11/06/2019
By targeting a lower OCF for our Platform Managed Portfolio Service, we are providing an offering to advisers to deliver for their clients in a way that aims to ensure the total cost to the end client remains competitive.”
11/06/2019
In total, the net inflow of new money generated by Vontobel for the last nine months was over its 4-6% target range," it said in a statement, adding that overall results for first nine months of 2019 exceeded those of the prior-year period.
11/05/2019
Vincent Taupin puts blame on negative interest rates for problems facing industry
11/05/2019
It was named ‘Wealth Manager of the Year’ at the Portfolio Adviser Wealth ManagerAwards
11/05/2019
Former Hearts and Partick Thistle defender Conrad Balatoni has launched his own business as a representative of St James’s Place
11/04/2019
The deal adds nearly 50 new staff to ZEDRA’s existing headcount of over 500 industry experts across 13 countries, spanning Asia, Oceania, the Americas and Europe.
11/04/2019
AFH says the pair will retire once the acquisition completes, meaning that all current Groom Associates clients will now be serviced by existing AFH advisers.
11/04/2019
Nicola Horlick plans to raise £10bn over the next five years, initially targeting insurers
11/01/2019
“Impact investing will be a mega trend, as our clients want to use their assets to do more than just earn returns and Schroders is now at the leading edge of this.”
11/01/2019
Our Vevey office pursues our primary mission of preserving and growing the assets of our clients, while fostering a long-term close relationship based on trust
11/01/2019
Following closing of the deal, ABN AMRO’s Escrow & Settlement business will be integrated and rebranded into Intertrust.
11/01/2019
Brewin said the total consideration, of EUR50.2 million, consisted of EUR13 million in net assets and client relationships of EUR37.2 million.
11/01/2019
Following closing of the deal, ABN AMRO’s Escrow & Settlement business will be integrated and rebranded into Intertrust.
10/31/2019
This will take the amount we’ll have paid to shareholders since 2016 to a total of over €330 million, in the shape of dividends and capital returns.
10/31/2019
EFG is also announcing the appointment of Sascha Pietrek, who will head EFG’s Dubai presence
10/31/2019
In an end of third quarter statement to the markets, Lloyds Banking Group boss António Horta-Osórioario said he was 'disappointed' by the impact of Payment Protection Insurance compensation on the company's balance sheet.
10/31/2019
“We are delighted to have effectively doubled the number of clients under the Rhodes Wealth Management umbrella overnight and are happy to be a part of such a knowledgeable and friendly team."
10/31/2019
During the quarter, the French-headquartered global custodian recorded a number of key mandate wins, boosting AUC and revenues.
10/30/2019
Our strategy of the last few yearshas progressively created a stronger and more resilient business
10/30/2019
Lincoln Peak Capital Purchases Minority Equity Interest in RWC Partners