04/22/2020
Chris Read, group chief executive at Dunstan Thomas, explains: “Platform Action brings a terrific combination of top flight strategic IT expertise as well as broad delivery capability and very deep platform domain expertise.
04/22/2020
The key to the popularity of these durable advertising campaigns was that they exercised a ‘feel good’ factor and prompted memories of better times.
04/22/2020
JTC acquired Exequtive Partners in Luxembourg and small bolt-ons in the Cayman Islands and Netherlands
04/22/2020
Nine years on, the firm has two offices – the Lugano headquarters and a Zurich branch
04/21/2020
Approximately 98% of Quilter’s staff are now working remotely including over 200 contact centre-based colleagues servicing its UK and International platforms.
04/21/2020
This strategically important acquisition adds depth and breadth to our funds business
04/21/2020
Their study has found that boutique active managers outperformed both non-boutique active managers and passive indexing over the past 20 years, delivering the highest excess returns during periods of elevated volatility.
04/21/2020
Old Mutual Wealth took 6 per cent of transfers but had a lower average transfer value at £320,000
04/21/2020
Schroders Personal Wealth, which is owned 50.1 per cent by Lloyds and 49.9 per cent by Schroders, requires its clients to have a minimum investable assets of £100,000 before taking them on.
04/21/2020
Warning of "particular disruption in the mortgage market" the network is also paying the licence costs of Intelligent Office for any mortgage adviser who is furloughed during the lockdown period.
04/20/2020
The end of Swiss banking secrecy has done little to dissuade the wealthiest of Germans from setting up in Switzerland.
04/20/2020
The uncertain economic landscape is impacting on people’s lives and livelihoods.
04/20/2020
Such discussions are preliminary, require certain third party consents
04/20/2020
The professional body warned advisers needed assistance at a time when "demand for their help has never been greater, yet pressure on their own resources are stretched".
04/19/2020
Sanlam Private Wealth boss on being ‘gender blind’ as investment industry’s pay gap thrust in the spotlight
04/19/2020
Stonehage Fleming Advisory’s clients have invested alongside leading UK impact foundation Nesta Impact Ventures, who led the round, Guinness Asset Management, and existing investor Oxford Sciences Innovation.
04/17/2020
Chairman Guy Lachapelle took home 750,000 francs. Raiffeisen's board, which is comprised of ten directors, was paid a total of 2 millionen francs; Lachappelle abolished attendance fees for directors, which had totalled 709,000 francs in 2018.
04/17/2020
The deal substantially strengthens Sanlam Investments’ proposition in the fixed income space, and complements its well-established offering across equities and alternatives.
04/17/2020
Not surprisingly, the rapid spread of COVID-19 and the unprecedented reaction of the global markets, has negatively impacted the value of our clients’ funds and consequently our second quarter total income.
04/17/2020
The MPAA restricts subsequent pension contributions after withdrawal to just £4,000 a year.