03/25/2019
Leeds-based wealth manager acquires London IFA
The purchase follows TPO’s acquisition of PQR Financial Planning in 2016, which added 23 staff including 11 advisers and £250m funds under management.
03/24/2019
Meeting the students also took me back to my own early days at work.
03/22/2019
T Rowe Price, UBS, Credit Suisse, Kiltearn and Silchester hit by 80% fall in Swiss manager’s shares
03/22/2019
Wealth manager hits back at veteran investor’s critics
03/22/2019
There is a broad spectrum in the minimum amount required for private banking: some banks are happy to take clients with six-figure sums, but some demand eight.
03/22/2019
The bank will reduce the number of market heads to six, from 14 previously.
03/22/2019
Thiam is rewarded after taking a cut last year amid losses
03/21/2019
Quilter research shows it is something rarely being discussed or planned
03/21/2019
Phoenix collected the Silver Award in the ‘PR Agency of the Year’ category at the inaugural Brand Management & Reputation Awards in 2016, and the Gold Award in the same category a year later.
03/21/2019
At the Global Wealth Management division, its 100% sustainable cross-asset portfolio tripled in size since its launch in January 2018
03/21/2019
Canaccord Genuity buys wealth management firm
It is expected that the acquisition will be immediately accretive to the Company's adjusted earnings1.
03/21/2019
The Iskander acquisition comes in the same week that Queensgate Investments, a partnership between the Kow Family, Alvarium Investments, Peterson Group and Dilmun acquired four Grange Hotels in Central London in a deal valued at around £1 billion.
03/21/2019
Businesses in the UK, Ireland and Jersey that can demonstrate they are using innovative techniques to help sustain rural communities can apply from today until 14 June here.
03/20/2019
The letting to St. James’s Place Wealth Management follows Monzo agreeing to occupy the first and second floor of 2 Kingsway.
03/20/2019
The whitepaper titled “Jersey – A Clear Choice for Saudi Investors” examined the various approaches sought by investors in structuring inbound and outbound investments
03/20/2019
They highlight the company’s commitment to continually enhancing its wealth solutions and service capabilities, to drive sustained growth over the long term.
03/20/2019
In September the bank appointed former head of Barclays' personal banking and Barclaycard units Steven Cooper as its new chief executive, replacing David Green.
03/19/2019
'Graham will be remembered fondly by all those colleagues who worked with him for his colourful personality that shone through in everything he did.
03/19/2019
A bitter dispute has provoked the departure of chief executive and a star fund manager
03/18/2019
Consequently, wealth managers should focus on other communication channels.