10/15/2018
Unlike its peers, Schroders does not disclose how its assets under management were impacted by market moves or the decision of clients to invest or withdraw their cash.
10/14/2018
Harry Keogh, 57, left Coutts this year after allegations he made lewd comments
10/14/2018
BNP Paribas made a string of major new hires in its North Asia division this year.
10/12/2018
The bank, which is headquartered in Wellingborough, Northamptonshire, recently appointed Jacqui Low to its advisory board as part of its Scottish growth plans.
10/12/2018
Investment performance in the quarter was mixed with strong absolute and relative performance in our momentum and discretionary long only strategies but weaker relative performance in our discretionary alternative and systematic equity strategies.
10/11/2018
The past quarter has seen an uncertain market environment and weak investor sentiment resulting in an industry-wide slowdown in net retail flows.
10/11/2018
Deal involved investor Nick Candy refinancing, Times reports
10/11/2018
Credo has a strong track-record of managing long-only, value-based direct equity portfolios with a bias towards developed market, large-cap stocks.
10/11/2018
PAM appointed by Strabens Hall to manage core portfolios
PAM invests across the asset management spectrum utilising active, passive and smart beta strategies. Portfolios are constructed using two complementary approaches, built to work together.
10/10/2018
Sandaire recently completed integration of Lord North Street, having initially run the two businesses as separate entities.
10/10/2018
In this paper we make five recommendations which together amount to a transformation of the tax treatment of wealth in the UK.
10/10/2018
Director remuneration was £242,717 against £156,772 in 2016, while £376,585 was spent on redundancy costs last year, with no figure provided for 2016.
10/09/2018
Larger family offices are taking on the private equity firms as they focus on investing directly.
10/09/2018
More than 50,000 accounts have been opened since Marcus launched to UK customers on September 27, the bank said.
10/09/2018
The appointments come as the firm also looks to grow its presence across Europe, having hired Richard Haxe as managing director for its European client group in September.
10/08/2018
Directors must provide a statement certifying that the company has sufficient working capital for at least 12 months or otherwise
10/08/2018
The deal would be among the biggest wealth management tie- ups in recent years and would come amid widespread consolidation in the broader industry sector.
10/08/2018
New base in Bury St Edmunds
10/07/2018
Has there ever been a more important time to dispel these messages when The Centre for Economics and Business Research estimates that a staggering £5.5 Trillion will be passed down between generations over the next 30 years?
10/04/2018
This equity investment confirms the strategic ambition of the two groups to set a global benchmark in technology outsourcing services and banking transactions for the wealth management sector and mid-sized universal banks.