10/21/2020
Hampden & Co, the Edinburgh-based private bank, is to give its coffers a £3 million boost after reporting strong third-quarter results despite the impact of coronavirus.
10/20/2020
Taylor Wessing’s Ronald Graham explains how the private wealth practice area is driving the COVID-19 recovery
10/20/2020
The move will see Premier Miton become a ‘Global Partner’, a carefully selected group of leading asset managers appointed by Quilter Investors to offer a diverse range of high-quality sub-advised funds
10/20/2020
UBS has all the options open to write another successful chapter of its history under Ralph’s leadership.
10/20/2020
Virus crisis wiped £900m from AUM during the worst of the sell-off
10/20/2020
Despite market turbulence, most respondents report factors meeting or exceeding expectations
10/20/2020
Although this award specifically recognises our UK and European operations, we feel strongly that it reflects positively on all of our client teams across the globe, whose international collaboration is crucial to our continued success.
10/20/2020
Both partners also have a broad background in fintech, private wealth management, business consultancy, startups, and artificial intelligence, which has had a profound influence on their business model and ethos.
10/19/2020
Today Morningstar UK, a leading provider of independent investment research, has announced Schroders as the winner of this year’s Outstanding Investment House Awards.
10/19/2020
Considerable improvement in profitability driven by continued active client engagement and cost-reduction initiatives – Foundations in place for renewed growth at Kairos; goodwill impairment to impact Julius Baer’s 2020 IFRS financial results
10/19/2020
Income has to grow, and that means getting new business through the door.
10/19/2020
Weatherbys Private Bank has appointed London-based creative agency AML Group to redesign and rebuild its customer-facing website.
10/19/2020
It also reported revenues had risen by 1.6 per cent to £58.4m while operating profits were up by a third.
10/19/2020
The survey of 84 business owners and chief executives of member firms of PIMFA
10/19/2020
The rebrand ushers in a new era for the company and reflects its growth and acquisitions in recent years.
10/16/2020
With in-person advice being affected due to the Covid-19 pandemic, the need for digital interaction is soaring and there is still an advice gap within the UK.
10/16/2020
Business is now majority-owned by the company’s directors after founder sold his stake
10/16/2020
He said: "We have a number of smaller advisers who are in the process of leaving.
10/16/2020
Unusual stock is not often the subject of persuasive advice from some of the world’s plate-glass fund managers, however this year has been an unusual year.
10/15/2020
AUM rose to £50.4bn from £49.4bn with the asset management arm recording £700m net inflows.