11/04/2021
Delio is privileged to play a small (but hopefully important) role in helping to connect the wider ecosystem of investors and financial institutions.
11/04/2021
The wealth firm’s partners cashed out £23m in 2020 as profits were boosted.
11/04/2021
As it creates two segments focussing on HNW and affluent clients
11/04/2021
This award only strengths our resolve to grow and improve our capabilities in sustainable investment to better serve our clients
11/04/2021
Based out of the Birmingham office, Adam will also take a leading role in growing the firm’s tax advisory presence in the North West.
11/04/2021
The survey covered more than 800 wealth management industry experts who work with and advise UHNW clients and their families.
11/03/2021
"I expect an agreement with Great Britain on market access in 2022," the paper quoted Rohner as saying.
11/03/2021
After the pandemic-driven recession in the previous year, the current financial year is being marked by economic recovery.
11/03/2021
Quilter, a British wealth management company, has today announced robust third quarter results with net inflows of £1bn, ten times that of the same period last year.
11/03/2021
The deal brings almost 2,000 clients to the group, as well as 12 advisers and six support staff.
11/02/2021
The pipeline consists of £35m to £70m worth of further investments in funds currently in the portfolio, co-investments and new fund investments.
11/01/2021
Coutts clients are pioneers, disruptors, champions and change-makers, successful people at the top of their game.
11/01/2021
“The third quarter continued to see strong new business generation,” Chris Woodhouse, chief executive, said.
11/01/2021
King said UBS had begun focusing on sustainable investing about five to 10 years ago and expects to see ongoing increasing demand for it. He added there is also real political will to support these types of investments.
10/29/2021
Total Assets under Management and Administration rose by 18% (£35.7bn) compared to Q3 2020. Our online propositions also show very pleasing growth and reached £1.5bn in AUM.
10/29/2021
The meeting was chaired by Jean Lemierre, and the Board examined the Group’s results for the third quarter 2021.
10/29/2021
“In line with our desire to balance the interests of all stakeholders, we have recently paid year-end bonuses in respect of the financial year ended 31 May 2021 to all staff having taken the cautious decision not to pay year-end bonuses for the prio
10/29/2021
In addition to a robust operating result, sales from the portfolio of participating interests also chipped in to net profits.
10/28/2021
The Edinburgh-based fund house has taken part in at least seven Spac mergers so far in 2021, even though the managers of its flagship fund, Scottish Mortgage, have criticised the format.
10/28/2021
As a result, Gen Z’s journey seems to be parallel to other client generations’ but traveling along a different path.