10/05/2021
Quilter's Spiers and Rose launch adviser consolidator
They are already close to completing another takeover which will be confirmed shortly.
Wealth and Asset Management
10/05/2021
Citi Launches New Report on Holistic Digital Policy
Latest Report advocates Digital Policy as a complement to Monetary and Fiscal Policy
10/05/2021
All For Nothing
Economic data continued to surprise the analysts to the downside during the quarter.
10/04/2021
Coutts finally arrives in Scotland after nearly 330 years
The new Scottish footprint comes in the wake of the bank’s owner, NatWest Group, disposing of part of its Adam & Co business earlier this year.
10/04/2021
AssetCo plc Completion of the acquisition of an interest in Parmenion Capital Partners LLP
Parmenion ranked number one in Platforum quarterly report
10/01/2021
5 women from Tilney short-listed for the 2021 Women in Financial Advice Awards
Prestigious annual awards champion contributions women have made in the financial advice sector. Read extracts from Tilney nominees’ written submissions and be inspired.
10/01/2021
PIMFA announcs shortlist for inaugural Diversity & Inclusion Awards
The winners will be decided in the first week of October by a group of industry peers alongside experts in diversity and inclusion from charities that PIMFA partner with.
10/01/2021
Canaccord Genuity Wealth Management completes acquisition of Adam & Company
The completion establishes the Company's entry into the Scottish market
10/01/2021
Deutsche Bank to cut Europe branches as it refocuses on wealthy clients
The bank is looking to consolidate its branch network in Italy and Spain
09/30/2021
SJP hands £1.7bn mandate to Columbia Threadneedle
We are looking forward to continuing to support St. James’s Place as they help their clients achieve their financial goals.
09/30/2021
Robeco partners with UBS to launch Engagement Fund focused on Sustainable Development Goals
SDG Engagement Equities is a high conviction strategy with a sustainable investment objective to drive a clear and measurable improvement in a company's contribution to the United Nations Sustainable Development Goals (UN SDGs) over three to five yea
09/30/2021
Quilter commits to the Halo Code for its recruitment and workplaces practices
Quilter is committing to ensuring people with afro-hair or any other hair textures are not discriminated against in in the workplace or in its recruitment processes.
09/30/2021
Robeco partners with UBS
The launch of RobecoSAM Global SDG Engagement Equities reflects the shared conviction of Robeco and UBS that engaging and having an active dialogue about SDG’s is vital in supporting positive change that benefits people and planet.
09/30/2021
Quarterly Investment Update - From great to merely good: is that good enough?
The recovery has come off the boil, but we think it will continue supporting the markets.
09/29/2021
Coutts chief executive talks about 1,000 Business Climate Pledges
The chief executive of Coutts Bank, part of NatWest Group, is Australian and his family background and experience have helped inform his views.
09/28/2021
Stable revenues amid solid divisional performance announced at PraxisIFM
Looking back over the past financial year, COVID-19 was a challenge faced by all, and navigating the twists and turns in each jurisdiction became very much a part of our daily life.
09/28/2021
Julius Baer Int'l back in profit as UK regional push pays off
The firm’s heavy investment three years ago to establish a number of wealth posts across the UK has started to bear fruit.
09/28/2021
Close Brothers announces preliminary results
We have delivered a strong financial performance in the year and made the most of the opportunities arising as the economy recovers from the effects of Covid-19.
09/28/2021
Geneva-based investment advisor sees an “acceleration in number of private market investments” among HNW clients, as well as increasing interest in digital assets
Tautu commented that his clients “like to take risks in these private markets, but the idea of being blocked for 10 years is still frustrating to them.”
09/28/2021
IQ-EQ wins Trust Company Of The Year Accolade at The 16th Annual STEP Private Client Awards
Winning this award, the hallmark of excellence within the private client trust industry, is a true testament to the calibre of our people and the strength of our service offering.