06/20/2023
The new strategy utilises all the existing expertise within the team so that each segment of the fixed income market is covered by one or more investment experts.
06/20/2023
The deal is consistent with the objectives of the new “One Brand One Culture” 2023-26 Strategic Plan
06/20/2023
In its accounts for 2022, the group noted it had set aside a total of £15.5m to pay for 10 acquisitions and spent a further £4.3m on deals this year.
06/20/2023
The average price of Julius Baer’s Lifestyle Index has increased by 6% in US Dollar, but by 13% in local currencies.
06/20/2023
In 2022, Rothschild’s profit was €249 million in the first half, and €606 million for the entire year.
06/20/2023
Five wealth and private banking heads share their views on the upcoming regulation and why it is much more than just going through a series of checklists.
06/19/2023
The IBoss discretionary MPS consists of 32 risk-rated portfolios across four ranges: core, passive, income, and sustainable.
06/19/2023
St James's Place is a FTSE 100 company
06/16/2023
There is only a small number of wealthtechs making a splash in the sector or gaining market share. Everon wants to change that.
06/16/2023
The awards evening saw a great number of financial institutions rewarded for a year of outstanding work.
06/16/2023
The plight of a whistleblower is a difficult one - particularly when they are going up against what was once one of the world’s largest financial institutions.
06/16/2023
A wealth management firm in Wakefield has appointed a new financial advisor, Stephen Luwero, who has worked in investment banking in London and the North of England for over 20 years.
06/16/2023
Managing director-level bankers are less likely to ask potential future employers for perks such as guaranteed bonuses if they can walk away from Credit Suisse with a payout.
06/16/2023
The ETF is designed to enable investors to shift their core euro government bonds towards a responsible exposure.
06/16/2023
MyBnk's research shows two out of five of young adults are not financially literate and 61 per cent of young adults cannot recall receiving financial education at school.
06/16/2023
The UK is set to lose more millionaires than Russia in 2023, new analysis shows
06/16/2023
This gives investors access to a focused, big cap fundamental equities long/short strategy with a focus on Europe.
06/15/2023
City firms joined in the fun, some in fancy dress such as jockeys, Top Gun characters, the cast of Scooby Doo, Where’s Wally, and bee keepers.
06/15/2023
Founder will retire from the business following the deal
06/15/2023
He claimed clients who settled here for tax reasons to start with say they are willing to leave.