03/23/2017
RBC is focused on achieving an inclusive workplace where all employees have equal opportunity to reach their full potential, and recognises that diversity and inclusion is not just a core value, it is also a business priority
03/23/2017
Rathbones is set to launch a managed portfolio service offering six actively managed strategies, led by David Coombs.
03/22/2017
Owl helps wealthy families, trustees and individuals think through their long-term objectives
03/21/2017
The objective also includes offering them a full and independent overview of what is available to them for effective wealth and succession planning.
03/21/2017
So what is it like for a young person working in a bank like Credit Suisse in 2017?
03/21/2017
Wealth manager expands London presence
Quadrant will broaden and add to our London business and accelerate our expansion in London and southern England.
03/20/2017
“I’ve run a country but I’ve never run a newspaper.”
03/20/2017
It is estimated that millennials (the generation born between 1980 and 2000) will make up almost 50% of the global workforce by 2020
03/20/2017
This has involved not accepting certain lines of business, with a greater emphasis on advisers with high net worth clients.
03/20/2017
We’re not doing this for short-term reasons.
03/20/2017
The proliferation of ESG data and tools in the marketplace, growing interest from investors.
03/20/2017
Since 31 October AFH has made five acquisitions for a combined £2 million.
03/20/2017
Under the terms of the acquisition of Aberdeen, the maximum consideration payable by AFH is GBP556,500.
03/19/2017
Weatherbys Private Bank has launched a service for British expats offering cross-border private banking and cross-currency mortgages.
03/17/2017
The most dramatic change was the group’s decision to scrap its existing management team and the majority of its board two years ago.
03/16/2017
The survey revealed that the UK is becoming especially attractive to the ultra-wealthy.
03/16/2017
Managed UK Opportunities fund since 2005
03/16/2017
ABN AMRO delivered solid results with and for its clients and other stakeholders in 2016.
03/15/2017
Walker Crips sells bond fund to Smith & Williamson
As at 28 February 2017, SWIM LLP managed some £1.3 billion in its dedicated funds business across a number of investment strategies.
03/15/2017
Driven by investment performance