11/25/2021
Schroders won the ‘Best Investor Engagement Award’ for the second consecutive year at the prestigious IR Society Best Practice Awards 2021 on 23 November 2021.
11/25/2021
Gresham House Strategic board claims ex-manager owes £0.3m after failing to account for £1.6m tax provision
11/25/2021
As part of the acquisition, MKC Wealth take on all Carrwood staff.
11/25/2021
This yearly conference is one of the must-attend event in the space of the Canadian Wealth Management
11/25/2021
Berenberg’s wealth and asset management arm has launched a Europe ex-UK equity strategy managed by its top performing equity boss, Citywire can reveal.
11/24/2021
MKC Wealth, owned by two ex-Quilter directors has acquired Lighthouse Carrwood for an undisclosed sum.
11/24/2021
River & Mercantile is to return 80% of the proceeds from the sale of its fiduciary division to Schroders to shareholders.
11/24/2021
Record discretionary fund inflows and delivering on our strategic growth ambitions
11/24/2021
We evaluate the performance of the model via the out-of-sample information coefficient
11/24/2021
The Spear’s Wealth Management Awards celebrate excellence in the private client world and have been running for more than 10 years.
11/24/2021
This award recognises a bank with an “unmatched capability to serve clients with cross-border needs,” that has delivered outstanding service and performance over the year.
11/23/2021
CEO says ‘we’re not in the game of buying recurring revenue for the hell of it’
11/23/2021
The Carey Olsen team advising Phoenix Asset Management on all Guernsey legal and regulatory aspects of the IPO was led by partner Ben Morgan, with assistance from senior associate James Cooke and associate Kristina Mikhaylova.
11/23/2021
It adds £55m AUM to the group
11/23/2021
The awards are now in their 31st year
11/22/2021
Sustained improvement in gross margin contribution from recurring fee income – Seasonal slowdown in client activity – Solid net inflows – Capital position remains strong – Return on capital continues to be among highest in sector
11/22/2021
While bonds will suffer as rates rise, equities should deliver decent single digit gains as strong corporate profits offset a decline in stocks' earnings multiples.
11/22/2021
In a bid to ‘open up conversations’ around the strategy
11/19/2021
Assets under management rose by a fifth to £10.8 billion and organic net inflows amounted to £652 million.
11/19/2021
The banking sector is undergoing the biggest transformation in history.