04/18/2023
DFM's assets trapped after FCA shuts down WealthTek
Collapsed wealth firm was custodian for Stellar Asset Management, meaning client money is stuck while special administrators complete their task.
04/18/2023
Collapsed wealth firm was custodian for Stellar Asset Management, meaning client money is stuck while special administrators complete their task.
04/17/2023
Quilter Cheviot veteran Dominic Tayler at the helm as Managing Director (UK)
04/17/2023
It is the company’s first acquisition of 2023
04/14/2023
The new mobile application provides a user-friendly interface, intuitive navigation, and robust filtering options to help clients stay organized and informed while on the go.
04/14/2023
This move is part of LV’s wider strategy to advance its investment management capabilities and strengthen future performance prospects for investors.
04/14/2023
The new French Nexus, launched in partnership with the firm’s owner Société Générale, will offer clients a bespoke service delivered in either French or English.
04/14/2023
In a bid to ‘support and accelerate the growth of the business’
04/14/2023
Investors continue to pull money from flagship European Opportunities fund despite market recovery, while ex-Merian bond team attracts significant inflows.
04/14/2023
The leading UK portfolio manager has been adding to the world’s biggest credit bureau on banking sector weakness.
04/13/2023
The Zurich-based private bank Bergos is continuously expanding its offering.
04/13/2023
For the entire 2023 financial year, LUKB still wants to achieve a consolidated profit of over CHF 235 million.
04/13/2023
With this signature solution, PostFinance, Swiss Post and Swisscom are jointly driving forward the digitization of Switzerland.
04/13/2023
The results also revealed that total net inflows in the quarter amounted to £373mn, equivalent to an annualised growth rate of 9 per cent, according to a note by Peel Hunt.
04/13/2023
The terms of the tie-up imply an equity value of approximately £839m for Investec Wealth and Investment UK.
04/13/2023
The study with wealth managers who collectively manage assets of around €565 billion shows widespread dissatisfaction with existing suitability assessments during recent financial shocks, including the COVID-19 pandemic and ongoing volatility coupled
04/13/2023
The innovative platform provides a seamless front-end digital experience and includes full investment operations capabilities covering back-end operations, investor administration and contact centre solutions.
04/12/2023
On 31 March 2023, the Company’s AUM totalled £40.1 billion, an increase of 5.7% for the quarter, which included net inflows of £326 million.
04/12/2023
They represent key executive roles as well as specialised functions from CEO and COO to CTO and CMO as well as other prominent roles.
04/11/2023
A panel of analysts and experts voted upon a list of over 1,200 businesses.
04/11/2023
This approach has resulted in a fourfold reduction in the number of applications in use and requiring maintenance.