11/22/2018
14 sports stars in wealth and fund management
Hiring sports stars makes business sense – those at the top of their game are likely to know potential clients at the top of theirs
11/22/2018
Hiring sports stars makes business sense – those at the top of their game are likely to know potential clients at the top of theirs
11/21/2018
We will be sponsoring the event again in 2019 and look forward to raising even more money."
11/21/2018
As a result of the margin decline, the private bank's cost/income ratio rose to 69% for the first 10 months of 2018, exceeding the targeted 64-68% range.
11/21/2018
Chief executive John Ions said the company’s UK Special Situations fund was the fourth best selling fund to UK investors in the third quarter of 2018, and was now £3.9bn in size.
11/21/2018
The focus is to move away from areas seen as tax havens to areas with a more robust framework, and a real focus and defensibility around using the locations.
11/20/2018
Assets under management at CHF 395 billion – Net new money growth close to 5% – Drop in client activity in Q3 affecting gross margin and cost/income ratio – Enhancing focus on core markets and reducing complexity
11/20/2018
Thesis Research and Consultancy Service (TRACS)
11/20/2018
The firm runs a national partnership of 38 advice firms, which it hopes to grow to 45 by the end of the year.
11/20/2018
Earlier this month the group’s CEO Alexander Friedman stepped down and David Jacob was appointed as interim CEO.
11/20/2018
The number of jobs wasn't disclosed, and appears to be as yet unclear due in part to U.K. labor law.
11/19/2018
Mr Murphy’s brother in law Damian Pike, who was previously in charge of business development at logistics specialist DHL, has been brought in to run the advisory arm
11/19/2018
Acumen has completed the takeover of Wyre Investment and Financial Management, taking on two staff, 400 active clients and funds under management of around £40m
11/19/2018
We have championed small businesses.
11/19/2018
Major investors Invesco Perpetual and Seneca Investment Managers will take on a 180-day lock-in, as will former AJ Bell employees who still have shares in the company and wish to sell them.
11/19/2018
Beaufort has 18 member firms in the partnership, having added five this year, both existing and newly established, while also expanding into Wales last summer.
11/16/2018
The bank also said that it will continue to invest in talent and seek to grow revenue in wealth management and investment banking.
11/16/2018
SJP argued the main features and benefits of EIS were outlined in the fund fact sheets but Mrs H said she hadn't been given any sheets at the time of the meeting.
11/16/2018
EOS comprises the Edmond de Rothschild portfolio management and distribution management system, based on leading market solutions, Simcorp Dimension and Microsoft Dynamics.
11/15/2018
To be made available from this month, the two portfolios will seek higher average ESG score as well as lower portfolio carbon intensity than the market.
11/15/2018
As per the agreement, Patriot will become a unit of Mariner Wealth Advisors from 1 January 2019.