09/05/2023
During this first phase of the long-term engagement, Quilter Cheviot met with the chairs and other non-executive directors (NEDs) of 41 equity investment trusts.
09/05/2023
Record turnover of £5.2 million despite the continued macro-economic headwinds
09/05/2023
By 2026, UBS expects to reap cost savings of $10 billion dollars annually on a 15 percent return on equity.
09/05/2023
The deal follows BRI’s purchase of Bransford Financial Planning in January which brought an additional £25mn of assets under management.
09/05/2023
Daniel Minett is collaborating with P1 Investment Services to develop a wealth management firm that will combine DFM customer services with innovative technology.
09/05/2023
The deal furthers the consolidation in Britain's money management industry as private equity firms look to snap up investment advisers to either sell them to a competitor or publicly list them.
09/04/2023
As some clients complain about opaque charges, investors worry recent reduction could be just the start
09/04/2023
The transaction has also expanded LGT Wealth Management’s footprint in the UK with the addition of offices in Birmingham and Leeds.
09/04/2023
Daniel Minett has teamed up with P1 Investment Services to launch Five Horizons Wealth Management.
09/04/2023
There’s also the chance to make positive changes in the lives of vulnerable people through the Prince’s Trust.
09/04/2023
The programme’s disciplined portfolio construction aims to lower the risk profile for its clients compared with many of the alternatives.
09/01/2023
Dart Capital is a well-established boutique wealth manager based in the City of London with £750 million* assets under management and a team of nineteen people.
09/01/2023
As an insurer, Manulife already has a global footprint and a remarkably strong presence in Asia, where it has been operational for many decades.
09/01/2023
Weatherbys Managing Director has replaced Roger Weatherby as CEO, who will step up to the role of Chairman as part of the family-owned group’s long-term succession plans.
08/31/2023
The Pictet Group’s total capital ratio remained strong.
08/31/2023
SJP's model is to outsource the management of the funds its clients are invested in to third party firms, with the funds then operated under the SJP label.
08/31/2023
Provided below is a reconciliation of Credit Suisse’s adjusted results to the most directly comparable US GAAP measures.
08/31/2023
REYL Intesa Sanpaolo is pursuing an organic growth strategy based on high-potential institutional partnerships and is confident of making further progress in the second half of the year.
08/31/2023
The world's largest wealth manager could have spun off the business and floated it in an IPO but the domestic bank has been a solid profit-maker for Credit Suisse and last year it was the only division in the black.
08/31/2023
This is notable as the large portion of the fund’s investor base comprises South African connected capital.