03/09/2021
Coutts' personal portfolio funds attract £55m in best ever month
The firm said January 2021 was the "highest month on record for inflows".
03/09/2021
The firm said January 2021 was the "highest month on record for inflows".
03/09/2021
There are a couple of extra things to note when thinking about carrying forward.
03/09/2021
At CHF 1.4 billion, net new money developed positively for the fourth consecutive year.
03/08/2021
Cazenove Capital is pleased to announce that Mary-Anne Daly, Chief Executive of Cazenove Capital, has been awarded Gold in the category ‘Woman of the Year - Financial Organisations - CEO/Board Member’ in Citywealth’s 2021 Powerwomen Awar
03/08/2021
This target, termed “30 by 2030” will accelerate women’s career advancement
03/08/2021
Tim Oddy, Senior Relationship Manager at Maitland, recently chatted to Sarah Soar, CEO of Hawksmoor Investment Management, a growing investment and fund management business.
03/08/2021
We are now even more strongly of the view that yields need to rise to levels closer to 3%.
03/08/2021
Educate and empower to level the playing field
03/08/2021
Yet in-depth interviews with these same women concluded that their risk profiles were essentially balanced or dynamic, as opposed to conservative.
03/07/2021
As well as being a wealth manager, it is also an accountancy and professional services operation.
03/05/2021
Hill’s review found that the UK needs to attract more innovative companies such as tech and life sciences to its listings.
03/05/2021
The businesses provide financial planning and investment management services from two offices in London and Hertfordshire.
03/05/2021
Guernsey has often watched – with a calm detachment – the waxing and waning of the UK’s mercurial relationship with the European institutions over the past half a century.
03/05/2021
Management fees for the funds are waived with immediate effect.
03/05/2021
He looked at how HNW wealth managers and multi-asset fund managers can learn from robo advisors.
03/04/2021
Underlying profit before tax increased by 4.3% to £92.5 million, delivering an underlying operating margin of 25.3% that was consistent with the prior year despite lower investment markets.
03/04/2021
Announced at a virtual gala ceremony on 23rd February
03/04/2021
The discussion was a candid exchange of ideas and opinions covering a wide range of topics including how wealth management firms are responding to the pandemic
03/04/2021
Swiss Financial Services in 2030
03/04/2021
Assets under management as at Dec. 31 increased to GBP574.4 billion, a new high, and up from GBP500.2 billion a year earlier.