despite market recovery, while ex-Merian bond team attracts significant inflows.