09/22/2022
Providing industry-leading service to brokers and financial advisers is one of the most important aspects of how we run our business, and we recognised straight away that the same was true for 2plan.
09/22/2022
To this end, they are launching a new digital offering that maps the essential functions of independent management on a PC or smartphone, including a chat with the personal advisor and a tool for tendering management orders to asset managers and banks.
09/21/2022
Moorea Real Asset fund will invest in infrastructure and property assets.
09/21/2022
Gilson Gray Financial Management has acquired North Berwick-based Wallace Financial Planning in a seven-figure deal.
09/21/2022
The merged group has deep roots in Glasgow with Smith & Williamson having been founded in the city in 1881.
09/21/2022
Finnoconsult analyzed the digital competence of competitors in private banking, comparing 30 service providers from twelve countries.
09/21/2022
Brooks Macdonald isn’t the only investment manager helping employees with big bills.
09/21/2022
The rebrand was announced earlier this year.
09/20/2022
By contrast, those who take advantage of family office service providers can avoid several pitfalls, including time-constraints, a significant money drain and inflexibility.
09/20/2022
Following the PBI awards ceremony earlier this month, BNP Paribas Wealth Management received 5 new awards from the Private Banking industry.
09/20/2022
Oberon has been extremely successful in growing its funds under management and administration business which now look after over £1 billion of funds.
09/20/2022
Wealth per adult rose 8.4% to USD 87,489. Setting aside exchange rate movements, aggregate global wealth grew by 12.7% in 2021, which is the fastest annual rate ever recorded.
09/20/2022
The Emerging Market Debt Stars Fund will provide an opportunity to generate a 5-6% total return, net of fees, over the medium term, from investing in the bonds of high-quality emerging market companies with strong fundamentals, lower inherent risks, and s
09/19/2022
The New Facility has a five year term, is unsecured and accrues interest at a rate of Euribor plus a stipulated margin.
09/16/2022
The Founder and Executive Chairman of the UK’s most active growth capital investor told Coutts’ clients there were plenty of reasons to support British business despite the challenging economy.
09/15/2022
FUM down by 4.8%
09/15/2022
The Napier platform can be delivered via public cloud, private cloud, or on premise.
09/15/2022
Operating profit was £4.5m, £1.5m higher than H1 2021.
09/15/2022
UBS shares fell as much as 6 percent afterward, which is particularly hard to understand given that Switzerland's largest bank has been a beacon of stability for years now.
09/15/2022
The premises of the "atelier ämme" are also available to interested parties for workshops, meetings or smaller club meetings - free of charge and outside of opening hours.