03/14/2023
The business is led by Olivier Lapiere and Sebastien Dumont who have both reinvested alongside Ambienta as part of the transaction.
03/14/2023
Central to his approach for growing the wealth management business is a plan to recruit managers from other firms, including firms that have been taken over, and where the wealth managers may feel constrained by being part of a larger organisation.
03/13/2023
Strategic acquisition to strengthen HSBC’s banking franchise in UK
03/13/2023
Moneyfarm developed the bespoke investment app, created the new &me branding and proposition, from concept, design to completion.
03/13/2023
Yorkshire team relocated from Leeds
03/10/2023
With a share of 76% of the overall success, the interest business represents the most important pillar of earnings for the Clientis banks.
03/10/2023
The private finance investment pilot is aiming to mobilise up to £2 billion in landscape scale restoration of native woodland.
03/10/2023
Credit Suisse's stock price has hit an all-time low after the investment bank delayed its annual report.
03/10/2023
All four of Asset Risk Consultants’ Private Client Indices (PCIs) saw moderate losses during the month, according to estimates published last week.
03/10/2023
Globalance’s greenhouse gas emissions were found to be 60% lower than the comparative values of the MSCI World benchmark.
03/09/2023
The business also made strong progress with its strategic priorities, including the rebrand, its digital and operational transformation programme and further enhancing its service offering.
03/09/2023
The index excludes issuers in sectors with a negative ESG impact (such as fossil fuels), those in violation of the principles of the United Nations Global Compact and those involved in ESG-related controversies.
03/09/2023
The change in costs does not impact the investment universe available to the portfolio managers and comes as part of a broader series of enhancements to the range.
03/09/2023
Returned nearly £1 billion to shareholders through dividends and share buy-back
03/09/2023
The Board has nominated Gaëlle Olivier for election as a new independent member of the Board.
03/09/2023
This resulted in profit attributable to shareholders of CHF 548.0 million.
03/09/2023
The awards champion women in the wealth management sector globally and the winners were announced at events in London and New York.
03/09/2023
Private assets have the potential to help DC investors achieve their aims of a good outcome in retirement.
03/08/2023
The positive tone also reflected an adjustment of expectations among investors, who are now predicting a less severe global recession, while stocks that were oversold in 2022 – like Amazon, Tesla, Meta and Nvidia – rebounded strongly in 2023.
03/08/2023
Quilter Investment Platform net inflows of £2.2 billion (2021: £3.5 billion) representing 3% of opening AuMA (2021: 5%), reflecting an industry wide slowdown in gross flows.