03/11/2024
Women in Wealth Management: Six Nations
Matilda Davison from Kingswood Group and Kate Howells from BRI Wealth Management shared their predictions for the England vs Ireland Six Nations game.
03/11/2024
Matilda Davison from Kingswood Group and Kate Howells from BRI Wealth Management shared their predictions for the England vs Ireland Six Nations game.
03/08/2024
The research reveals that just 18% of adult women feel they received a good education on managing money in school compared to around a quarter (24%) of men.
03/08/2024
The company says the integration will eventually allow clients and staff to access a wider range of specialisms
03/08/2024
The wealth management sector has also been through a wave of consolidation over the past 12 months as skittish investors pull cash from funds and money managers hunt for safety in scale.
03/08/2024
This economic cycle is opening up new venues for value creation.
03/08/2024
Vincent Ijaouane has launched Vigama Capital.
03/07/2024
"Six months of strategic progress resulting in an 18% increase in underlying profit before tax"
03/07/2024
The fund aims to raise €200 million from institutional and individual investors in Europe and will be spearheaded by Senior Investment Director Judith-Laure Mamou-Mani.
03/07/2024
Pitting DFMs against the £38bn LifeStrategy range: wealth managers have proven their chops when it comes to lower-risk portfolios, although a comeback for active management is probably needed to reverse Vanguard’s golden decade.
03/07/2024
Maerki Baumann has launched a new brand for its cryptocurrency services.
03/06/2024
When private-wealth clients say they want to invest with impact, it is often up to the manager to figure out what that actually means.
03/06/2024
The private bank has succeeded in positioning itself in a lucrative market niche, while launching additional services and tapping into further client segments.
03/06/2024
Full Year to 31 December 2023
03/06/2024
Rathbones forks out £6m to retain key staff after Investec W&I deal
03/06/2024
Mark Winterburn, head of investment advisory UK, is concerned that greater liquidity could lead to sub-standard returns.
03/05/2024
Firms need and want control of the data.
03/05/2024
CBH Bank reports continued business and revenue growth in 2023
03/05/2024
Record profit and dividend
03/05/2024
In line with developments on the investment market, the external valuation experts have raised the discount rates.
03/05/2024
Unsurprisingly, margin income, totaling €6,965.8 million across the six banks, justified the increase in profits.