08/10/2023
Fos tells Quilter to pay out over unnecessary adviser charges
There were also annual advisory reviews, charged at 0.25 per cent of the portfolio, with an adviser that is now part of Quilter.
08/10/2023
There were also annual advisory reviews, charged at 0.25 per cent of the portfolio, with an adviser that is now part of Quilter.
08/10/2023
Our daily roundup of analyst and fund manager commentary on shares.
08/10/2023
The net new money inflow was supported by the recruitment of experienced relationship managers in CBH's Brazilian subsidiaries and in the Middle East region.
08/10/2023
In addition, the Wealth platform from Tietoevry Banking will enhance self-service actionability, with 24/7 availability and the highest security standards.
08/10/2023
Team now led by Julien Houdain
08/10/2023
From a general perspective, a significant fact to point out is that two-thirds of business and technology professionals in wealth management firms are increasing their spending on emerging technologies
08/10/2023
Advisory firm VonLehman has launched its own wealth management company, VL Private Wealth.
08/10/2023
Investment Week analysis
08/10/2023
Making it the second-largest asset allocation in UHNW portfolios
08/09/2023
UK wealth managers look after £1.4 trillion in assets and are used by 2.4 million people in this country.
08/09/2023
Geneva is one of JPMorgan's main hubs for private banking in Europe, along with London and Luxembourg.
08/09/2023
The GAM Board has considered this request and determined not to delay the convened EGM, but to hold it on 18 August 2023, as announced.
08/09/2023
The firm has relocated to 1 Angel Court from nearby 55 Bishopsgate.
08/09/2023
Net interest income benefitting from the higher interest rate environment, stood at EUR 1,622 million and fee income was stable.
08/09/2023
The new global unconstrained fixed income desk will be led by Julien Houdain. Several fund manager changes come with the rebrand.
08/09/2023
The research also spotlighted the growing popularity of semi-liquid funds, especially among the high-net-worth (HNW) and ultra-HNW (UHNW) investor brackets.
08/09/2023
Fund manager's boss looks to potential future deals as he hopes to put Gars' fall from grace behind the firm
08/09/2023
And also wants to expand its advice operation internationally
08/08/2023
Inflation provides a pleasant surprise that encourages investors, and we make some small but important changes to our positioning.
08/08/2023
Half-year Group results as at 30 June 2023