07/01/2019
The multi-asset arm of Old Mutual Global Investors has already become Quilter Investors - with the rest bought out to become Merian Global Investors - while the platform will rebrand to Quilter Wealth Solutions next year.
07/01/2019
Spokesperson: Dan Smith, Investment Manager, Canaccord Genuity Wealth Management
07/01/2019
Hosted in London later this year, the ceremony will attract more than 700 practitioners from the wealth management industry and Equiom will send a team of ten to represent the business.
07/01/2019
According to Quilter, the rebranding of Intrinsic replaces the Caerus network brand.
07/01/2019
The survey also found that businesses within the sector are now turning their focus to cutting costs and reducing fixed overheads.
07/01/2019
The division is primarily focused on the firm's sustainable real estate range
07/01/2019
Florence BrocklesbyFor the wealth management and private banking industries, the news on #MeToo is clear: it’s going to be increasingly front of mind and in the papers over coming months as cases rumble on, more historic issues emerge, and the FCA d
06/28/2019
EQ will add an exciting new dimension to socially responsible investing within model portfolios via the platform with their Positive Impact Portfolios.
06/28/2019
Netwealth CEO says her firm is here to modernise money management
06/28/2019
Wealth managers will need to use AI and big data to keep their share of the mass affluent market out of the hands of robo advisers.
06/27/2019
The Fund aims at reaching an initial target of $250m.
06/27/2019
Overwhelmingly, those under 25 voted to remain within the open borders of the European Union. Nearly 5 million Britons now live overseas.
06/27/2019
This year saw a record breaking number of entries with over 300 submissions from across 12 countries and only those judged to be the most outstanding in each category have been shortlisted.
06/27/2019
That nonetheless fell short of the full pipeline of eight deals which the company in January said it hoped to complete in the short term.
06/26/2019
The savings could be made via automation and shifting functions to lower cost locations, it noted.
06/26/2019
It is currently registered for sale in Etonia, Latvia, Lithuania and Sweden.
06/26/2019
The complementary combination of my stock-picking skills and Nick’s insight into timing trading has brought a lot of success to the AIM and Opportunities funds, which makes this move a natural next step for the fund.
06/26/2019
Having launched on International Women’s Day this year, the Network is seeking to change the financial sector to better cater to the needs of women.
06/25/2019
This type of lead scoring is also very focused on short-term sales—that is, finding any advisor for sales to call who seems interested enough to buy now.
06/25/2019
EFG is also announcing the appointment of Pedro Rego as the new Head of its Portugal branch, effective May 2019.