12/13/2024
SJP has issued notice on Impax’s management of the Sustainable & Responsible Equity Fund to take effect from February if unit holders ratify the decision at a meeting on 9 January.
12/13/2024
The firm says it will focus on the operation and development of its wealth management arm and assess “opportunities” as they arise.
12/12/2024
Managed by head of fixed income Peter Doherty and chief investment officer Ian Wood
12/12/2024
This repeat win reflects HIGHVERN’s reputation for delivering exceptional client service, driving innovation, and achieving significant client and revenue growth.
12/12/2024
The win follows on from Crestbridge FOS being successful in the same category at Wealthbriefing’s MENA Awards in Dubai last month
12/12/2024
RBB Business advisors provides accounting, reporting, payroll, HR and tax services to both a domestic and international client base.
12/12/2024
BCS aims to grow its wealth management capabilities to offset declining revenues
12/12/2024
While there are economic issues to discuss, "people only want to talk about Trump".
12/12/2024
We are delighted to partner with Hamilton Lane and Apex Group for this exciting project.
12/11/2024
The UK is a large market with client investable assets totaling some 3.5 trillion pounds
12/11/2024
These funds are predominantly used in the Quilter managed portfolio service, WealthSelect.
12/11/2024
The transaction will confirm Utmost International as a leading global provider of insurance-based wealth solutions
12/11/2024
Investors into the platform will benefit from exposure to a collection of strategies leveraging the new ELTIF 2.0 wrapper across private equity, multi-alternatives, infrastructure, private debt and real estate.
12/11/2024
Yousefian said expectations of rate cuts during 2025 were driving a return to conditions where bonds will once again be safe-haven assets compared to higher-risk equities and alternatives.
12/10/2024
Head of institutional sales Frank Doyle will also exit the firm in March next year
12/10/2024
Chief operating officer Robert Kitchen will assume the role on an interim basis on 1 January.
12/10/2024
Everything about the PUK's work remains highly confidential, even the publication date.
12/10/2024
Alasia, an asset management and business consulting company, is part of the PKB Group and is owned by the Trabaldo Togna family .
12/10/2024
Six years after opening its first Scottish office in Edinburgh, the UK arm of the private bank is expanding its Scottish presence.
12/10/2024
The Mayfair-based high-net-worth brand, established six years ago, will be absorbed by a new Private Wealth division, with 1762 head Simon Blowey leaving the business.