08/05/2022
Northern Trust Asset Management Launches Quantitative ESG Strategy for EMEA and APAC Investors
The NT World Quality ESG Strategy Expands Manager’s Sustainable Quantitative Global Offering in EMEA and APAC
Wealth and Asset Management
08/05/2022
IQ-EQ’s wins Special Recognition Award at the Jersey Finance Rising Stars Awards 2022
The Special Recognition Award was introduced for the first time this year for those outstanding nominees whom the judges felt should be celebrated for their achievements in their company.
08/05/2022
IQ-EQ wins Best User Experience at the Interact Excellence Awards 2022
The Awards celebrated organisations at the forefront of digital workplace strategy, employee engagement, and innovative internal communications.
08/05/2022
Revera AM takes 60% reduction as AssetCo deal completes
£1.1m total consideration
08/04/2022
Quarterly company insolvencies increase by 81% year-on-year - Evelyn Partners
The number of company insolvencies was particularly influenced by creditors’ voluntary liquidations (CVLs), with 4,908 recorded in Q2 2022.
08/04/2022
Continuum boss: 'We want to bring wealth management to everybody'
Managing director of M&G Wealth, David Montgomery, echoed similar plans.
08/04/2022
Prime London property demand rising: Coutts
Regarding the price difference between properties in inner and outer London, the bank says this currently sits at 58% (weighted towards the former), which is up from 49% at the start of 2022.
08/04/2022
Apex Group closes transformative acquisition of Sanne
The addition of Sanne brings another 2,500 people into the Group and adds six new locations in Denmark, Japan, Serbia, South Africa, Spain and Sweden.
08/03/2022
Waverton funds awarded higher ratings
The ratings are designed to help investors distinguish funds that have superior performance in terms of stock picking, consistency and risk control.
08/03/2022
M&G snaps up IFA Continuum in latest advice deal
Plymouth-based IFA
08/03/2022
Saltus attracts investment from Preservation Capital Partners
The Investment will support Saltus's ambition to become the leading force in UK wealth management
08/03/2022
GAM Holding AG announces first half 2022 results
Total expenses of CHF 109.5 million, down from CHF 120.6 million in the first half of 2021.
08/03/2022
Who's Afraid of the Big Bad inflation? View from the fixed income desk
Q2 numbers have been strong on the top line but we are certainly seeing margin pressure. Consumer sentiment has taken a hit, and we have yet to see that flow through to economic activity, or company results.
08/03/2022
Valartis with profit jump – thanks to the ruble
That is significantly more than the 4.8 million francs achieved in the first six months of the previous year.
08/03/2022
Chambers ranking for Guernsey private wealth team
The guide is described as a ‘one-stop shop’ for ranking lawyers and firms in private wealth services, recommending only the best providers to high-net-worth individuals.
08/02/2022
Services selected by FNZ for global custody, trade execution and settlement services
BNP Paribas Securities Services will also provide FNZ with additional services including regulatory reporting and stock borrowing.
08/02/2022
Just Wealth on adviser hiring spree
The main challenge for our new wealth management division is recruiting wealth advisers quickly enough.
08/02/2022
Evelyn Partners Sustainable MPS team continues diversification in latest re-balance
The recent changes are a combination of asset allocation decisions to take advantage of current market conditions and stock selection.
08/02/2022
Man Group: Half year results for the six months ended 30 June 2022
Differentiated business model drives strong results
08/01/2022
Standard Bank Young Professionals Recognised as Future Leaders in Wealth sector
Anna-Marie has almost 10 years’ experience in the fiduciary services industry and holds a STEP Diploma in International Trust Management and a certificate in Offshore Administration.