06/01/2021
The partnership enables Fideuram - ISPB to strengthen significantly its international wealth management activities and to continue playing a leading role in the ongoing consolidation of the Swiss financial sector.
06/01/2021
Brings AUM to £600m
06/01/2021
Concerns are regularly raised about ‘prices have gotten ahead of themselves’ and ‘never has the price been higher for this asset’.
05/28/2021
The AGM took due note of the company’s intention to appoint Erik van Houwelingen as a member of the Management Board, with responsibility for Investment Strategies & Solutions.
05/28/2021
This fully interactive map also includes regional breakdowns in order to show where in the UK the impact is taking place, as well as greater transparency on which organisation the Trust is invested in.
05/28/2021
The investment maturity and sophistication of the next generation should not be taken lightly and if they expect to generate 10% - 15% revenue out of their capital, wealth managers need to deliver quickly.
05/28/2021
Rosie Reynolds Marketing offers tailored solutions for businesses to achieve their digital marketing goals such as email campaigns, social media support, website content and design, SEO, social media and Google Ads.
05/28/2021
The former UBS and JP Morgan heavyweights shaking up private banks across Europe
The company may be a new name in the Square Mile, its management team certainly is not as it consists of some well-known faces in the City and Canary Wharf.
05/28/2021
Utmost Group, which aims to complete the purchase of Quilter International by the end of this year, unveiled assets under administration of £36.7bn at 31 December 2020, compared to £30.1bn at the end of 2019 on the back of the Equitable Life a
05/28/2021
The ranking recognises the astounding growth the business has achieved, now 1,200 people across 16 locations with assets under administration of more than £260bn.
05/27/2021
HSBC Exits U.S. Retail Banking to Target Wealth Business
HSBC will continue investing in US international wholesale banking franchise
05/27/2021
“We invest in forward-thinking firms to optimise their capital value, providing the framework they need to significantly grow their business, without compromising on client service or independence.
05/27/2021
Our transformation and restructuring programme has resulted in continued operational efficiencies and productivity so we are coming out of the pandemic strategically and operationally stronger.
05/26/2021
New Family office launches
The first service to be announced under the umbrella of Walgate
05/26/2021
Maven is an owner-led business comprising 12 partners, with a regionally based team of 91 investment executives and support professionals.
05/26/2021
Nearly half (46%) of the financial advisers questioned said that new variants and failure to have a consistent global rollout of the vaccine would increase volatility in stock markets.
05/26/2021
Money manager St James’s Place said inflows this year had surged as government spending and the vaccine rollout drove positive investor sentiment.
05/26/2021
“We strongly believe that today’s portfolio returns should not be at the expense of future generations."
05/25/2021
Investment group eyes M&A deals in UK wealth sector
Firm believes ‘there are opportunities’ in the market
05/25/2021
It is testament to the great work that my team and everyone at Oak has achieved over the last year