11/08/2024
The outlook on the long-term deposit ratings was changed to stable from positive, the outlook on the long-term senior unsecured ratings remains positive.
11/08/2024
These donations have come from staff contributions and odd lot shares donated by clients.
11/08/2024
The nomination was made by Lord Mayor Professor Michael Mainelli himself, who is the 695th Lord Mayor of the City of London.
11/07/2024
Technology and Operational Outsourcing Drives Scale and Growth
11/07/2024
The report has indicated that 78% of UK and US asset managers with a European presence are exploring LTAF launches to tap into this growing demand.
11/07/2024
The initiative – 2024 Global Investor Statement to Governments on the Climate Crisis – seeks to unify investor and financial sector voices to call for comprehensive action on the climate crisis.
11/07/2024
Valiant reported a group profit of 105 million francs for the first nine months of 2024, an increase of 5,3 percent compared to the same period last year.
11/07/2024
Vontobel is well-positioned to benefit from this environment.
11/07/2024
Waystone’s new office will serve as a central hub for its London operations, welcoming around 100 employees through its doors.
11/07/2024
Winners were evaluated through a comprehensive assessment framework that identified best-in-class entries based on key criteria such as innovation, transaction capability, interoperability and risk management.
11/07/2024
By harnessing cutting-edge technology and a data-driven investment philosophy, Exon Wealth Management is not only redefining trading strategies but also positioning itself as the leader in the industry.
11/06/2024
As family offices seek greater control, private equity and direct investments are increasingly forming key components of their long-term investment strategy, a report has found
11/06/2024
The best way to do this is by creating a wealth plan that details your and your family’s medium-term financial needs and aspirations, along with an investment strategy designed to support these goals.
11/06/2024
Perspective Financial Group has bought nine market operators.
11/06/2024
For the wealth management industry, the UK presents a particular interest — 14% of the overall population is considered to be high-net-worth individuals (HNWIs).
11/06/2024
In less than two years, AI’s potential has become widely recognised, with wealth management being no exception.
11/06/2024
Less than a quarter of wealth managers currently use an LTAF or ELTIF
11/06/2024
This achievement is a testament to their exceptional talent and dedication to delivering outstanding results for their customers.
11/06/2024
It’s the second sell off in seven days for ASHL which last week sold its MPS provider Rockhold Asset Management, also to 7IM.
11/06/2024
Under her leadership, Cazenove Capital has expanded its footprint in the UK over the past three years.