08/21/2019
Compared to last quarter, net income was up $33 million with higher earnings in Personal & Commercial Banking, Wealth Management and Insurance, largely offset by lower earnings in Capital Markets and Investor & Treasury Services.
08/20/2019
William Hepburne-Scott, regional director, Brewin Dolphin, said: “The advice gap is real, and changes such as pension freedoms have meant seeking advice at key moments in your life has never been more important."
08/18/2019
A merger would propel them into the top five British wealth managers by assets, and would broaden its offering to include tax advice and other financial-planning services provided by S&W through its accountancy arm.
08/18/2019
Rathbones is a marauding hunter. Fiercely independent, the wealth manager, valued at £1.2bn, is on the prowl for deals.
08/16/2019
Eva Sheppard, partner at Stonehage Fleming, gets us up to speed on the main trends and observations she has noticed in the family office space right now.
08/15/2019
Financial advisory firms should be more concerned about the rise in popularity of digital financial advice platforms as they gain in popularity, says GlobalData, a leading data and analytics company. According to GlobalData’s 2018 UK Independent Fi