03/10/2021
New clients won in 2020 included corporate and local government pension schemes. This continued business growth underscores Northern Trust’s commitment to the UK’s retirement industry.
03/09/2021
The digital transformation we’re seeing (and supporting) at SS&C goes beyond online portfolio access for investors.
03/09/2021
The firm said January 2021 was the "highest month on record for inflows".
03/09/2021
There are a couple of extra things to note when thinking about carrying forward.
03/09/2021
At CHF 1.4 billion, net new money developed positively for the fourth consecutive year.
03/08/2021
Cazenove Capital is pleased to announce that Mary-Anne Daly, Chief Executive of Cazenove Capital, has been awarded Gold in the category ‘Woman of the Year - Financial Organisations - CEO/Board Member’ in Citywealth’s 2021 Powerwomen Awar
03/08/2021
This target, termed “30 by 2030” will accelerate women’s career advancement
03/08/2021
Tim Oddy, Senior Relationship Manager at Maitland, recently chatted to Sarah Soar, CEO of Hawksmoor Investment Management, a growing investment and fund management business.
03/08/2021
We are now even more strongly of the view that yields need to rise to levels closer to 3%.
03/08/2021
Educate and empower to level the playing field
03/08/2021
Yet in-depth interviews with these same women concluded that their risk profiles were essentially balanced or dynamic, as opposed to conservative.
03/07/2021
Tilney on trail of Punter Southall’s wealth arm
As well as being a wealth manager, it is also an accountancy and professional services operation.
03/05/2021
Schroders supports Lord Hill’s review to boost attraction of listing on the London Stock Exchange
Hill’s review found that the UK needs to attract more innovative companies such as tech and life sciences to its listings.
03/05/2021
Financial services group hits £1bn mark with double acquisition
The businesses provide financial planning and investment management services from two offices in London and Hertfordshire.
03/05/2021
Guernsey has often watched – with a calm detachment – the waxing and waning of the UK’s mercurial relationship with the European institutions over the past half a century.
03/05/2021
Management fees for the funds are waived with immediate effect.
03/05/2021
He looked at how HNW wealth managers and multi-asset fund managers can learn from robo advisors.
03/04/2021
Underlying profit before tax increased by 4.3% to £92.5 million, delivering an underlying operating margin of 25.3% that was consistent with the prior year despite lower investment markets.
03/04/2021
Announced at a virtual gala ceremony on 23rd February
03/04/2021
The discussion was a candid exchange of ideas and opinions covering a wide range of topics including how wealth management firms are responding to the pandemic