07/12/2022
In addition, operating in multiple jurisdictions means there are decisions to be made over whether to take a broad-brush approach and apply the strictest regulatory regime to all products, or adopt the compliance rules of each country and have a more tail
07/11/2022
It additionally indicated that the step would also potentially set him up to succeed current UBS chief executive Ralph Hamers, although no final decision has been made yet.
07/11/2022
The deal is the largest in a wave of consolidation that has swept through the UK’s wealth management industry.
07/11/2022
After surpassing the $3 trillion mark in assets under management, the Swiss lender under Hamers is counting on greater use of digital technology to boost cost savings and increase business with the world’s wealthy.
07/08/2022
Those in London have seen their wealth grow fastest.
07/08/2022
Catherine Glennon will join Evelyn Partner’s Cambridge office from Tees Financial, the Independent Financial Adviser arm of regional law firm Tees.
07/08/2022
Swiss fund house to focus efforts on high conviction and high alpha products, Citywire has learned.
07/07/2022
This year’s Award ceremony will be hosted by Kate Silverton
07/07/2022
Secular trends encompass thematic opportunities with the potential to have a material effect on the world and financial landscapes with long-term and lasting consequences.
07/07/2022
Profit before tax of £79m
07/07/2022
In May it completed the acquisition of Ferguson Financial Management, bringing in another £80mn of assets under advice.
07/07/2022
This is being driven by overall rental yields responding to the broader rises in gilt yields, as well as the very depressed levels of consumer confidence putting people off moving home.
07/07/2022
The wealth firm has cut fees on its active and passive Cornelian multi-asset range.
07/07/2022
Strategy is designed to capture the opportunities associated with the sustainability-driven transformation of Food Systems.
07/06/2022
Catherine reports to Simon and will work closely with him in managing relationships with key consultants in order to obtain ratings for BNPP AM’s flagship strategies.
07/06/2022
In a bid to expand its international presence
07/06/2022
This award recognises the digital strategy and innovation momentum built to meet the expectations of both clients and employees.
07/06/2022
We've analysed the length of time job ads were live online across the job market using GlobalData figures
07/06/2022
Replacement scheme 'in due course'
07/06/2022
The alternatives giant has received authorisation to launch an open-ended perpetual private equity fund in Luxembourg, Citywire understands.