12/06/2022
This is part of R&M’s strategy to establish a number of high performing capabilities and combine them with the research facilities and depth of resource of the enlarged group for the benefit of clients.
12/06/2022
Global Finance rates the best high-touch banks in these low-touch times.
12/06/2022
Big institutions who are in it for the long term and are focused on customer outcomes, which we are, are a better long-term owner.
12/06/2022
Nic Arnold, Julie Zingiloglu, Jodi Hill, Marina Cristiani and Alia Haskouri have been shortlisted
12/05/2022
As part of the deal, the legal firm’s Directors will take on a minority stake in Edinburgh-headquartered Tweed Wealth Management.
12/05/2022
In an exclusive interview with Citywire Wealth Manager, the firm’s chief executive David Esfandi said the firm had no plans to make major buys in the immediate future.
12/05/2022
The wealth firm's AUM jumped by 21% in its latest annual update, as its new CEOs gear up to lead the business through the next stage of its growth.
12/05/2022
UBS announced its intention to redeem the total outstanding USD 2.0bn additional tier 1 instrument on 31 January 2023
12/05/2022
Having undergone a recent certification audit, Rosewood has been accredited with ISO 9001 evidencing their commitment to a quality management system along with ISO 14001 demonstrating commitment to reducing their impact on the environment.
12/05/2022
Bank Julius Baer has announced a multiyear extension of its collaboration with the ABB FIA Formula E World Championship until Season 12 in 2026.
12/05/2022
REVEALED: Quilter Investors had provided seed capital for a Neuberger Berman absolute return fund which will be included in its Cirilium Blend range.
12/05/2022
It came as revenue at the family office jumped 17% in the year ended in March 2022 to £52.7m, up from the £45.1m same period in the prior year.
12/02/2022
The deal will see the directors of Macleod & MacCallum WM take a minority stake in Tweed
12/01/2022
Next-gen clients being ignored as IFAs focus on older, wealthier investors
12/01/2022
The firm will use the new funding to grow in its existing markets and push into new ones, including the US.
12/01/2022
The transferred assets primarily consist of loans to private and corporate customers, amounting to SEK 105 billion as at 31 October 2022.
12/01/2022
The broker has suggested Hargreaves Lansdown, Quilter and Brooks Macdonald could be among the long term winners from the FCA's advice shake-up.
12/01/2022
One market participant said the management team's statements following the meeting were too vague and not positive enough.
12/01/2022
AUM stands at more than £8.5bn across UK & Ireland
12/01/2022
AJ Bell profits tick up as it stores £520k to cover tax dispute