09/09/2022
Wealth managers have emerged from the pandemic relatively unscathed and have now returned to face meetings with clients and are gathering further assets, often arising from client cash flows accumulated through the pandemic.
09/09/2022
Evelyn Partners last month moved into its new Newcastle offices at St Ann’s Quay, which provides triple the space of its previous premises in the city.
09/09/2022
This means boosting organisational agility to identify and explore new opportunities, learn what works, invest appropriately, and act across every product or service offering with a strong focus on customer value.
09/09/2022
The Swiss bank will acquire the 49% held by Founder Securities for CHF 190m, giving it full control of the operation.
09/08/2022
The investment forms part of a wider partnership that sees Nokkel’s market leading solutions integrated into FNZ’s global wealth management platform.
09/08/2022
He became a very familiar figure among advisers in the early to late-2000s for his work with Skandia
09/08/2022
Head of intermediary communications at the AIC, Nick Britton, said historically, market downturns have been a great time to buy investment companies.
09/08/2022
Goldsborough Wealth is a sound strategic fit for the group that will both complement and enhance our overall offering for clients.
09/08/2022
To be included, a fund is expected to have beaten the benchmark by at least 5 per cent on a one-year basis.
09/07/2022
The winners will be announced at an award ceremony on 2 November 2022 at the JW Marriott Grosvenor House, London.
09/07/2022
The company says its solution will provide SJP with the ability to continuously screen entities against global watch lists of sanctions, politically exposed persons and adverse media, as well as any internal whitelists and blacklists, across the entire or
09/07/2022
Northern Trust funds first to go live on the new multi-jurisdictional environment
09/06/2022
7IM’s MPS range comprises of passive, active, and responsible choice portfolios.
09/06/2022
The transaction with Butterfield is expected to close in the first half of 2023 and is subject to customary conditions, including regulatory approvals.
09/06/2022
The sharp rise in inflation, as well as ongoing supply chain issues and enduring pandemic-related pressures, still pose risks to many groups.
09/06/2022
The opening of the new Representative Office in Tel Aviv will expand EFG’s coverage of the Israeli market and capture the significant wealth management opportunities in the region.
09/06/2022
Cité Gestion was founded in 2009 as a custodian and securities dealer by Lombard Odier. It was bought out by six managing partners in 2017.
09/06/2022
With Napier’s AI-enhanced screening solution, St James’s Place can leverage large-scale, ongoing customer screening and re-screening capabilities.
09/05/2022
The bank will now be called TradeXbank and all of its employees in Zurich will keep their jobs.
09/05/2022
Buy-and-build strategy