11/18/2020
Schroders is campaigning to Change the Race Ratio and will start by setting targets for greater racial and ethnic diversity across the business.
11/18/2020
To change investing for the better, we create low-cost, innovative investment products which are accessible to everyone
11/18/2020
The transaction boosts Kingswood’s client facing advisory team to 67 people and increases assets under advice/management to circa £5.0 billion from over 16,000 active clients.
11/18/2020
This bond will help to facilitate that growth as we look to acquire high growth IFA and fund management businesses.
11/17/2020
Former banker Stephen Bird is also looking to take inspiration from Blackrock with move into ETFs
11/17/2020
New research shows that sound financial advice boosts confidence and emotional wellbeing
11/17/2020
High Net Worth (HNW) families have much to consider, balancing their shorter term lifestyle needs, against the needs of their family construct and, over the longer term, the legacy they wish to leave behind.
11/17/2020
Our strategy is clear and our focus remains on execution
11/17/2020
Fairstone gains £150m in latest adviser deal
"The team are a strong cultural fit for Fairstone, with high quality individuals who really care and put clients at the heart of what they do."
11/17/2020
As acquisitions by consolidators leave rivals in the dust
11/16/2020
The status of Downing Street’s head of communications was threatened because Johnson wanted to appoint Allegra Stratton as his press secretary.
11/16/2020
Headquartered in Jersey, JTC listed on the Main Market of the LSE in March 2018
11/16/2020
The acquisition supports FNZ’s long-term strategy of expanding the accessibility of wealth management services in the South African market.
11/13/2020
UBS financial advisors may send clients a digital survey seeking feedback.
11/13/2020
27% of this year's Goldman partner class are women. 7% are black. 5% are Hispanic/Latinx and 17% are Asian.
11/13/2020
The widely anticipated ‘great wealth transfer’ is set to be particularly interesting, as there are three clear differences between the inheriting generation and the incumbents.
11/13/2020
This project involved a series of large and complex data migration and service transition events as SJP and SS&C brought substantially all activity onto SS&C’s wealth solution, Bluedoor.
11/13/2020
Only half of investment houses will still exist by 2030 as size becomes crucial to success, research predicts
11/12/2020
Winners will be announced at the Funds Europe virtual awards ceremony later this month.
11/12/2020
Achieving these two standards is considered a high benchmark for the industry, with only 24 out of more than 5,500 financial advisory firms in the UK achieving both.