08/02/2021
Top-tier ranking for Ogier's Guernsey Private Wealth team in Chambers HNW Guide
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
Privy Council consents to CISI awarding financial planners top designation and for selected firms to be Chartered
Firms which meet the necessary criteria will be able to describe themselves as CISI Chartered Firms.
07/29/2021
Charles Stanley to be taken over by Raymond James in $279m deal
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
Schroders Capital senior leaders recognised among most influential women in private markets
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
Schroders Half-year results
These results reflect the benefit of our organic growth initiatives, strong investment performance and our leadership position in sustainability.
07/29/2021
Half year results for the six months ended 30 June 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.
07/28/2021
Growth in new business and funds under management has resulted in strong growth in income
07/28/2021
Despite chequered history the 329-year-old private bank has secured the sought-after B Corp status
07/28/2021
The deal continues to be on track to complete during the third quarter of 2021, adding c£4.7 billion of funds under management and administration.