07/26/2017
Now in their 11th year, the awards - which are run in association with Professional Adviser and will be hosted by BBC journalist Kate Silverton - will be held at the London Hilton on Park Lane on 26 September.
07/26/2017
Our second set of finalists recognises both individual financial advisers and wealth management companies
07/26/2017
This visit was the first international joint venture between Cayman Finance and the new Minister of Financial Services, Tara Rivers.
07/25/2017
The group's total revenue rose 24% from £11.96 million to £14.87 million year-on-year.
07/25/2017
Swiss private bank reports a strong first-half year increase in assets under management
07/25/2017
The “Great Sanlam Cycling Challenge” led by CEO Jonathan Polin saw team members cycle 850 miles across the country, visiting all 12 of Sanlam UK’s regional offices along the way.
07/25/2017
Underlying operating expenses of £99.1 million (2016: £84.9 million) increased 16.7% year-on-year
07/25/2017
The team rebranded to Tilney for Professionals earlier in the year
07/25/2017
Headstart’s Managing Directors, Christophe Gaul and Manuel Mouget, will continue to lead the business.
07/25/2017
It has also recruited chartered financial planner and pensions specialist Mike Bond
07/25/2017
Just before he returned to Scotland, he was given the “Freedom of the City of Houston”, an honour which he cherished.
07/24/2017
Mifid II forces fund managers to reduce their reliance on external research providers
07/24/2017
Who has his eyes firmly fixed on preserving and extending the legacy.
07/24/2017
The Private Wealth Management division has continued to develop its client proposition around advice and fee related business.
07/24/2017
Sunny outlook contrasts with bleaker sentiment among investment houses
07/21/2017
The group will report results for the year to 31 July 2017 on 26 September 2017.
07/20/2017
While mortgage advisers currently make up a large proportion of protection product distribution, the section of the market occupied by wealth managers is comparatively small, he explained.
07/20/2017
The group's operating income was also on the rise
07/19/2017
There isn’t an effective way to benchmark these portfolios and assess them.
07/19/2017
Leading financier Amanda Staveley is interested in purchasing a top-flight club