07/01/2020
Two weeks ago the company revealed it had purchased Stevenage-based financial planning firm Richmond House Wealth Management in a deal which added £250m in assets under management and eight advisers to the business.
07/01/2020
The deal forms part of JTC’s ongoing growth strategy, with the company continuing to see opportunities for organic and inorganic growth across both its Institutional and Private Client Services divisions.
07/01/2020
The Architas UK Fund Management Team headed by Sheldon Macdonald will join Liontrust and merge with the Liontrust Multi-Asset Investment Team.
07/01/2020
The acquisition reinforces Schroders’ private assets and real estate capabilities, building on the recent purchases of Blue Asset Management, the value-add real estate specialist in Munich, and Algonquin, the Pan-European value-add Real Estate Hotel
06/30/2020
EFG International provides an update on its business performance and announces that Martin Freiermuth has been appointed Chief Operating Officer and a member of the Executive Committee, effective mid-August 2020.
06/30/2020
Jupiter has since pledged to keep the majority of Merian’s flagship strategies intact once the acquisition completes.
06/30/2020
Truinvest was set up in 2019 by co-founders Mark Smith and Micky Johal
06/30/2020
This transformation is particularly innovative and wholly in keeping with our core philosophy: our clients, their interests and the standard of service remain uppermost and central to our concerns.
06/30/2020
Wealth structuring and intergenerational planning is only going to become more complex’
06/29/2020
The UK bank is looking to diversify its income stream amid record-low interest rates
06/29/2020
The wealth manager's Isle of Man subsidiary was launched in 2014, contributing £1.2m of annual revenue to the business
06/29/2020
Economic data has generally been better than market expectations.
06/29/2020
The trial is currently only operating in the UK.
06/29/2020
COVID-19 has made us all keenly aware of the value of community, even among competitors.
06/29/2020
Chase de Vere also said its financial strength meant it did not have to furlough any employees during the coronavirus lockdown.
06/26/2020
Recent Oliver Wyman research showed digital engagement had increased 7-10x during the crisis.
06/26/2020
Allyship is powerful and we are proud to announce a new initiative called Mission 100; working with our members and partners globally to connect one-hundred BAME LGBT+ individuals with one-hundred white industry executives within two years.
06/26/2020
Pierre Dulon, CEO of Azqore, said: ‘This partnership is aimed at offering our clients modern digital solutions that integrate perfectly with our core platform.’
06/25/2020
Expands advisory team
06/25/2020
We are very happy to partner with Campbell, who have such a long history and proven track record in systematic investing