01/08/2021
It says it has been “rapidly increasing” the data it collects on regulated firms and last year sent a survey to 23,000 firms to get a picture of their financial resilience during the pandemic.
01/08/2021
Results do not cover the period during which Crispin Odey was charged with alleged sexual assault
01/08/2021
How to make sure that all the family get the best out of inheritance planning
01/08/2021
This transaction in the form of an asset deal was successfully completed as planned on 1 January 2021.
01/08/2021
The report finds that the unprecedented nature and size of the economic shock could negatively impact family planning.
01/08/2021
This was cross-examined by a High Court judge, and Quilter did not dispute the finding that it offered a “matrix bonus” of 0.065 per cent of moved clients’ assets into its Core Investment Proposition.
01/07/2021
Last year the company moved to split the second part of its migration into two phases in a bid to manage logistical constraints presented by the coronavirus crisis, with the final of these stages scheduled for next month.
01/07/2021
John’s fundraising efforts have helped raise more than £1 million, and he said he was stunned when he received an email about the New Year honour.
01/06/2021
It has wasted no time in getting a foothold in the UK after announcing in December 2020 that it had purchased three Australian advice firms.
01/06/2021
Advanta Solutions employs around 60 staff and manages almost £500m in assets, a figure which has grown from £200m three years ago.
01/06/2021
During the last three years Sanlam UK have played an invaluable part in the support we offer our membership
01/05/2021
As part of the arrangement, later in Q1 2021 Sanlam will also take on the investment management responsibilities of the Smith & Williamson Global Gold and Resources Fund which will continue to be managed in Toronto by AGF as sub delegate investment ma
01/05/2021
The office launch follows news in the summer of last year that the firm had acquired the North East IFA Pension Matters.
01/05/2021
The teams’ formidable experience will be the foundation for the development of our business in a constantly-evolving market and regulatory environment.
01/05/2021
“It’s subject to regulatory approval, and we’re doing this in an orderly manner in a transition that has at the heart of it the interest of our clients.” For much of the past decade, H2O has been a jewel in the crown of Natixis&am
01/04/2021
The seasonal tranquillity was disturbed by the need to pay attention to latest US stimulus package and Brexit.
01/04/2021
Private banking chief on succession, searching for alpha and partying with Andy Warhol
12/31/2020
The firm is also launching a recruitment drive after moving to new offices in Gateshead
12/31/2020
Bell, a 54-year-old father of four, owes almost the entirety of his wealth to the company he founded and now leads.
12/30/2020
‘Nerves remain over what deal will be struck in 2021 when it comes to financial services’