07/05/2021
The lack of agreement at the OPEC+ meetings may lay the ground for further upside on the oil price, more upward pressure on headline inflation, and possibly some better performance from the equity oil sector.
07/05/2021
The Company’s client-led growth strategy is backed by a simplified structure focused on three core growth vectors; Investments, Adviser and Personal.
07/05/2021
JCAP provides a range of cash management services to institutions, professional advisers, trustees and high net worth individuals
07/02/2021
The new licence complements the group’s existing fund administration capabilities
07/02/2021
Wealth manager buys PE business
07/02/2021
Chase de Vere said it did not furlough any of its employees during the pandemic and its sole focus was on the wellbeing of its clients and its employees.
07/02/2021
Audrey McKinstry and John Simpson worked together at Investec W&I for over two decades.
07/02/2021
The awards, which are widely recognised as the most prestigious in the private client and wealth management industry, look to highlight excellence among private client lawyers, accountants, barristers, bankers, trust managers and financial advisers.
07/01/2021
High net worth investors are demanding a wider choice of products and more transparent costs and charges
07/01/2021
Wealth-X Launches the Ninth Edition of the “World Ultra Wealth Report”
07/01/2021
The legal merger was approved by Van Lanschot Kempen’s shareholders at the AGM of 27 May 2021.
07/01/2021
The deal brings an additional 1,500 clients into the group together with ASM’s six advisers and nine support staff.
07/01/2021
UBP Makes Second Acquisition in a Week
The transaction, which is an asset deal, is subject to the approval of the relevant regulatory bodies and is expected to be completed in the fourth quarter of 2021.
07/01/2021
Gordon Neilly will join the board at Parmenion following the conclusion of the deal with Preservation Capital Partners
07/01/2021
The FCA previously said it had been “working with Dolfin while it took steps to try and address these concerns
07/01/2021
One of the key challenges identified was integrating ESG into the investment management framework and then monitoring this.
07/01/2021
The private equity firm – now with 10 offices throughout the UK – was launched in 2009 after a buyout of Aberdeen Asset Management (AAM)’s private equity business.
07/01/2021
We win two sustainable investing awards for our work tackling climate change and helping clients build a better future – hot on the heels of a similar accolade last month
07/01/2021
The company’s founder is Ali Jamal
06/30/2021
The Citywealth Brand Management & Reputation Awards shines a spotlight on the corporate brands who are pioneering in the wealth management industry.