01/31/2020
The awards, announced in London on Wednesday 29 January 2020, recognise outstanding achievements in Estera’s Bermuda and Cayman Islands offices as well as the expertise of the firm’s team in Luxembourg.
01/31/2020
Nutmeg has today announced that it is the first digital wealth manager in Europe to reach £2bn (€2.34bn) in assets under management (AUM) on the back of 41% year-on-year growth.
01/30/2020
Our advisers continued to work hard in supporting clients through a difficult environment, resulting in strong retention of client investments throughout the year
01/30/2020
Altaira’s investment strategy is also a collaborative effort with Dolfin, which provides regular research and ideas to the Altaira investment team.
01/30/2020
According to the report, key trends shaping today’s wealth management industry include: data and analytics, digitalization, customization, operational efficiency and client relationships
01/29/2020
Strong fourth quarter performance from International with gross flows of £0.8 billion (Q4 2018: £0.5 billion).
01/29/2020
Brewin Dolphin has announced a trading update for the first quarter of its financial year ending 30 September 2020.
01/29/2020
Instead of the label private bank, Staub sees his firm as a pure-play investment manager, a provider of investment advice and solutions.
01/28/2020
Clients will also be able to add thematic investments to their core allocation.
01/28/2020
QPCA is targeted at wealthy clients, people with more than £150,000 of investable assets.
01/28/2020
Harwood Capital has until 25 February to present formal offer for Manchester-based IFA
01/27/2020
'It's a trust that private investors, charities and wealth managers all like,' says Lyon. 'It's broadly diversified and they like the fact that we aim to protect wealth in real terms.'
01/27/2020
Johnson's insistence on completing a deal by the end of the year may stoke market risk if months tick by with little progress.
01/27/2020
Quilter Financial Planning is one of the UK’s largest distributors of advice, with over 3,900 advisers.
01/24/2020
The Lisbon office will focus on ultra-high net worth, high net worth and mass affluent clients in Portugal while also acting as a gateway for European individuals looking to invest in Brazil.
01/24/2020
The three months ended 31 December 2019 are referred to as “Q2 2020” throughout this document.
01/23/2020
Wealth, using artificial intelligence and machine learning, is resolving market issues through high-tech applications
01/23/2020
The topics of consolidation, regulation and innovation are front and center
01/23/2020
A joint venture between international family office services provider Crestbridge and Wyoming-based Willow Street will establish an enhanced proposition for clients.
01/23/2020
Assets under management reached CHF 140.3 billion