06/30/2020
EFG International provides an update on its business performance and announces that Martin Freiermuth has been appointed Chief Operating Officer and a member of the Executive Committee, effective mid-August 2020.
06/30/2020
Jupiter has since pledged to keep the majority of Merian’s flagship strategies intact once the acquisition completes.
06/30/2020
Truinvest was set up in 2019 by co-founders Mark Smith and Micky Johal
06/30/2020
This transformation is particularly innovative and wholly in keeping with our core philosophy: our clients, their interests and the standard of service remain uppermost and central to our concerns.
06/30/2020
Wealth structuring and intergenerational planning is only going to become more complex’
06/29/2020
The UK bank is looking to diversify its income stream amid record-low interest rates
06/29/2020
The wealth manager's Isle of Man subsidiary was launched in 2014, contributing £1.2m of annual revenue to the business
06/29/2020
Economic data has generally been better than market expectations.
06/29/2020
The trial is currently only operating in the UK.
06/29/2020
COVID-19 has made us all keenly aware of the value of community, even among competitors.
06/29/2020
Chase de Vere also said its financial strength meant it did not have to furlough any employees during the coronavirus lockdown.
06/26/2020
Recent Oliver Wyman research showed digital engagement had increased 7-10x during the crisis.
06/26/2020
Allyship is powerful and we are proud to announce a new initiative called Mission 100; working with our members and partners globally to connect one-hundred BAME LGBT+ individuals with one-hundred white industry executives within two years.
06/26/2020
Pierre Dulon, CEO of Azqore, said: ‘This partnership is aimed at offering our clients modern digital solutions that integrate perfectly with our core platform.’
06/25/2020
Expands advisory team
06/25/2020
We are very happy to partner with Campbell, who have such a long history and proven track record in systematic investing
06/25/2020
The immediate challenge will be in meeting heightened client-service, regulatory and reporting demands, especially if social distancing and limits to face-to-face interaction persist well into next year.
06/25/2020
The company has a highly qualified and experienced team of financial advisers supported by a dedicated technical, compliance and administration team.
06/25/2020
Transformative transaction boosting Kingswood’s client facing advisory team to 62 people and increasing funds under advice/management to £4.8 billion from 16,000 active clients in UK and US
06/24/2020
Completion is expected to take place in the fourth quarter of 2020 subject to regulatory approval.