01/10/2023
The awards champion women in the wealth management sector and both Fiona and Helen, have been nominated for the ‘Woman of the Year – Jersey’ category.
01/09/2023
Many people only consider segments of their finances at a time.
01/09/2023
A digital switchover has left the prestigious firm in disarray, its £1,200-a-year clients say
01/09/2023
Investment group’s largest shareholder urges the board to focus on selling investments rather than offering robo-advice
01/09/2023
Recent acquisitions of Maitland and Sanne establish Apex Group’s footprint in South Africa
01/09/2023
Assets under management were GBP37.94 billion on December 31, up 6.4% from GBP35.68 billion three months before.
01/09/2023
This contributed to TISE entering its anniversary year with a total of 4,020 securities admitted to its Official List, which is a rise of 10% year on year and the highest total since the Exchange opened for business in October 1998.
01/09/2023
The deal was announced in mid-December and has just received regulatory approval.
01/06/2023
The office in Zurich hosts six staff, including a five-person sustainable thematic equity team, all of whom had already joined from Robeco, and a data manager.
01/06/2023
The firm said the Global Emerging Markets Bond fund was ‘no longer economically viable’ and will be closed at the end January.
01/06/2023
Programme designed to save millions in ‘cost efficiencies’ results in the departure of several portfolio managers.
01/06/2023
As some 12% of Advisers look to exit or sell their businesses, acquisitions will continue to play a key part in the succession planning for many advice firms.
01/05/2023
The world’s largest asset manager told clients in the BlackRock UK Property Fund in the past few days that it will defer redemption requests made at the end of September 2022.
01/05/2023
Assets under management fell by 4% to £4.9bn over the period, but the company’s outlook for the current financial year remains in line with expectations.
01/05/2023
The market view on the global economy has improved in the fourth quarter, even though it may be fragile.
01/04/2023
These trends are investors becoming more conservative, profit superseding the notion of growth at any cost, reduced liquidity and down rounds.
01/04/2023
Deal adds £700m in assets under management
01/04/2023
London-based multi-family office Alvarium Investments has sealed its merger with Tiedemann Advisors, which is headquartered in New York, after the initial deadline was missed.
01/04/2023
The 42-year-old scion of the famous banking dynasty explained that growth in this country should primarily be organic.
01/03/2023
The impact of the fastest US rate hiking cycle in history will reverberate more visibly in the economy in 2023.