10/24/2022
The awards were created last year by PIMFA to shine a light on the excellent, often untold, stories that exist across organisations and among individuals in wealth management and advice industry
10/21/2022
The partnership furthers UBS’s “cloud first” strategy and the modernization of its global technology estate
10/21/2022
A total of almost 54 million Allfunds shares are to be sold via accelerated book building to institutional investors.
10/21/2022
Net inflows during the third quarter contracted by 15% to GBP2.19 billion from GBP2.59 billion a year before.
10/21/2022
One fund to merge
10/20/2022
The third quarter is typically a seasonally slow quarter, with this exacerbated by increasing market volatility and cost-of-living pressures, reducing gross flows.
10/20/2022
The FTSE 250 company also took a $4.5 billion hit from the stronger dollar in the third quarter and net outflows from its funds of £500 million.
10/20/2022
Challenging market conditions continue to impact GAM’s assets under management
10/20/2022
Schroders said the fall in its AUM was partly driven by a decline in its Solutions segment and a 5% decline in its Mutual funds unit.
10/20/2022
This has underpinned gross inflows of £4.05 billion, only modestly lower versus a record comparative period in 2021.
10/19/2022
Advisers at Howard Wright can blend the funds for their clients
10/19/2022
The firm has signed a 15-year lease for the Marylebone-based office space, to be occupied by early 2025.
10/19/2022
The bank could be aiming to raise at least $2 billion to pay for the bank's restructuring and operating losses over the next couple of years
10/19/2022
Rathbones is well-positioned to take advantage of the future growth opportunities that can arise both during and after periods of investment market volatility.
10/19/2022
Assets under management at Quilter dipped 2% in the third quarter, falling to £96.9bn from £108.5bn in the same period of 2021.
10/18/2022
UBS is also the first bank in Switzerland to implement the automatic identity verification for individuals using a biometric passport, including the electronic signature.
10/18/2022
Speculation about Credit Suisse's new strategy is being fed new food for thought on an almost daily basis.
10/18/2022
Financial advisors, assets under management and employees of Deutsche Bank Financial Advisors move to Zurich Bank
10/18/2022
FORWARD analyses how the pandemic has taken the role of catalyst, crystalising a communications and content delivery revolution in education, which had been in the making for decades.
10/18/2022
For many, this realisation was a watershed moment – the jolt they needed to start structuring their wealth around their personal life, passions, and future ambitions.