08/09/2023
Quilter Cheviot eyes ‘bolt-on acquisitions’
And also wants to expand its advice operation internationally
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
08/08/2023
The ten largest private markets asset managers, from Blackstone to EQT, are all trying to crack a $12tn wealth market by launching new funds and expanding into new regions.
08/08/2023
Quilter Partners will provide an opportunity for firms to realise the value they have built up within their businesses now and at the point of exit through a sale.
08/08/2023
Based on an assessment comprising almost two-hundred questions, the certification confirms that Piguet Galland meets not only societal, environmental and governance requirements, but also offers transparency towards its public.
08/08/2023
It found that many Millennials and Generation Z do not have a relationship with the adviser who currently manages the assets they stand to inherit and that this poses a "significant challenge" to advisers.
08/08/2023
The winner will receive an award of £30,000. Each book finalist will receive £10,000.
08/07/2023
Thomas Steiner has been appointed partner and senior client advisor at independent Basel-based asset manager Tareno
08/07/2023
Fiscal Engineers provides services for business owners, entrepreneurs and other individuals with substantial investment needs.
08/07/2023
Dark Star, set up by ex-JPMorgan wealth managers three years ago, also plans to ‘broaden’ its investment offering with UK Oeic launch.
08/07/2023
Allowing clients to access US tax preparation and advice
08/07/2023
Year-on-year since H1 2022, client numbers were up 13 percent.
08/04/2023
Robust performance in a more challenging environment
08/04/2023
Investor group will not tender to Liontrust offer and recommends other GAM shareholders support NewGAMe’s turnaround plan
08/04/2023
Low cost of risk at 12 basis points in Q2 23, with limited defaults and a level of provisions for performing loans of EUR 3.7 billion at end-June 2023
08/04/2023
New deadline of 23 August
08/04/2023
On average, a relationship manager manages several hundred million francs in client assets
08/04/2023
The recognition follows major growth for the now 24-strong TWE team, one of the largest private client teams in Yorkshire, with five new recruits this year alone.
08/04/2023
Indosuez Wealth Management, a subsidiary of the Crédit Agricole group, announces an agreement with a view to acquiring a majority stake in Bank Degroof Petercam and a long-term partnership with CLdN, one of its core shareholders