11/03/2021
Quilter, a British wealth management company, has today announced robust third quarter results with net inflows of £1bn, ten times that of the same period last year.
11/03/2021
The deal brings almost 2,000 clients to the group, as well as 12 advisers and six support staff.
11/02/2021
The pipeline consists of £35m to £70m worth of further investments in funds currently in the portfolio, co-investments and new fund investments.
11/01/2021
Coutts clients are pioneers, disruptors, champions and change-makers, successful people at the top of their game.
11/01/2021
“The third quarter continued to see strong new business generation,” Chris Woodhouse, chief executive, said.
11/01/2021
King said UBS had begun focusing on sustainable investing about five to 10 years ago and expects to see ongoing increasing demand for it. He added there is also real political will to support these types of investments.
10/29/2021
Total Assets under Management and Administration rose by 18% (£35.7bn) compared to Q3 2020. Our online propositions also show very pleasing growth and reached £1.5bn in AUM.
10/29/2021
The meeting was chaired by Jean Lemierre, and the Board examined the Group’s results for the third quarter 2021.
10/29/2021
“In line with our desire to balance the interests of all stakeholders, we have recently paid year-end bonuses in respect of the financial year ended 31 May 2021 to all staff having taken the cautious decision not to pay year-end bonuses for the prio
10/29/2021
In addition to a robust operating result, sales from the portfolio of participating interests also chipped in to net profits.
10/28/2021
The Edinburgh-based fund house has taken part in at least seven Spac mergers so far in 2021, even though the managers of its flagship fund, Scottish Mortgage, have criticised the format.
10/28/2021
As a result, Gen Z’s journey seems to be parallel to other client generations’ but traveling along a different path.
10/28/2021
What’s the reality of building a culture that champions equality and inclusion for our colleagues and clients? We explain how we’re moving forward on our journey to greater diversity.
10/27/2021
It was against such a background that I recently gathered together three Courtiers Advisers in a meeting room in the company’s offices in Henley-on-Thames.
10/27/2021
Both entities share the same long-term vision, culture and values which underpin their delivery of wealth management and bespoke family office solutions to wealthy families.
10/27/2021
Private equity deals accounted for 28% of all deal volume in the UK in that period, and 35% of deal value.
10/27/2021
eutsche Bank reaffirmed its intention to recognise most of the remaining transformation-related effects by year-end 2021.
10/27/2021
Hamm told FTAdviser: “We’ve got to the point where the world has changed significantly, and whenever there’s worldwide disruption, there’s the opportunity to disrupt within industry as well.
10/27/2021
The Covid-19 pandemic and the regulatory and political changes of the past 18 months have prompted family offices to review their operations.
10/26/2021
The initial plans for expansion include opening an office in London, to better serve clients across the UK, Europe, and Asia.