11/03/2022
This expansion further cements HIGHVERN’s position as one of the leading multi-jurisdictional, independent service providers, with over 100 employees and offices also in Jersey, Guernsey, Ireland, Switzerland and the UK.
11/03/2022
He said the company planned to make "one or two" strategic purchases of bigger IFAs.
11/03/2022
The four Polaris portfolios are aimed at clients looking to ‘grow their wealth’ over a five-year time horizon.
11/03/2022
The firm’s Odey European hedge fund, as well as the OEI MAC and Odey Swan funds are no longer accepting new investors.
11/03/2022
The recent rally across asset classes, at least some of it certainly, has been due to the view in some parts of the market that central banks are about to slow the pace of monetary tightening.
11/03/2022
With our established track record of industry leadership in transformational business building, and our bespoke product shelf, Partners Group aims to remain the provider of choice for financial advisors and their clients.
11/03/2022
JCH will be acquired for a total cash sum of up to £3.5m, payable over a two-year period, £2.1m of which will be paid on receipt of regulatory approval and the balance paid on a deferred basis subject to hitting agreed performance targets.
11/03/2022
BlackRock topped the leaderboard of managers by gross retail sales for another quarter, though the gross figure had dropped from £9bn to £5.8bn.
11/03/2022
The meeting was chaired by Jean Lemierre, and the Board examined the Group’s results for the third quarter 2022.
11/03/2022
The bank also decided to withdraw its on-the-ground activities in the last few weeks.
11/02/2022
The Powerwomen Awards highlight female leaders of today and tomorrow by recognising their success and celebrating diversity across the wealth sector.
11/02/2022
In addition, embedded finance-driven business lending is set to grow from $200m in 2021 to $1.3bn by 2026 with a whole new set of players entering the fold.
11/02/2022
JM Finn is the best Wealth Management Firm at the Moneyage awards for the fourth year in a row.
11/01/2022
It also announced from June 2023 all regulated firms must name and market their products in a way that is “clear, fair and not misleading
11/01/2022
Mr Gilbert, chair of AssetCo, commented: “The completion of the acquisition of SVM is part of AssetCo’s overall strategy of investing in, building and managing asset and wealth management businesses.
10/31/2022
CRUX launches UK Smaller Companies Fund
10/31/2022
Against this background, a study was published for the first time on Monday, which analyzes the good reputation of Swiss banks.
10/31/2022
Almost one in five Mattioli Woods shareholders voted down the company’s 2023 executive remuneration package.
10/31/2022
With private markets now high on the agenda for the vast majority of wealth management firms, we took a look at some of the major developments that have occurred since we last conducted this research in the autumn of 2019.
10/28/2022
Sustainability and Impact Forum to foster cross-industry debate on most critical issues