04/15/2021
The events will look at the trends seen for how women invest and how working with female clients can provide better outcomes for them and their wider families.
04/15/2021
Adrian Johnstone, Co-Founder and CCO at Practifi looks at how attitudes to technological change and adoption can drive success
04/15/2021
Some even acquire second residencies here, they enjoy our fauna and flora but also our lifestyle,’ Barthélemy says.
04/15/2021
A round-up of our recent interviews with our UK equity fund managers, where they have discussed some of the opportunities available to investors in UK businesses, as well as how recent events shape the outlook for the UK market.
04/15/2021
As part of a strategic approach to building its proprietary banking technology and fostering innovation, Lombard Odier constantly seeks to strengthen its services.
04/15/2021
Acquisition expands UK wealth management footprint into Scotland with a leading and well-established franchise and increases client assets by approximately £1.7 billion (C$2.9 billion)
04/15/2021
Canaccord has done several acquisitions within Britain, but Thursday’s deal is the first time the wealth manager has moved into Scotland.
04/14/2021
With some 1000 clients, Cornerstone advises on £500m of Assets Under Management (AUM) and has a team of 22.
04/14/2021
Our specialists have been shortlisted for three of the sector’s most prestigious awards
04/14/2021
The announcement comes just a few days after judges confirmed the specialist Investment PR firm as a Finalist in the Headlinemoney 2021 Awards.
04/13/2021
It comes two weeks after a Saudi Arabian fund completed the north’s biggest ever office deal, paying £87m for the completed Merchant Square development in Belfast city centre.
04/13/2021
Columbia Threadneedle is Ameriprise Financial's global asset management business, overseeing investments for individuals, advisors and wealth managers, as well as institutions.
04/13/2021
The complementary product offerings provide scope for potential revenue synergies, while maintaining the strong cultural commitment of both companies to putting clients first.
04/13/2021
The team will join Pictet’s banking branch in Monaco, which opened in February 2020.
04/13/2021
This realignment will, amongst other benefits, provide an enhanced ability to provide sustainable versions of the strategies as part of the wider focus on sustainability.
04/13/2021
"Advisers are saying to us that they are finding the conversations they are having around sustainability are very positive.
04/13/2021
Gross flows represented a 29.5 per cent increase on the previous quarter, which stood at £494m as sentiment continued to improve and a 9.8 per cent increase on the first quarter of 2020.
04/13/2021
BNP Paribas lists the takeover of Syngenta by ChemChina, the sale of Bank Sarasin to Bank Jacob Safra (Switzerland), the defense and subsequent sale of Converium to SCOR and the sale of Swiss to Lufthansa.
04/12/2021
It also concerns the checks and balances of the way the office is operated, to ensure that previously established rules are being followed.
04/12/2021
Vaghjiani joins a board with immeasurable expertise from across the financial sphere, with names such as Nektarios Liolios, founder of Startupbootcamp Fintech and Vidur Varma, former executive of Citi Gold already sitting as advisors.