08/15/2022
Following Tatton’s acquisition of the firm, 8AM is set to generate £700,000 worth of profits through the £800m worth of assets it has under its control.
08/15/2022
Jain played a crucial role in the development of Deutsche Bank and was instrumental in building the company’s global capital markets business.
08/15/2022
The sale includes the entire portfolio of the hospital liability portfolio of Basler Sachversicherungs-AG in Germany with provisions of around EUR 200 million.
08/15/2022
Platform of the Year and Adviser categories published
08/15/2022
Winners will be selected by a panel of notable private wealth practitioners from leading international legal and financial firms.
08/15/2022
Consolidator Independent Wealth Planners has acquired Cambridgeshire-based Holistic Financial Leadership.
08/12/2022
In this regard, the quality of partnerships with strong and innovative custodian banks is a key asset.
08/12/2022
The group increased its net profit to CHF 77m in the first half of the year.
08/12/2022
Bishop’s predecessor Steve Ford had previously told FTAdviser he expected the unit to grow its AUM to £3bn in the coming years, from £1.6bn at the end of March. Of that, £1bn is managed on a discretionary basis.
08/12/2022
Better-than-expected UK economic performance may come at the cost of higher interest rates as the Bank of England is showing new focus on taming inflation
08/12/2022
Succession has established itself as one of the leading consolidators in the UK’s advice and wealth management sector, which is highly fragmented and going through an extended period of busy M&A activity.
08/12/2022
The subscription period will start on 29 August and run until 9 September.
08/11/2022
These departures are part of a trend, with almost 100 leaving the network in 2020.
08/11/2022
Solid start to new £2.5bn operating capital generation target by 2024
08/11/2022
At around 5 percent, sovereign investor Qatar Holdings is the bank’s second largest shareholder, as of November 17.
08/11/2022
To outperform over the long-term, investors have to ride out difficult periods.
08/10/2022
This year global equity markets have experienced one of the worst periods of negative performance in recent years.
08/10/2022
The UK wealth manager paid £5.3m in compensation to redress misleading pension scheme advice, with professional indemnity insurance covering £3.1m.
08/10/2022
In the second quarter of 2022, we delivered a net profit of EUR 475 million and an ROE of 8.8%, a good result.
08/08/2022
Haibun will provide Titan Wealth with another suite of investment products to distribute to its clients and to IFAs, with tax efficient investment products continuing to be in demand from investors.