01/04/2022
It completed the acquisition of Metnor Holdings, the holding company for IBOSS Asset Management (IBOSS) and Novus Financial Services (Novus), following the receipt of regulatory approval at the end of 2021.
01/03/2022
Richard Meddings was made a Commander of the British Empire by Queen Elizabeth in her annual New Year's honors list.
12/30/2021
Eimear Toomey, head of responsible investment at Quilter Investors, said investing and personal finance have often been overlooked in terms of living more sustainably.
12/29/2021
As part of Citywire's latest edition of the Top 30 Super Allocators investment chiefs reveal their worries for next year.
12/28/2021
The three phases process started by deploying the Portfolio Management component to serve advisors with insights, relevant and actionable information to respond to client preferences with a personalised advisory service.
12/28/2021
Under Peter’s leadership since 2016, Coutts has doubled down on the purpose-driven spirit on which it has built its reputation, accelerating its digital capabilities, extending its commitment to entrepreneurs and earlier this year, achieving B Corp
12/26/2021
Many of our advisers have come to us through word of mouth from their peers, which is testament to the great support our team provides.
12/24/2021
The cancellation of the shares bought back under this programme will be proposed at the Annual General Meeting of shareholders on 12 April 2022.
12/23/2021
The seller of 112 Robinson is Robinson Singapore Holding Pte Ltd, where the ultimate holding company is Lion Trust. Cushman & Wakefield (C&W) is said to have brokered the sale.
12/23/2021
In this second of a three-part blog series on the recent Hubbis Digital Dialogue webinar ‘The Vital Importance of Empowering the Relationship Manager’, we examine the changing skill-sets relationship managers need in a digital-first market
12/22/2021
“We're very familiar with the Praemium business and team from Australia and the UK.”
12/21/2021
Wealth management companies are now focusing their priorities in the current economic climate to thrive.
12/21/2021
Eric Varvel was proponent of the Greensill Capital-linked supply-chain finance funds that unravelled
12/20/2021
To address this the commission made several recommendations, including better advice, support and infrastructure for philanthropy.
12/20/2021
Kit Finney, principal at JCF Financial, said: “As our business grew, we decided to look for a partner with the scale to help service the complex requirements of our expanding client base.
12/17/2021
The move has corresponded with an increase in allocation to European equities as Clark sees similar valuation arguments as the UK for the region but without the level of uncertainty heading into the new year.
12/17/2021
The bank has stowed 450 million euros ($508 million) against a potential multi-billion euro penalty.
12/17/2021
The first cohort to undertake this unit will embark on a five-month structured study plan delivered by QFAS in February 2022
12/17/2021
Over 10% organic revenue growth
12/17/2021
GPR’s operations will be continued, by the current employees of GPR, within Solactive, a German benchmark provider offering indices for a broad range of sectors and asset classes internationally.