07/07/2020
Ex-Brewin and SJP wealth manager launches IFA referral service
It meets a ‘clear niche in the market’ and aims to achieve ‘significant growth in the coming years’
07/07/2020
It meets a ‘clear niche in the market’ and aims to achieve ‘significant growth in the coming years’
07/07/2020
Call it pluck or devil-may-care recklessness, the UK has committed to diving out of the EU completely in 2021, deal or no deal.
07/07/2020
As far as wealth planning goes, that’s no bad thing, says Jeremy Franks, HSBC Private Banking’s head of wealth planning and advisory for EMEA.
07/07/2020
Neither of the private fund regimes in the Channel Islands requires a prospectus to be drafted or published and this clearly has the potential to save cost and time.
07/07/2020
“Risk is what’s left over after you think you’ve thought of everything.” Carl Richards.
07/06/2020
This marks the first step in a broader strategy for Equiom to increase the provision of services for asset managers in Tier 1 jurisdictions.
07/06/2020
The markets are taking a more optimistic view for now
07/06/2020
At the time, the spokesperson said the business would not seek to recover the fees until "some sense of normality" had returned to the industry.
07/06/2020
The list of such corporate casualties of coronavirus is long and growing.
07/06/2020
This deal will enable Candriam to reinforce its value proposition and enter a new development phase in the alternative investment space, which should prove particularly appealing to investors in the current environment."
07/06/2020
Professor Brian Cox OBE and University of Manchester President Dame Nancy Rothwell share their latest thinking with Coutts clients
07/05/2020
The investment style is at a crossroads after the fall of high profile managers and historic dividend cuts
07/03/2020
Monetary policies have also played a major role in the improvement of investors’ sentiment as swift
07/03/2020
Once it is fully functioning Mr Inglesfield said the consolidator planned to place 50 trainees with the academy each year, who would then graduate to replace retiring advisers and support the company's plans for organic growth outside of acquisitions
07/03/2020
The private bank has disposed of the employee benefits division of NW Brown, the £1bn Cambridge-based wealth manager it acquired last year.
07/02/2020
The Bank continues to review applications from a wide range of lender types
07/02/2020
The acquisition is expected to complete later this year, subject to regulatory approval, and represents a high-quality investment offering for an affluent and high net worth client base, with Funds Under Management of £1bn (May 2020).
07/02/2020
Sparring with travel providers over COVID kerfuffles brings home the importance of customer service for head of multi-asset investments David Coombs. For him, it’s worth paying for.
07/01/2020
The total of repurchased shares reflects EFG’s cautious approach of capital preservation as a result of the coronavirus (COVID-19) pandemic and follows the regulator’s recommendations.
07/01/2020
Schroders’ inclusion is a tribute to all our efforts promoting inclusivity within the organisation, as well as our determination to become an employer of choice within the industry for LGBTQ+ individuals.