06/26/2019
The complementary combination of my stock-picking skills and Nick’s insight into timing trading has brought a lot of success to the AIM and Opportunities funds, which makes this move a natural next step for the fund.
06/26/2019
Having launched on International Women’s Day this year, the Network is seeking to change the financial sector to better cater to the needs of women.
06/25/2019
This type of lead scoring is also very focused on short-term sales—that is, finding any advisor for sales to call who seems interested enough to buy now.
06/25/2019
EFG is also announcing the appointment of Pedro Rego as the new Head of its Portugal branch, effective May 2019.
06/25/2019
Singapore’s sovereign wealth fund GIC and private equity investor Hellman & Friedman acquired Allfunds in 2017 from Intesa Sanpaolo Group, Santander Group, General Atlantic and Warburg Pincus, with an eye towards expanding its reach.
06/25/2019
The new firm, Azura, is targeting billionaire clients in Monaco and London.
06/25/2019
UK-based wealth manager enhances digital experience for HNW clients
Offers a range of investment management and wealth planning services
06/25/2019
Wealth manager secures funding for acquisitions
The wealth management group said it was pursuing acquisitions in the UK and internationally, confirming a "number" of deals were in the advanced stages of negotiation.
06/25/2019
KBL recently made a non-binding offer to Bank am Bellevue after conducting due diligence, according to three people familiar with the matter.
06/25/2019
Australian asset manager in 'lift-out' talks with UK boutiques
In talks to acquire stakes in British firms
06/24/2019
How we can take lessons from one of the world’s happiest countries, Sweden
06/24/2019
LEBC was recognised as the highest scoring company in the UK, securing maximum marks in four out of the five categories.
06/24/2019
Advice firm hands ownership to employees
The board will include Horner, two employees appointed by the wider team and three employees appointed by the holding company board, Tommy Watson, Tracey Reed and Anne Hill.
06/21/2019
Quilter Private Client Advisers adds £211m AUA with triple acquisition
London area financial planners
06/20/2019
Luxury inflation continues to 'corrode' HNW wealth
Savings accounts can have a place in your financial planning as well of course, with benefits including instant access and relative security.
06/20/2019
The awards represent the best brands in the industry in several categories, and ZEDRA was shortlisted for the Digital Brand of the Year award, which recognises creative and effective use of digital media over the last year.
06/20/2019
The acquisition is part of Brown Shipley’s growth strategy to add further scale and unlock additional regional opportunities.
06/20/2019
This year’s report also draws on data from more than 150 wealth managers, whose input yielded insights about the performance pressures that many firms are facing and about strategic areas for improvement.
06/20/2019
Clear link between improving Big 6 economic performance and increasing points tally
06/19/2019
The impact investing industry is diverse.