09/02/2020
Revenue growth was also helped by the Broughtons and Ssas Solutions businesses acquired in the prior year, plus £200,000 of revenues from Turris following its acquisition in December 2019.
09/02/2020
The new strategy’s team also manage the Asia High Conviction fund.
09/02/2020
AUM dropped to CHF 559bn.
09/02/2020
Gilmour Hamilton Wealth Management represents a great boost for our Hub in south west and central Scotland.
09/02/2020
At the same time, savings and investments are becoming more complicated. Clients need long-term advice and strategies more than ever before.
09/02/2020
IWP has purchased Kilmarnock-based financial planning firm Gilmour Hamilton Wealth Management, its 12th acquisition this year.
09/02/2020
This growth will play an important part in supporting future private placement trust business.
09/02/2020
The awards, which this year attracted a record number of entries
09/02/2020
The acquisition of CE&S, together with the recent appointment of Bruno Noyon as our new managing director in France, leaves us extremely well positioned to take advantage of this significant market opportunity.
09/01/2020
The Group’s profit for the first half of the year reached CHF 20.4 million.
09/01/2020
The newly-constituted Board of Tilney Smith & Williamson comprises eleven Directors drawn from both the two previous boards and representatives of the group’s major shareholders.
09/01/2020
Pictet remains geared for expansion and continues to invest in new staff and technology.
09/01/2020
The portfolio has evolved and strengthened as early projects have been replaced with new opportunities.
08/28/2020
The letter confirmed that the merger had received "overwhelming support of Smith & Williamson shareholders and achieved all the necessary regulatory approvals" earlier in August.
08/28/2020
Swiss bank says clients affected by unathorized actions
08/27/2020
While pandemic casts long shadow over property, it creates opportunities for environmentally friendly innovation
08/27/2020
One year in to his role at the top of the Swiss asset manager, EdRAM's CEO Christophe Caspar reveals what has led to increased inflows.
08/27/2020
As a result of higher brokerage income due to the volatile market developments and a larger asset base compared with the prior-year period, income from services rose 7% to CHF 572.3 million in the first half of 2020.
08/27/2020
The result is that ‘hybrid’ family offices – hiring a few key staff and outsourcing the rest of the work to service providers – are becoming increasingly popular.
08/27/2020
Brewin Dolphin says that to preserve the capital while providing income to live on, retirees should aim to take a maximum of 4% of their overall pension, subject to the individual’s risk profile.