09/22/2021
Asset manager M&A means technology providers must keep up
As a result, the firm ended up with a smoother process, with a single touchpoint for clients and executing across markets and jurisdictions while meeting each market's relevant rules and regulations.
09/22/2021
LGT Private Banking received its first employer certification from ”Great Place to Work
09/22/2021
The agreement with Clifton Asset Management to extend their use of Hubwise’s services by a further five years is testament to the flexibility of the Hubwise proposition.
09/22/2021
UBS buys Madrid office with strong ESG credentials
The WELL Certificate is issued by the International WELL Building Institute, which aims to improve how buildings affect human wellbeing.
09/22/2021
NatWest Wealth calls on FCA for further action
There’s a real need to simplify processes so that customers can access straight forward
09/22/2021
Coutts among first to buy UK government's new green gilt
New bonds will support green energy technology and help cut carbon emissions
09/21/2021
Schroders: Review of the 2021 AGM season
Implementing ESG metrics in pay, adjusting remuneration, shareholder resolutions, votes on climate, diversity and auditor tenure - we round-up the AGM season.
09/21/2021
Wise enters wealth management with BlackRock tie-up
Stock investing from multi-currency accounts is becoming a crowded market in fintech as transfers firm enters space
09/21/2021
Coutts CEO: When time is money, why we spent it on becoming a certified B Corporation bank
To that end, at the heart of why we worked so hard to become a B Corp is because we want to be part of this new era of businesses.
09/21/2021
Julien Mechler has been appointed as Head of Sub-Advisory.
09/21/2021
JTC aquires boutique asset manager
Following our successful fund raise earlier this year, we are delighted to announce the acquisition
09/21/2021
In their survey report “Are You Developing A Hyper-personalised Strategy?”, Objectway asked domestic and overseas Wealth & Investment Managers which definition of hyper-personalisation fitted best for them.
09/20/2021
Clients facing billions in losses are furious but Swiss bank cites need to keep collapsed company ticking over to recoup funds
09/20/2021
The new office will enhance active wealth services to ZEDRA’s global clientele and presents growth opportunities in the country’s growing fintech sector.
09/20/2021
Assets in the specialist wealth firm's discretionary business have passed £600m after a strong six months.
09/20/2021
Our focus in creating an inclusive culture at Schroders has been recognised at the prestigious FTAdviser Diversity in Finance Awards, winning ‘Larger Employer of the Year’ in a highly-competitive category.
09/20/2021
UK family office to merge with $20bn US advice firm
This comprehensive offering will be underscored by a commitment to impact or values-aligned investing and offer trusted advisory services to family-owned businesses as well as real asset direct and co-investment opportunities.
09/20/2021
This transaction is expected to complete during the first quarter of 2022.
09/20/2021
Italian group takes over company focused on Europe’s high-net-worth investor contingent and currently runs €7bn in assets.
09/17/2021
Selling a business can be a complex process, and for many business owners it will be a once in a lifetime experience.