03/16/2020
Fund managers spot rich pickings in wealth market
Clients are accustomed to paying higher fees for personalised service and are less skittish
03/16/2020
Clients are accustomed to paying higher fees for personalised service and are less skittish
03/16/2020
The 8% increase in total operating income to CHF 1.82 billion in 2019 underscores the broad diversification of LGT’s business.
03/16/2020
On Saturday, Airbnb CEO Brian Chesky announced on Twitter that the company will allow guests around the world to cancel and get their money refunded.
03/16/2020
Brooks would also ensure the firm had "good economics" and the right culture so the companies could integrate, while Ms Connellan added one of the "great possible outcomes" of acquisitions was the people who transfer over and the good
03/13/2020
Emerging market stocks and currencies fell further on Thursday, with some Asian bourses hitting circuit breakers.
03/13/2020
Brooks Macdonald CEO Caroline Connellan said: “I am delighted with the progress made during the first half."
03/13/2020
When Quilter terminated its contract with tech provider IFDS and switched to FNZ in May 2017 it said it had spent more than £200m on the platform, and expected to spend about £160m more.
03/13/2020
UBS and Credit Suisse are among those seeking extra collateral from wealthy customers as markets tumble
03/12/2020
Swiss based wealth management firm acting as Investment Advisor, has completed its first Logistics acquisition in Zaragoza, Spain
03/12/2020
Although China's domestic economy is recovering, the global situation challenges external demand.
03/11/2020
Quilter plc preliminary results for the year ended 31 December 2019
03/11/2020
Our Wealth & Asset Management business continues to attract new clients thanks to our long-term investment approach.
03/11/2020
Hurley Partners’ experienced management team will be retained by Mattioli Woods following the acquisition.
03/11/2020
Now firmly established as the client’s trusted advisor, Vistra now plays a leading role in the continued wealth creation and prosperity of the client.
03/10/2020
No stand-out leaders in the space, research reveals
03/10/2020
The performance of the group continued to demonstrate the consistent application of our business model in a period of lower activity in the UK economy.
03/10/2020
UWOs are one of the UK's newest tools in the fight against suspected criminal money invested in property.
03/10/2020
Deutsche Bank’s Wealth Management business and the fintech QPLIX have agreed to cooperate on the growing business with asset managers, family offices and other financial institutions such as pension funds.
03/09/2020
A representative of SJP got savers to back an unregulated firm that later went bust. Ali Hussain reports
03/09/2020
Leading UK Wealth Management companies and individuals working in the sector, presented with awards at The Guildhall in London by Natasha Kaplinsky.