12/27/2019
The CISI merged with the Institute of Financial Planning in late 2015 and has since sought to boost numbers in the financial planning profession, reporting "significant" growth in this area last year.
12/27/2019
All 16 private banking branches will remain open
12/23/2019
One of the main findings of the study is that family offices are very cautious about investments that conform to so-called ESG criteria.
12/23/2019
As adviser to the ultimate buyer, Mirabaud has demonstrated its due diligence, professionalism and its ability to facilitate the execution of a complex transaction in a timely manner, a key challenge in today’s real estate world.
12/23/2019
The Harwood Board therefore unanimously recommends that shareholders vote in favour of the resolutions relating to the Acquisition.
12/20/2019
Mattioli Woods has added £65 million to its coffers through the £1.6 million purchase of Turris Partnership for £1.6 million.
12/20/2019
Turris Partnership in Glasgow is taken over by UK-wide operator Mattioli Woods
12/20/2019
Formed in 2017, the principals of the firm are Keith Gregg and Derek Bruton.
12/19/2019
The Magic Circle Awards aim to celebrate the elite of the private wealth industry.
12/19/2019
The annual Magic Circle Awards identify the best advisers and managers in the global private wealth industry.
12/19/2019
So far, the Fund has been subscribed to by almost 3,000 clients of Fideuram - Intesa Sanpaolo Private banking networks.
12/19/2019
Today, many managed portfolio services have large teams of researchers monitoring funds and providing support to their investment managers – as a firm, we have more than 50.
12/18/2019
Since both funds’ investment processes had converged, and in order to allow investors to benefit from economies of scale with a larger pool of assets, Mirabaud has made a proposal, which has been accepted by its investors, to merge the two ESG Conve
12/18/2019
Northern Trust will provide global custody, fund administration, transfer agency, depositary, and company secretarial services for the Storebrand funds in Luxembourg.
12/18/2019
Pre-tax losses at Netwealth increased to £5 million to the end of March 2019, up 24% from just over £4 million last year.
12/18/2019
The majority of the day will be spent on building relationships, which should help with raising referral rates.
12/17/2019
The company posted an operating profit of £7.6m for the year to the end of September 2018.
12/17/2019
Some technologies which are used in very specialised circumstances today could be seen much more widely in ten years.
12/17/2019
Monetary policy remains remarkably generous, which is one of the things boosting both bonds and stocks.
12/17/2019
Expanding Chartered Financial Planner firm Fairstone has acquired nearby North East wealth manager Chilli Financial.