09/22/2021
UBS buys Madrid office with strong ESG credentials
The WELL Certificate is issued by the International WELL Building Institute, which aims to improve how buildings affect human wellbeing.
09/22/2021
NatWest Wealth calls on FCA for further action
There’s a real need to simplify processes so that customers can access straight forward
09/22/2021
Coutts among first to buy UK government's new green gilt
New bonds will support green energy technology and help cut carbon emissions
09/21/2021
Schroders: Review of the 2021 AGM season
Implementing ESG metrics in pay, adjusting remuneration, shareholder resolutions, votes on climate, diversity and auditor tenure - we round-up the AGM season.
09/21/2021
Wise enters wealth management with BlackRock tie-up
Stock investing from multi-currency accounts is becoming a crowded market in fintech as transfers firm enters space
09/21/2021
Coutts CEO: When time is money, why we spent it on becoming a certified B Corporation bank
To that end, at the heart of why we worked so hard to become a B Corp is because we want to be part of this new era of businesses.
09/21/2021
Julien Mechler has been appointed as Head of Sub-Advisory.
09/21/2021
JTC aquires boutique asset manager
Following our successful fund raise earlier this year, we are delighted to announce the acquisition
09/21/2021
In their survey report “Are You Developing A Hyper-personalised Strategy?”, Objectway asked domestic and overseas Wealth & Investment Managers which definition of hyper-personalisation fitted best for them.
09/20/2021
Clients facing billions in losses are furious but Swiss bank cites need to keep collapsed company ticking over to recoup funds
09/20/2021
The new office will enhance active wealth services to ZEDRA’s global clientele and presents growth opportunities in the country’s growing fintech sector.
09/20/2021
Assets in the specialist wealth firm's discretionary business have passed £600m after a strong six months.
09/20/2021
Our focus in creating an inclusive culture at Schroders has been recognised at the prestigious FTAdviser Diversity in Finance Awards, winning ‘Larger Employer of the Year’ in a highly-competitive category.
09/20/2021
UK family office to merge with $20bn US advice firm
This comprehensive offering will be underscored by a commitment to impact or values-aligned investing and offer trusted advisory services to family-owned businesses as well as real asset direct and co-investment opportunities.
09/20/2021
This transaction is expected to complete during the first quarter of 2022.
09/20/2021
Italian group takes over company focused on Europe’s high-net-worth investor contingent and currently runs €7bn in assets.
09/17/2021
Selling a business can be a complex process, and for many business owners it will be a once in a lifetime experience.
09/17/2021
The company also said that the net flows were positive in H2 at the group level while UKIM discretionary business remained positive for the full year.
09/16/2021
Jersey Finance has announced a range of expert speakers, who will discuss the issues driving private client decision making and the challenges facing the international wealth management community, at its Annual Private Wealth Conference later this month.
09/16/2021
In 2020, revenue for the Sense and Lyncome networks was up 8 per cent to £42m, with profit after tax reaching £1.1m. Its assets under influence now sit at more than £5bn.