09/23/2021
London wealth manager takes stake in Dublin investment tech platform Omnium
Both companies plan to use strategic tie-up as launch pad for European expansion
09/23/2021
The programme also covers which technological developments might enable or disrupt these pathways and how to treat the extensive uncertainties around these.
09/23/2021
The companies operate in a wide range of sectors, from garment manufacturing to the design of business software or metal processing.
09/23/2021
Mehta suggested IP would help wealth managers support a client’s life journey from a first job role to arranging financial independence in retirement.
09/23/2021
As a result, we are noticing that more and more individuals want to understand the impact of their wealth and use it to help bring about positive changes by supporting and investing in charitable or environmental causes.
09/23/2021
In comparison in 2000-01 that figure stood at just 5,160 companies, showing the increased importance of a plan as part of a package.
09/23/2021
The acquisition completed at the end of August, and Lawrence said Admiral would be fully integrated by the end of the year.
09/23/2021
The firm added it expects adjusted operating profit for the UK business for the six months
09/22/2021
Asset manager M&A means technology providers must keep up
As a result, the firm ended up with a smoother process, with a single touchpoint for clients and executing across markets and jurisdictions while meeting each market's relevant rules and regulations.
09/22/2021
LGT Private Banking received its first employer certification from ”Great Place to Work
09/22/2021
The agreement with Clifton Asset Management to extend their use of Hubwise’s services by a further five years is testament to the flexibility of the Hubwise proposition.
09/22/2021
UBS buys Madrid office with strong ESG credentials
The WELL Certificate is issued by the International WELL Building Institute, which aims to improve how buildings affect human wellbeing.
09/22/2021
NatWest Wealth calls on FCA for further action
There’s a real need to simplify processes so that customers can access straight forward
09/22/2021
Coutts among first to buy UK government's new green gilt
New bonds will support green energy technology and help cut carbon emissions
09/21/2021
Schroders: Review of the 2021 AGM season
Implementing ESG metrics in pay, adjusting remuneration, shareholder resolutions, votes on climate, diversity and auditor tenure - we round-up the AGM season.
09/21/2021
Wise enters wealth management with BlackRock tie-up
Stock investing from multi-currency accounts is becoming a crowded market in fintech as transfers firm enters space
09/21/2021
Coutts CEO: When time is money, why we spent it on becoming a certified B Corporation bank
To that end, at the heart of why we worked so hard to become a B Corp is because we want to be part of this new era of businesses.
09/21/2021
Julien Mechler has been appointed as Head of Sub-Advisory.
09/21/2021
JTC aquires boutique asset manager
Following our successful fund raise earlier this year, we are delighted to announce the acquisition
09/21/2021
In their survey report “Are You Developing A Hyper-personalised Strategy?”, Objectway asked domestic and overseas Wealth & Investment Managers which definition of hyper-personalisation fitted best for them.