11/18/2021
A golden data set is created by aggregating data from multiple sources and cleansing and normalizing it into a single source. Everything in the office should use this single source of data.
11/18/2021
With a minimum loan amount of £1m, Coutts’ products are aimed exclusively at high net worth clients.
11/18/2021
The trust, which set out to deliver measurable positive social impact alongside long-term capital growth and income, was the first of its kind to list in London.
11/18/2021
The group said it saw “record levels” of funds under management, up 7 per cent to £27.4bn at the half year end.
11/18/2021
Return on equity (ROE) was 11.2% for the period (1H2021: 5.3%) and return on tangible equity (ROTE) was 12.1% (1H2021: 5.8%).
11/18/2021
Schroder BSC Social Impact raises £10.8m
11/18/2021
Deal adds £380m in assets
11/18/2021
Interim results for the six months ended 30 September 2021
11/18/2021
Award nominees are selected by a panel of highly-regarded practitioners within the private wealth sector.
11/17/2021
Wealth firm says the ‘intention is to give people a safe space to practice in’
11/17/2021
Smythe and Water is run by chief executive Lee Smythe who leads a team of three looking after approximately 100 client households with around £40m in assets under management.
11/16/2021
Each year, respected financial publisher Citywire considers a variety of facts and information gleaned from financial advice firms across the UK, before creating their ultimate list of who they deem the best advice businesses in the country.
11/16/2021
Outstanding Private Bank for Diversity and Inclusion, new for this year, showing the strength of the French market at the moment.
11/16/2021
Record first-half earnings and AUM.
11/16/2021
This recognition takes on its full meaning in November 2021 during the Crédit Agricole group Diversity Month.
11/15/2021
Kingswood has added £115m in client assets via the purchase of Redcar independent financial adviser Money Matters (North East) for £3.4m.
11/15/2021
The bank also made further progress in resolving legacy matters as it prevails in the dispute with a Taiwanese insurance company.
11/15/2021
Jack beat six other candidates shortlisted to be named the 2021 ‘Trust Officer of the Year’ thanks to his valuable contribution at Highvern and charitable work in his personal time.
11/15/2021
The Transaction will add approx. £23bn of assets under administration and 90,000 policyholders to the Group, taking total assets under administration to approx. £61bn and total policyholders to 580,000
11/15/2021
You can also watch him explain the company’s new offering for institutional investors, and outline prospects for growth as the world recovers from the COVID-19 pandemic.