10/20/2020
Both partners also have a broad background in fintech, private wealth management, business consultancy, startups, and artificial intelligence, which has had a profound influence on their business model and ethos.
10/19/2020
Today Morningstar UK, a leading provider of independent investment research, has announced Schroders as the winner of this year’s Outstanding Investment House Awards.
10/19/2020
Considerable improvement in profitability driven by continued active client engagement and cost-reduction initiatives – Foundations in place for renewed growth at Kairos; goodwill impairment to impact Julius Baer’s 2020 IFRS financial results
10/19/2020
Income has to grow, and that means getting new business through the door.
10/19/2020
Weatherbys Private Bank has appointed London-based creative agency AML Group to redesign and rebuild its customer-facing website.
10/19/2020
It also reported revenues had risen by 1.6 per cent to £58.4m while operating profits were up by a third.
10/19/2020
The survey of 84 business owners and chief executives of member firms of PIMFA
10/19/2020
The rebrand ushers in a new era for the company and reflects its growth and acquisitions in recent years.
10/16/2020
With in-person advice being affected due to the Covid-19 pandemic, the need for digital interaction is soaring and there is still an advice gap within the UK.
10/16/2020
Business is now majority-owned by the company’s directors after founder sold his stake
10/16/2020
He said: "We have a number of smaller advisers who are in the process of leaving.
10/16/2020
Unusual stock is not often the subject of persuasive advice from some of the world’s plate-glass fund managers, however this year has been an unusual year.
10/15/2020
AUM rose to £50.4bn from £49.4bn with the asset management arm recording £700m net inflows.
10/15/2020
CEO says business remains resilient
10/15/2020
“Our vision for Brooks Macdonald is as the leading investment manager for intermediaries, and we look forward with confidence."
10/15/2020
Apex is a portfolio company of Genstar Capital.
10/15/2020
Oddo had already bought BHF bank in 2016.
10/15/2020
The panel stated: “Assessors were impressed by how Accuro is now totally management owned and tightly aligned with its clients’ interests.”
10/15/2020
Clients will gain access to fund manager’s global equities, fixed income and multi-asset specialists
10/15/2020
'Future looks bright'