08/06/2021
InvestSuite’s StoryTeller solution wins “Most Engaging Digital WealthManagement Solution” in Wealth & Finance’s 2021 Fintech awards
Using a series of proprietary algorithms and narrative storytelling techniques, StoryTeller takes
08/06/2021
Using a series of proprietary algorithms and narrative storytelling techniques, StoryTeller takes
08/05/2021
Deal adds over £100m in assets under management to the business
08/05/2021
Our recent UK Financial Adviser Pulse Survey indicated that the top factor considered when selecting a Model Portfolio Service was performance
08/05/2021
The agreement would also enable Deutsche Bank to reposition its business in Italy by refocusing and reinvesting in areas where it can compete to win
08/05/2021
All of Asset Risk Consultants’ private client indices saw better-than-average gains in the three months to the end of June.
08/05/2021
From the start of 2021, impact investment funds have grown 270 per cent topping GBP7.1bn, with one in three consumers since the start of the pandemic, ranking sustainability within their top three buying criteria.
08/05/2021
Mercer’s private markets solutions are designed to offer investors access to a wide spectrum of asset classes including private equity, private debt, infrastructure, real estate and sustainable themed opportunities.
08/04/2021
We are seeing an encouraging level of client interest reflecting our strong investment performance
08/04/2021
The 11th edition of the Awards will take place at an event in January next year, where the world’s leading offshore companies in the private wealth sector will come together in recognition of their outstanding services.
08/04/2021
This aligns very well with our plans to continue to diversify our products and markets as we execute our strategy in the coming years.
08/04/2021
The fund gives investors unparalleled access to companies looking to harness the infinite potential of space to help solve some of the world's most pressing problems.
08/03/2021
Assuming moderate leverage, the Fund has c.€850 million of capital to invest and is well-positioned to take advantage of the opportunities emerging across Europe.
08/03/2021
The so-called Great Wealth Transfer represents an excellent opportunity for wealth managers to attract new assets.
08/03/2021
“The government’s levelling up agenda will only boost this momentum, providing a supportive context for local business owners."
08/03/2021
Brewin Dolphin has signed England Test captain Joe Root for a sponsorship deal running until 2023.
08/02/2021
Described as "excellent value" and "interested in long-term relationships" by clients, the team's "long history and really solid reputation" have led them to achieve this market-leading status.
08/02/2021
Apex is well advanced in its due diligence review and is working closely with Sanne to complete the review as quickly as possible.
08/02/2021
Boosted by the economic rebound in its two biggest markets, Britain and Hong Kong, the bank reinstated dividend payments to shareholders.
08/02/2021
Sanlam has put its UK wealth and insurance businesses up for sale, Citywire can exclusively reveal.
08/02/2021
Analysis from Goldman Sachs found that the EMEA region is the most focused on green investment, with 80% of regional respondents saying they are 'extremely focused on implementing ESG principles'