03/26/2019
The report, which surveyed 200 wealth managers, highlighted the need for wealth managers to begin choosing technologies that will help them to provide more effective client services.
03/26/2019
We are making great progress on designing a leading financial planning offering backed by Lloyds Banking Group’s and Schroders’ expertise
03/25/2019
The fee cut will apply to both existing and new business, giving potential clients’ access to 7IM’s unique proposition - which is set apart from competitors thanks to its integrated highly-flexible model - for a much lower price.
03/25/2019
Leeds-based wealth manager acquires London IFA
The purchase follows TPO’s acquisition of PQR Financial Planning in 2016, which added 23 staff including 11 advisers and £250m funds under management.
03/24/2019
Meeting the students also took me back to my own early days at work.
03/22/2019
T Rowe Price, UBS, Credit Suisse, Kiltearn and Silchester hit by 80% fall in Swiss manager’s shares
03/22/2019
Wealth manager hits back at veteran investor’s critics
03/22/2019
There is a broad spectrum in the minimum amount required for private banking: some banks are happy to take clients with six-figure sums, but some demand eight.
03/22/2019
The bank will reduce the number of market heads to six, from 14 previously.
03/22/2019
Thiam is rewarded after taking a cut last year amid losses
03/21/2019
Quilter research shows it is something rarely being discussed or planned
03/21/2019
Phoenix collected the Silver Award in the ‘PR Agency of the Year’ category at the inaugural Brand Management & Reputation Awards in 2016, and the Gold Award in the same category a year later.
03/21/2019
At the Global Wealth Management division, its 100% sustainable cross-asset portfolio tripled in size since its launch in January 2018
03/21/2019
Canaccord Genuity buys wealth management firm
It is expected that the acquisition will be immediately accretive to the Company's adjusted earnings1.
03/21/2019
The Iskander acquisition comes in the same week that Queensgate Investments, a partnership between the Kow Family, Alvarium Investments, Peterson Group and Dilmun acquired four Grange Hotels in Central London in a deal valued at around £1 billion.
03/21/2019
Businesses in the UK, Ireland and Jersey that can demonstrate they are using innovative techniques to help sustain rural communities can apply from today until 14 June here.
03/20/2019
The letting to St. James’s Place Wealth Management follows Monzo agreeing to occupy the first and second floor of 2 Kingsway.
03/20/2019
The whitepaper titled “Jersey – A Clear Choice for Saudi Investors” examined the various approaches sought by investors in structuring inbound and outbound investments
03/20/2019
They highlight the company’s commitment to continually enhancing its wealth solutions and service capabilities, to drive sustained growth over the long term.
03/20/2019
In September the bank appointed former head of Barclays' personal banking and Barclaycard units Steven Cooper as its new chief executive, replacing David Green.