01/27/2021
Coutts Reshapes Offer For UHNW Clients Under The Coutts Family Office Name
CFO offers the bank’s wealthiest clients unique investment opportunities, tax and inheritance planning and the ability to facilitate their philanthropic ambitions.
01/27/2021
Vintage Wealth Management acquires Beaufort firm Corfe WM
Vintage Wealth Management has acquired Surrey-based Corfe Wealth Management, an appointed representative of advice network Beaufort Financial.
01/27/2021
Private German bank reports record profits and plans to broaden footprint in Frankfurt
01/26/2021
GAM Loses Major Private-Label
The GAM Private Labelling business provides fund solutions focused on structuring, legal set-up, fund administration arrangements and management company services.
01/26/2021
“We are delighted to be working with Redmill Advance to provide an effective and flexible way for individuals to learn, giving them the best opportunity for exam success.”
01/26/2021
The data found that income managers struggled to beat the index, primarily as a result of their inherent value style bias, while North American managers were flat compared to the broader index.
01/26/2021
The agreement represents a new strategic partnership between State Street and Vontobel Asset Management, an active asset manager with global reach and a multi-boutique approach with more than CHF 120 billion in assets under management (AUM).
01/26/2021
As with many other areas of need and opportunity in the wealth management sector, there is clearly a strong case for modern technology tools to enhance, scale and build out the offering.
01/26/2021
It is this broad-based strength that has allowed us to stand by our clients, our team and those in need throughout the pandemic.
01/26/2021
Fourth quarter gross sales of £2.8 billion (2019: £3.5 billion) and net inflows of £0.4 billion (2019: £0.5 billion).
01/26/2021
For many family businesses, a sense of shared purpose can be more important than anything else.
01/26/2021
Total fund assets serviced in Guernsey were up to $428.4 billion, with numbers of serviced schemes and sub-funds also increased.
01/26/2021
The aim of the Q&A is to ensure that the content requirements are met.
01/26/2021
The merger strengthens our position in wealth, tax and finance law
01/26/2021
What are the continuing effects of the forces that have been driving markets for the past twelve months?
01/26/2021
In amongst all the distractions, focusing on what really matters will be the key to investment success.
01/25/2021
More firms are finding the value of tech to upgrade operations and improve customer experience
01/25/2021
New CEO Stephen Bird reportedly told staff not to expect a bonus in a videoconference call last week.
01/25/2021
National advice firm AFH Financial has received a £225m cash offer by US-based private equity firm Cortina Bidco for a takeover of the business.
01/25/2021
Dundee-based Thorntons Investments has acquired two Scottish advice firms.