06/25/2020
The immediate challenge will be in meeting heightened client-service, regulatory and reporting demands, especially if social distancing and limits to face-to-face interaction persist well into next year.
06/25/2020
The company has a highly qualified and experienced team of financial advisers supported by a dedicated technical, compliance and administration team.
06/25/2020
Transformative transaction boosting Kingswood’s client facing advisory team to 62 people and increasing funds under advice/management to £4.8 billion from 16,000 active clients in UK and US
06/24/2020
Completion is expected to take place in the fourth quarter of 2020 subject to regulatory approval.
06/24/2020
"The combination of negative real yields and the prospect of an inflation surge due to massively increased money supply is sending prices higher,” adds Wilson.
06/23/2020
These derivatives allow investors to take a stake in an index representing a basket of stocks, with capital protected in full unless that index falls below a particular threshold on a specific anniversary date.
06/23/2020
Well done again to Pieter and the team for adding yet another accolade to their growing roster which currently numbers 12!a
06/23/2020
We remain encouraged by the inflows we are continuing to experience and expect June gross inflows to be similar to May
06/23/2020
The new service has been set up by ZEDRA who specialise in helping people to plan for the future.
06/23/2020
However, there are two categories of asset managers that he said are capable of expanding into countries in these regions.
06/23/2020
Not including the revised figures, Bellevue had announced a 30% rise in pre-tax profits to CHF 39m and group net after-tax profit of CHF 11m for 2019
06/23/2020
The impairment charge means Gam expects to report a net loss of £338m for the first half of 2020, compared with a £42m net loss for the same period last year.
06/22/2020
Adrian will take up the new position, and become an Executive Director of the group, with effect from 21 September 2020.
06/22/2020
Sanlam has shut three regional offices and frozen pay as part of a widescale cost-cutting plan in the wake of the pandemic, Wealth Manager has learned.
06/22/2020
The UK debt to GDP ratio has now surged above 100% for the first time in almost 60 years, although it is still well below many other developed nations.
06/22/2020
They will invest globally in a combination of government and corporate bonds, listed company shares, structured products and derivatives.
06/19/2020
The independently owned fund manager purchased Monogram, which was set up by ex-Goldman Sachs Wealth duo, headed by Milena Ivanova.
06/19/2020
This update is as a result of expected impairment charges on intangible assets driven by the impact of Covid-19 on the Group’s assets under management.
06/19/2020
It will be run by three former private bankers
06/19/2020
An emblematic figure within asset management