08/03/2021
To get in on the Great Wealth Transfer, advisors need the right tools
The so-called Great Wealth Transfer represents an excellent opportunity for wealth managers to attract new assets.
08/03/2021
The so-called Great Wealth Transfer represents an excellent opportunity for wealth managers to attract new assets.
08/03/2021
“The government’s levelling up agenda will only boost this momentum, providing a supportive context for local business owners."
08/03/2021
Brewin Dolphin has signed England Test captain Joe Root for a sponsorship deal running until 2023.
08/02/2021
Described as "excellent value" and "interested in long-term relationships" by clients, the team's "long history and really solid reputation" have led them to achieve this market-leading status.
08/02/2021
Apex is well advanced in its due diligence review and is working closely with Sanne to complete the review as quickly as possible.
08/02/2021
Boosted by the economic rebound in its two biggest markets, Britain and Hong Kong, the bank reinstated dividend payments to shareholders.
08/02/2021
Sanlam has put its UK wealth and insurance businesses up for sale, Citywire can exclusively reveal.
08/02/2021
Analysis from Goldman Sachs found that the EMEA region is the most focused on green investment, with 80% of regional respondents saying they are 'extremely focused on implementing ESG principles'
07/30/2021
We continue to invest in digital solutions, whether operational or product-focused to ensure we give the best possible service and opportunities to clients.
07/30/2021
Plans to expand fund range
07/30/2021
This presents an innovative new tool for structuring the wealth of high-net-worth families.
07/30/2021
Interview from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021) and featuring Larry Campbell, Partner and Head of Financial Services Strategy at KPMG China
07/29/2021
Firms which meet the necessary criteria will be able to describe themselves as CISI Chartered Firms.
07/29/2021
Raymond James said the deal would provide both companies with the opportunity to accelerate the growth of their respective current UK wealth management businesses
07/29/2021
Global Head of Real Estate Sophie van Oosterom and Maria Prieto, Co-Head of Europe and Head of Sustainability for Private Equity, were both named among Private Equity International’s (PEI) inaugural Women of Influence in Private Markets List.
07/29/2021
These results reflect the benefit of our organic growth initiatives, strong investment performance and our leadership position in sustainability.
07/29/2021
Strong investment performance drives growth and profits
07/29/2021
These trends accelerated digitalisation across financial institutions, including the wealth management sector.
07/29/2021
Families of today come in all shapes and sizes, and modern families are often larger and very different to those 40 or 50 years ago.
07/29/2021
It also means that an investee wealth management firm will be able to offer venture capital investment to some of its clients.