03/13/2020
When Quilter terminated its contract with tech provider IFDS and switched to FNZ in May 2017 it said it had spent more than £200m on the platform, and expected to spend about £160m more.
03/13/2020
UBS and Credit Suisse are among those seeking extra collateral from wealthy customers as markets tumble
03/12/2020
International Wealth Management Firm Launches Spanish Logistics Fund
Swiss based wealth management firm acting as Investment Advisor, has completed its first Logistics acquisition in Zaragoza, Spain
03/12/2020
Although China's domestic economy is recovering, the global situation challenges external demand.
03/11/2020
Quilter plc preliminary results for the year ended 31 December 2019
03/11/2020
Our Wealth & Asset Management business continues to attract new clients thanks to our long-term investment approach.
03/11/2020
Hurley Partners’ experienced management team will be retained by Mattioli Woods following the acquisition.
03/11/2020
Now firmly established as the client’s trusted advisor, Vistra now plays a leading role in the continued wealth creation and prosperity of the client.
03/10/2020
No stand-out leaders in the space, research reveals
03/10/2020
Close profits down 8% as CEO search continues
The performance of the group continued to demonstrate the consistent application of our business model in a period of lower activity in the UK economy.
03/10/2020
UWOs are one of the UK's newest tools in the fight against suspected criminal money invested in property.
03/10/2020
Deutsche Bank’s Wealth Management business and the fintech QPLIX have agreed to cooperate on the growing business with asset managers, family offices and other financial institutions such as pension funds.
03/09/2020
A representative of SJP got savers to back an unregulated firm that later went bust. Ali Hussain reports
03/09/2020
Leading UK Wealth Management companies and individuals working in the sector, presented with awards at The Guildhall in London by Natasha Kaplinsky.
03/09/2020
This was an increase on the £32.7m of revenue reported for the previous year and followed a string of acquisitions in recent years.
03/09/2020
Harwood shareholders will be entitled to receive 145p for each share, valuing the entire deal at £90.7m.
03/09/2020
As the Group continues to grow and evolve, I am pleased to welcome Stuart Parkinson, who will join us on 1 April 2020, as Group Chief Executive Officer.
03/08/2020
Woodford would manage the money privately for his new backers.
03/06/2020
Coutts has launched a new fund with BGF to allow entrepreneurs access to growth capital, with a specific focus on female founders.
03/06/2020
Announcing that Coutts is working with BGF to develop The UK Enterprise Fund, is a pivotal moment for the Rose Review