01/10/2022
He said of his move: "In the coming years, the growth of crypto-financial services will continue to accelerate in Europe and globally. We anticipate key shifts in regulation, client expectations, and technology.
01/05/2022
O-IM, which was established by two former JP Morgan directors, has launched an AIM IHT portfolio with a focus on 20 value-based businesses.
01/04/2022
It completed the acquisition of Metnor Holdings, the holding company for IBOSS Asset Management (IBOSS) and Novus Financial Services (Novus), following the receipt of regulatory approval at the end of 2021.
12/30/2021
Eimear Toomey, head of responsible investment at Quilter Investors, said investing and personal finance have often been overlooked in terms of living more sustainably.
12/28/2021
The three phases process started by deploying the Portfolio Management component to serve advisors with insights, relevant and actionable information to respond to client preferences with a personalised advisory service.
12/28/2021
Under Peter’s leadership since 2016, Coutts has doubled down on the purpose-driven spirit on which it has built its reputation, accelerating its digital capabilities, extending its commitment to entrepreneurs and earlier this year, achieving B Corp