10/02/2018
Nicola Wealth Management has launched the Nicola Infrastructure and Renewable Resources Fund; a new fund with a mandate that includes investments that hold other ‘real assets’, such as a wider universe of global infrastructure (bridges, highwa
10/01/2018
Following the acquisition, Kingswood Holdings would have over £2.0bn of assets under advice, 20 financial advisors and more than 4,000 active clients.
10/01/2018
And how do the banks perform in these areas?
10/01/2018
For the 12-month period ended 31 March 2018, the combined businesses reported combined revenues of £3.8m and pre-tax profits of £180,000.
10/01/2018
It is being held during the first week of October.
10/01/2018
Hawksford opens in London following acquisition of corporate services provider
The deal comes just four months after Hawksford acquired Asian-based corporate services provider People & Projects.
10/01/2018
Even without Brexit on the horizon, we constantly monitor markets and our portfolios, and always stand ready to make changes if we see significant shifts.
10/01/2018
Combined group will have more than £2bn in AUA
09/30/2018
This is a boon for every wealth management organization as of today
09/30/2018
For more than 30 years, Mark Mobius has obsessed about emerging markets
09/28/2018
Before entering the world of fixed income, Jones played football to “a high standard”, something that has stuck with him in his current role.
09/27/2018
The portfolio solutions team within Citi Investment Management oversees core, globally diversified multi-asset class portfolios for ultra-high net-worth clients of Citi Private Bank.
09/27/2018
FN's sister publication Barron's takes an in-depth look at the former AllianceBernstein CEO's new venture
09/26/2018
But the CEO will have to persuade activist investors to come along for the ride.
09/26/2018
Women in the North-East are being encouraged to get an insight into a career in wealth management.
09/26/2018
The move comes amid a concerted regional push by Brewin.
09/26/2018
Wealth Management Awards winners announced
The organisations recognised by the World Finance Wealth Management Awards 2018 have not only been able to do so, they’ve also helped the industry overcome a number of emerging challenges.
09/25/2018
The firm has said it was looking to acquire businesses from different markets to complement its existing services with a specific focus on discretionary investments.
09/25/2018
The listed company has completed the deal with the joint special administrators of Beaufort Asset Clearing Services and the joint administrators of Beaufort Securities.
09/25/2018
The group presents its results on both a statutory and adjusted basis.