02/13/2019
Multrees Investor Services completes platform migration for Saltus in just 3 months
A dedicated project team from Multrees worked closely with Saltus so that the business could select exactly which services were right for them.
02/13/2019
A dedicated project team from Multrees worked closely with Saltus so that the business could select exactly which services were right for them.
02/13/2019
New figures from Fairstone, released at its annual conference in Newcastle, also show 11 per cent outperformance across its entire portfolio of acquired businesses
02/12/2019
Portugal's Banco Best and Luxembourg-based platform Fundsquare said in their statement after the test that it had showed cross-border distribution over blockchain was "more efficient, scalable and timely in processing."
02/12/2019
It proposed an unchanged dividend of 2.10 francs per share.
02/12/2019
The gala evening brings together industry leaders to recognise outstanding practitioners in the Swiss and international private banking
02/12/2019
Savanta launched earlier this month with the merger of MIG Global’s research brands Morar HPI, Viga, Circle and Charterhouse into the new brand.
02/11/2019
Lloyds Banking Group PLC plans to hire more than 700 financial advisers
02/11/2019
Based in London, Leeds and Salisbury, Progeny employs more than 35 investment professionals and more than 20 lawyers.
02/11/2019
The acquisition of Castleton is our second this financial year
02/11/2019
CNBC points out that there’s a difference between financial coaching and counselling.
02/10/2019
The corporate center includes functions such as human resources and information technology.
02/08/2019
Swiss bank boosts senior executives’ pay after share price falls 30%
02/08/2019
Patricia Adewumi has just received a doctorate linked to the United Nations for her work
02/08/2019
Search for new CEO continues after abrupt departure of Alfred Moeckli
02/07/2019
Today both robo-advisers and large wealth managers see the importance of having humans and technology work together.
02/07/2019
Headquartered in Wilmslow, with an additional office in Chester, Equilibrium specialises in all areas of wealth management, investment, pensions, tax planning and estate planning
02/06/2019
The gift is a significant sum for U.K. philanthropy, representing more than 10% of new money that universities across the country raised in the 2016-'17 academic year.
02/06/2019
The Geneva-based bank said Nicolas Pictet would resign as of September 1.
02/06/2019
Peel Hunt research
02/06/2019
WH Ireland said: "Market conditions continue to be challenging, affecting both divisions of the company.