09/09/2020
AJ Bell launches fund research service for advisers
Mr Mackay said AJ Bell had developed the Fundamentals tool to provide access to the investment research expertise it had within the business.
09/09/2020
Here’s how Julius Baer is helping its clients grow their wealth during the crisis
At a time when face-to-face meetings haven’t been possible, that often meant sitting with clients in their homes via videoconferencing, creating a strange sort of intimacy as some showed their full distress.
09/09/2020
REInvest buys 30 Lombard Street office asset in London for £76m
Net sale proceeds of £68.5m will be used to pay down debt, prior to further investment in new acquisitions and portfolio opportunities.
09/09/2020
The private bank’s pre-tax profits dipped by 63% in 2019 due to £3.6m in costs related to a new IT platform provided by rival Lombard Odier.
09/09/2020
The decision came after the Royal Institution of Chartered Surveyors recommended the lifting of material valuation uncertainty on UK real estate.
09/08/2020
It will continue to ‘provide services to financial advisers who wish to remain independent’
09/08/2020
Digital now a top agenda of asset and wealth managers
Asset management has been no exception to this trend, with the sector increasingly prioritising digital transformation in recent years.
09/08/2020
We are delighted to announce that Ocorian has again been recognised as a Tier 1 trust company in the 2020 eprivateclient Top Trust Company rankings.
09/08/2020
It is the adviser firm’s fourth acquisition of the past two years and brings its total assets under management to £1.2bn, managed by about 40 advisers.
09/08/2020
Geneva-based group to unveil commodities and thematic strategies as part of new push.
09/07/2020
SMP Group Rebrands To Suntera Global
The new name reflects the culture of commercial balance that has driven these achievements.
09/07/2020
By combining its regional investment teams into these global platforms, it allows Aegon AM to bring the breadth and depth of its global investment research
09/07/2020
Rabattu said that eight of the world’s 20 largest internet companies are based in the country, compared with 12 in the US.
09/07/2020
The two firms will leverage the Ocean Foundation's expertise to identify key themes that help preventing destruction of the ocean.
09/07/2020
Effectively, markets now stand assured that Fed will hold off hikes even if inflation spikes beyond 2% temporarily and hence, rates will stay lower for longer (consensus is until 2023).
09/07/2020
As it poaches Quilter Cheviot fund analyst to become head of research
09/06/2020
Wealth management gets digital intervention
But best option for the future will be to mix it up with human element
09/04/2020
'Championing LGBTQ Inclusion' award recognises companies who have taken significant strides to promote the equal treatment and inclusion of LGBTQ people at all levels of the workplace
09/04/2020
Former Openwork boss Mary-Anne McIntyre leads the new national advice group
09/04/2020
More than a quarter (28%) of the next generation cohort of family leaders surveyed by Campden Wealth with RBC for the new study The Next Generation of Global Enterprising Families Shaping Tomorrow,