07/07/2021
The Company is led by Chief Executive Officer Richard Berthy and President David Whitaker, who will remain shareholders and continue in their current management roles.
07/07/2021
As part of the growth plans, the firm has also hired a former Sparinvest equity portfolio manager.
07/07/2021
Though advisers have long offered health and life insurance policies, such policies are rarely integrated as part of a holistic, longevity-oriented offering.
07/06/2021
Macrobond’s integrated analytical tools enable customers worldwide to find, analyse and visualise relevant data.
07/06/2021
Looking ahead the board remains positive about the Group’s prospects with the chief executive highlighting that they’ve seen “positive momentum continue to build, with greater client activity”.
07/06/2021
The author of The Complete Family Office Handbook said wealth education for families has evolved during the pandemic.
07/06/2021
The Vadevalor fund manager search engine and ratings system is easy to use and to understand, and has been as warmly received by UK managers and professional investors as it was when we launched the platform in Spain.
07/05/2021
The Citywealth BMR Awards highlight the best brands in the private wealth industry
07/05/2021
She was announced as the winner in the Career Achievement category at a ceremony hosted in London on the 22nd of June.
07/05/2021
Following its acquisition of Inside Pensions, ZEDRA shares its latest press release on UK growth.
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”