11/22/2021
Sustained improvement in gross margin contribution from recurring fee income – Seasonal slowdown in client activity – Solid net inflows – Capital position remains strong – Return on capital continues to be among highest in sector
11/22/2021
While bonds will suffer as rates rise, equities should deliver decent single digit gains as strong corporate profits offset a decline in stocks' earnings multiples.
11/22/2021
In a bid to ‘open up conversations’ around the strategy
11/19/2021
Assets under management rose by a fifth to £10.8 billion and organic net inflows amounted to £652 million.
11/19/2021
The banking sector is undergoing the biggest transformation in history.
11/19/2021
Barclays said the pay-offs were dependent on the employees’ pay grades and their length of service.
11/19/2021
Schroders already runs a joint advice venture with Lloyds, Schroders Personal Wealth, and owns a controlling stake in advice business Benchmark Capital.
11/19/2021
Acquirer ‘aims to grow significantly’ in the wealth market
11/19/2021
They will be replaced with State Street Global Advisers, Man Numeric (the quantitative investment arm of Man Group), and LA Capital, who will all run new strategies with equal weighting.
11/19/2021
Change tends to happen in two ways: slowly, and then all of a sudden.
11/18/2021
A golden data set is created by aggregating data from multiple sources and cleansing and normalizing it into a single source. Everything in the office should use this single source of data.
11/18/2021
With a minimum loan amount of £1m, Coutts’ products are aimed exclusively at high net worth clients.
11/18/2021
The trust, which set out to deliver measurable positive social impact alongside long-term capital growth and income, was the first of its kind to list in London.
11/18/2021
The group said it saw “record levels” of funds under management, up 7 per cent to £27.4bn at the half year end.
11/18/2021
Return on equity (ROE) was 11.2% for the period (1H2021: 5.3%) and return on tangible equity (ROTE) was 12.1% (1H2021: 5.8%).
11/18/2021
Schroder BSC Social Impact raises £10.8m
11/18/2021
Deal adds £380m in assets
11/18/2021
Interim results for the six months ended 30 September 2021
11/18/2021
Award nominees are selected by a panel of highly-regarded practitioners within the private wealth sector.
11/17/2021
Wealth firm says the ‘intention is to give people a safe space to practice in’