09/03/2019
Chris Sykes, mortgage consultant at Private Finances, said: “Since a large proportion of sophisticated, high-net-worth borrowers have [complex] income profiles, these individuals are often having to look elsewhere when attempting to acquire property
09/03/2019
Reduced client fees by £3.1m
09/03/2019
Greece really is a treasure chest in the heart of the Mediterranean
09/03/2019
This solid performance across the key metrics of the business is further bolstered by new half year figures for 2019, which show continued momentum.
09/02/2019
A study from Netwealth on women's attitudes to wealth concludes the industry must up its game to appeal to a new demographic of clients
09/01/2019
Between the start of the strategic partnership in June 2013 and 30 June 2019, Kairos’ assets under management more than doubled to over EUR 9 billion.
09/01/2019
Tilney’s buying spree is also a fight for survival
08/29/2019
The segment is a source of booming revenue for LGT.
08/29/2019
Aberdeen Standard's move could benefit investors if it works out cheaper than the previous deal.
08/29/2019
The company will search across 5,550 deposit accounts to help clients find the best interest rate.
08/29/2019
The funds selected in Kingswood’s portfolios comprise a range of ethical strategies.
08/28/2019
Net inflows were said to be “robust” in the first half.
08/28/2019
The Group had total assets of CHF 4,148 million (CHF 4,092 million as at 31 December 2018).
08/28/2019
Report coincides with pound plummeting as Boris Johnson moves to suspend parliament
08/27/2019
We note more client uncertainty and a greater need for advice in these conditions.
08/27/2019
Commenting on the acquisition, John White, CEO of Sanlam UK’s Wealth division said: “This deal marks a confident expansion of our reach and further underlines our commitment to grow and strengthen our proposition in the North of England.
08/27/2019
A smaller amount of £100 was owed to the taxman but the company did not owe any money to its former employees.
08/27/2019
The licence will enable us to expand our investor base and we are excited to be growing our business in Singapore, where we have evolved from serving a primarily expatriate clientele to a trusted wealth manager for all Singapore residents.
08/27/2019
A long running bull market, interest rate uncertainty, and geopolitical turmoil have the potential to make markets more volatile.
08/26/2019
Talk in terms of conflict between generations is familiar and fits easily into our standard framing of social issues.