02/14/2019
The latest acquisitions, as well as the recent acquisition of Innovate Financial Planning in Edinburgh, will see Progeny’s national headcount double and increase the group’s assets under advice, now well over £1bn.
02/13/2019
Nicolas Moreau's Ladbroke Advisory will work with asset managers and fintechs on strategy and new products
02/13/2019
A dedicated project team from Multrees worked closely with Saltus so that the business could select exactly which services were right for them.
02/13/2019
New figures from Fairstone, released at its annual conference in Newcastle, also show 11 per cent outperformance across its entire portfolio of acquired businesses
02/12/2019
Portugal's Banco Best and Luxembourg-based platform Fundsquare said in their statement after the test that it had showed cross-border distribution over blockchain was "more efficient, scalable and timely in processing."
02/12/2019
It proposed an unchanged dividend of 2.10 francs per share.
02/12/2019
The gala evening brings together industry leaders to recognise outstanding practitioners in the Swiss and international private banking
02/12/2019
Savanta launched earlier this month with the merger of MIG Global’s research brands Morar HPI, Viga, Circle and Charterhouse into the new brand.
02/11/2019
Lloyds Banking Group PLC plans to hire more than 700 financial advisers
02/11/2019
Based in London, Leeds and Salisbury, Progeny employs more than 35 investment professionals and more than 20 lawyers.
02/11/2019
The acquisition of Castleton is our second this financial year
02/11/2019
CNBC points out that there’s a difference between financial coaching and counselling.
02/10/2019
The corporate center includes functions such as human resources and information technology.
02/08/2019
Swiss bank boosts senior executives’ pay after share price falls 30%
02/08/2019
Patricia Adewumi has just received a doctorate linked to the United Nations for her work
02/08/2019
Search for new CEO continues after abrupt departure of Alfred Moeckli
02/07/2019
Today both robo-advisers and large wealth managers see the importance of having humans and technology work together.
02/07/2019
Headquartered in Wilmslow, with an additional office in Chester, Equilibrium specialises in all areas of wealth management, investment, pensions, tax planning and estate planning
02/06/2019
The gift is a significant sum for U.K. philanthropy, representing more than 10% of new money that universities across the country raised in the 2016-'17 academic year.
02/06/2019
The Geneva-based bank said Nicolas Pictet would resign as of September 1.