06/24/2018
Winning two golds and a silver out of four categories is a testament to the exciting and progressive Hawksford business and recognises the hard work and dedication that goes into supporting the growing brand.
06/22/2018
The bank’s leadership has been “encouraged” by messages given by China’s leadership on opening access to the market, Solomon said.
06/22/2018
Listing of full service wealth manager should appeal to local and British investors.
06/22/2018
The sale is the first time he has returned to the market since August last year according to Reuters shareholder data
06/22/2018
The launch comes after UBS teamed up with the World Bank earlier this month to launch its first sustainable investing portfolio for UK clients.
06/22/2018
The firm makes six considerations wealth managers should account for to get Brexit-ready, starting with the understanding that this is not just a compliance matter.
06/22/2018
The winners were determined by an independent panel of four industry judges
06/21/2018
The Isle of Man office, Utmost Limited, currently employs 200 staff who provide support throughout the group of companies.
06/21/2018
SJP’s partner academy has a two-year programme for career changers looking to build a wealth management business under the group, or become an adviser in an existing practice.
06/21/2018
Founded in 1989 Leicester-based Greyfriars is an advice firm, Sipp and SSAS administrator and was formerly a DFM for its advisers and external IFAs.
06/20/2018
Last month, 7IM announced it has become a pension provider with the launch of a Sipp on its platform.
06/20/2018
Candriam to donate 10% of fees to back scholarships into research around sustainable and impact investing
06/19/2018
Julius Baer's New Boss Breaks With Boris Collardi
It isn't the only about-face from Collardi, according to Hodler: «We've achieved growth so far by hiring private bankers and with acquisitions.
06/18/2018
Asset managers put Brexit plans into action with Dublin in spotlight
Who is already making plans to beef up or move parts of their operation to Dublin?
06/18/2018
The cost of being posh is getting even more expensive with the price of exotic holidays, Savile Row suits and private schools soaring by 5.5 per cent a year
The ‘Luxury Price Index’ from private bank Coutts shows the rich will have to dip deeper to afford the finer things in life.
06/18/2018
The predictive aspect of AI is expected to be a driver of transformative personalisation in wealth management
06/18/2018
For comparison, Credit Suisse’s long-term issuer rating stands at Baa2 with a stable outlook.
06/18/2018
“We are looking forward to attending the Money Marketing Awards and we would like to wish all our fellow nominees the best of luck.”
06/18/2018
Global economic growth is good news for investors, but it brings inflation with it which can have consequences for savers.
06/15/2018
French lender targeting expansion with hires over three years