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The journey to achieve your goals isn’t always easy.

Vontobel opens advisory office in Milan and hires WM head for Italy

As a listed company with a strong family shareholder base, Vontobel symbolizes financial stability and transparency.

BREAKING: DeVere-backed European IFA network launched

By joining our network, IFAs can focus on helping their clients achieve great outcomes whilst we manage the necessary paperwork which will empower them to expand their business as they see fit.

Quilter stops network IFAs from offering DB transfers

But it is ‘committed’ to providing the service through its restricted financial planners

Silver prices outshine gold to hit seven-year high

The rush to buy precious metals comes as investors search for reliable stores of value due to fears about the global coronavirus recession and the strength of the recovery.

Gold nears all-time high as growth concerns buoy haven demand

UBS Group AG raised its near-term forecast for gold to reach $2 000 an ounce by the end of September, citing its qualities as a diversifier in a low-rate world.

Hundreds of Millions Flow From Russian Ministry Into An Obscure Geneva Organization — And Officials’ Pockets

“All international organizations have donors that contribute more than others — usually these are the big countries like the U.S., China, and Russia,” the representative said.

WealthTech Talks: Unique technology or unique value proposition

The arrival of the digital wealth management movement over the last decade, technology-delivered and, (until more recently) without the option for any form of human relationship, ushered in a change to the way the wealth management model was sold to clien

Inherited wealth on course to be a much more important determinant of lifetime resources for today’s young than it was for previous generations

The aim of this research was to shed light on the inheritances likely to be received by those living in England who were born in the 1960s, 1970s and 1980s.

Brewin Dolphin : hails improved investment performance, robust inflows for funds boost

Continued resilient performance in Q3 supported by market recovery and organic growth; total discretionary net flows of £0.4bn, an annualised growth rate of +4.5%.

Quilter launches personal counselling service for advisers

All these services are completely confidential and can be found alongside many other resources aimed at supporting advisers businesses through Quilter’s There for You hub.*

Bowmore rebrand offers DFM and financial planning

As Mr Incledon explains, a huge amount of what goes into a financial planning process is determining a client’s level of risk and making sure anything recommended is appropriate and suitable.

Tavistock writes down £5m as it launches £700k restructure

The wealth manager said it hopes to boost fund flows after striking up a partnership with Hong Kong-based Hamon Investment Group.

Liontrust CEO Ions picks up £4.5m after bumper year

John Ions’ pay increased marginally to £4.56m in 2020

EFG Profit Edges Higher on Trading Boom

In March 2019, EFG presented its 2022 strategic plan, which focuses on achieving profitable growth and effective capital deployment

Close Brothers Scheduled Trading Update

Our accreditation to lend under the support schemes introduced by the UK government allows us to maximise our support for small businesses.

UK asset manager opens Mallorca office

Key drivers were ‘thorny issue of passporting’ and long-standing relationships with IFAs

The Edmond de Rothschild Foundations, Faire, and Singa Announce the Creation of an Emergency Fund

FAIRE, SINGA France and the Edmond de Rothschild Foundations decided to join forces to create an emergency fund in response to COVID-19 for migrant and refugee entrepreneurs.

Fix Your Finances Before Lockdown Ends

The coronavirus lockdown provides a good opportunity to sort out your financial planning. Here are three key questions we think you should ask yourself to get started.

Tilney joins private client majors at WealthiHer network

A University of Oxford study found that women were much more likely to be furloughed or made redundant than men.

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