06/19/2017
Estera was presented with ‘Best Marketing and Business Development Team’, ‘Best Rebranding Campaign’ and ‘Brand of the Year’ accolades at the Citywealth Brand Management and Reputation Awards in London.
06/19/2017
The group previously oversaw more than $8 billion in institutional assets and $400 million in private assets.
06/19/2017
Money gifted to families is expected to have a big impact on the economy as wealth 'floods into the market'
06/19/2017
The funds are reviewed on a monthly basis with the aim of outperforming the market.
06/18/2017
Senior industry executives see such work as critical for the industry to remain innovative.
06/18/2017
Included in Queen's Birthday Honours list
06/16/2017
The acquisition would further enhance Indosuez Wealth Management's footprint and position in Asia
06/15/2017
When choosing someone to look after your money, ask about asset allocation
06/15/2017
"At a time when asset management is up front and central in providing solutions, it is more surprising how confused the industry looks."
06/15/2017
The IAS team is based in the Group’s Mayfair office and is led by Sam Coppin, Head of Investment Advisory who has been with the group for 13 years.
06/15/2017
Cheaper funds remain a small part of most portfolios
06/15/2017
The 7IM team says low bond yields, political turmoil and hunt for defensive strategies that don’t travel in same direction as the mainstream.
06/14/2017
Funds under management grew by 17 per cent to £24bn.
06/14/2017
Franco-British investment bank’s revenues grew 11% to €1.8bn in year to March
06/14/2017
This rise came as both the number and value of global M&A deals across the market declined in 2016
06/14/2017
The Wilmslow-based chartered wealth management company has landed £75m of new assets under management
06/13/2017
The portfolios invest in best-in-class funds, identified by the global research team, across fixed income, equities, absolute return and alternative strategies.
06/13/2017
Our expansion allows us to cater for those advisers who wish to have a more tailored proposition at their disposal, including model portfolio services.
06/13/2017
“It is important to showcase Guernsey’s expertise, and having representation at such forums can help the island become part of the structures in this sector as they develop,” Mr Sykes said.
06/13/2017
The bottom line is how they manage money in good times and bad.