04/26/2021
Our core focus on asset management, wealth management and private banking, alternatives and fintech, means we bring deep experience to the client table in our field of specialism.
04/26/2021
According to Oliver-Wyman’s global world wealth report 2020, there has been a 7-10 fold increase in client engagement across all digital channels during the pandemic.
04/26/2021
The package focuses on material sustainability reporting and disclosure obligations, as the EU looks to direct capital toward sustainable activities.
04/26/2021
Sports and entertainment professionals face unique challenges when it comes to their finances due to the unique structure of their careers.
04/22/2021
A clear workplace financial wellbeing strategy can boost mental health – and productivity.
04/22/2021
The focus of Fairstone’s approach is to attract businesses that do not want to sell today but want to grow and develop.
04/22/2021
The newly combined business in Belfast can trace its roots back to the 1840s.
04/22/2021
In response to this challenge, Adviscent developed a savvy content hub called Interactive Advisor for content owners like research analysts, investment writers and sales managers to create, manage and distribute guided investment stories tailored to the r
04/21/2021
This has been led by our new Quilter Investment Platform which achieved record gross flows in March 2021, exceeding monthly sales of £1 billion for the first time.
04/21/2021
Our fixed income strategies saw strong year-to-date performance resulting in 98% of total AuM outperforming their benchmark over five years.
04/21/2021
The goal of the NZBA is to remove carbon-intensive, climate-damaging sectors from their investment portfolios.
04/21/2021
‘The investment trust sector has been relatively behind the curve in servicing the growing demand for ESG strategies’
04/21/2021
It does not want to do deals which see clients as a ‘secondary concern’
04/21/2021
Find out why Coutts has joined Net Zero Asset Managers initiative
04/20/2021
In the latest Quarterly Market Review for Q2 2021, EFG’s economists turn the spotlight on the US and other markets to see if the longed-for recovery is emerging.
04/20/2021
Assets under management (AUM) inched higher to £58.79bn in the first three months of the year, up from £58.73bn at the end of the previous quarter.
04/19/2021
EFG and A&G will continue to cooperate in various areas, including the distribution of New Capital funds in Spain, specialised corporate finance advice and other activities.
04/19/2021
Senior staff evicted from 42nd level of Canary Wharf tower to make room for collaborative space
04/19/2021
There is the potential for a further £640,000 top-up payment, dependent on the attainment of specified performance targets in the two years after completion.
04/19/2021
Jaime Bolívar, Managing Director at TechRules, says that keeping a focus on objectives has paid off