06/28/2024
This award-winning proposition has attracted 238 new adviser firms since launch, bringing the total number of firms that have signed terms of business for SIS model portfolios to 349.
06/28/2024
Citywire reported yesterday that private equity-backed Saltus has made a bid for Tavistock’s national advice business.
06/28/2024
In March, TEAM raised £1.8 million in capital and is currently in advanced discussions with a strategic investor for additional funding and deeper collaboration.
06/27/2024
St James’s Place’s multi-asset fund range is close to overtaking Vanguard LifeStrategy in size less than two years after its launch.
06/27/2024
Head of independent asset managers UK Ian Wright to oversee
06/27/2024
The figures released by the Office of National Statistics were a huge disappointment, as for the first quarter of this year the fastest growth for two years was recorded ending the recession.
06/27/2024
GWM Solutions to bring various wealth offerings together: memo
06/27/2024
Despite an uptick in the asset manager’s share price since the start of the year it has continued to bleed funds
06/27/2024
This enables their end-clients to buy, hold, trade, earn, and transfer cryptocurrencies in a fully regulated environment.
06/26/2024
How St. James’s Place leverages Salesforce’s Financial Services Cloud and Ortec Finance’s OPAL
06/26/2024
This recognition motivates us to continue advocating for inclusion and leadership opportunities for women.
06/26/2024
The announcement noted that this marks the second consecutive year the bank has received this accolade.
06/26/2024
Many private banks have focused on relationship manager hires.
06/26/2024
The dust that the decision of the Swiss National Bank (SNB) kicked up last Thursday has settled.
06/26/2024
Overall, 19% of respondents said they do not have time to manage their investments or admit to doing a bad job and needing help.
06/25/2024
The Group exceeded its three-year ‘Roadmap to Growth’ strategy, which set an ambitious target of £15.0bn AUM/AUI3 by 31 March 2024
06/25/2024
Macquarie Asset Management’s Real Estate division is a global real estate investment business with a track record of identifying and investing in sectors backed by global megatrends.
06/25/2024
Dubai is the 6th most expensive city in Europe, Middle East, and Africa (EMEA) and 12th in the global ranking of the Lifestyle index
06/25/2024
There they gained practical know-how in the areas of risk modeling, optimization and portfolio construction before taking the step into self-employment.
06/25/2024
Bank association and regulators warn against using WFM International.