12/04/2018
Working with Pacific Asset Management, who have built the solutions from an operational, regulatory and technology perspective, the dVAM range of funds represent the “next chapter in deVere’s ongoing success story.”
12/04/2018
The acquisition is based on the belief that the personal financial services market in Italy is still inadequately served for its size.
12/04/2018
They are owners of companies, they create a lot of jobs and a lot of wealth.
12/03/2018
At the start of the 2017 financial year, the board set itself three medium term financial aspirations: funds under management of greater than £5bn, revenues of £75m per annum and underlying EBITDA margin of 20 per cent on revenue.
12/03/2018
If a product becomes cheaper to produce then a company’s margins improve and this makes a difference to its bottom line.
12/03/2018
The property was previously managed by Roebuck Asset Management, who had advised on its acquisition in 2011 and acted for the vendor in the sale.
11/30/2018
Not something clients want
11/30/2018
Commenting on his firm's use of the vehicles, Mohsin Bukhari, head of investment research at Carrington Investments, said the group only adopted passive investments at the start of this year, as they predominantly used active managers in the past.
11/30/2018
Hannah is a key player in Sanlam’s Global High Quality Fund
11/29/2018
Clients of Cheltenham-based Eastgate, will be serviced from Quilter Private Client Advisers’ Birmingham office, while Holdaway Johnson, based in Surrey, will be aligned to the London office.
11/29/2018
Hamburger Sparkasse, Oddo BHF, and Berenberg log a decade or more in the top 10 as ranked by Elite Report.
11/29/2018
Insurers, endowments and family offices are among customers
11/29/2018
Walid Choucair completes three days of testimony in court
11/28/2018
ZEDRA’s network covers 13 jurisdictions across 15 offices in Asia, Oceania, the Americas and Europe.
11/28/2018
Last year, the unit collected almost two billion euros in new money while assets under management reached an all-time high of 28.5 billion euros.
11/28/2018
A number of wealth managers and private banks offer the service, though that number is dwindling.
11/28/2018
The last two months of this period saw a number of important changes, building on the work undertaken in recent years.
11/28/2018
Balance sheet remains strong, underpinning the delivery of our growth strategy.
11/27/2018
Wrap platform AJ Bell has unveiled its IPO price range, which will give it a valuation of between £626 million and £675 million.
11/27/2018
This was driven largely by a fall in revenues of 1.9 per cent to £15.1m.