06/09/2023
Speed Dating for Wealth Managers
By optimizing supply and demand, the company says it achieves significant improvements in returns and cost savings for clients.
06/09/2023
By optimizing supply and demand, the company says it achieves significant improvements in returns and cost savings for clients.
06/09/2023
In addition, the publication evaluates all the functions and digital tools available to customers that promote good financial health, allow greater monitoring and evolution of their investments and improve the quality of more than 685 services.
06/09/2023
The price of €46.6 per share will be adjusted to €38.6 following the ex-date of the extraordinary distribution of €8 per share which will occur after approval of the Offer by the AMF and before opening of the Offer.
06/09/2023
A Canada Life said the company would not be accepting any new fund flows.
06/09/2023
‘Skin in the game’ reaches £4.2bn
06/09/2023
Managed by Simon Nichols
06/09/2023
The reputation of the individual’s company, their career trajectory, experience and involvement in promoting good organisational culture are all criteria considered by ePrivateClient when compiling the list.
06/08/2023
“C. Hoare & Co. and their customers will benefit from our cloud-based SaaS offering, delivering fully automated and highly configurable FX workflow.”
06/08/2023
Australian asset management giant Macquarie believes it is the right time to sell its listed infrastructure offering to a wider audience.
06/08/2023
The proposed EGM would contemplate the replacement of the existing board as well as a significant change in the capital structure of the firm to allow additional issuance of capital and the suspension of current shareholder participation rights.
06/08/2023
Group with 9% holding says Liontrust offer undervalues Swiss asset manager and is pushing for new directors
06/08/2023
These end-to-end platforms deliver complete or near complete functional solutions covering a process from beginning to end.
06/08/2023
The firm expects further office closures in the second half of this year
06/07/2023
The desire among clients to compare products is growing, but navigating the investments is nearly impossible.
06/06/2023
Former Citywire AAA-rated Cesar Fernandez has become a founding partner of Alpha Credit Advisors, where he will be chief investment officer.
06/06/2023
Wealth portfolios across all risk categories suffered losses in May as equity and fixed income markets delivered disappointing returns.
06/06/2023
A wave of interest in artificial intelligence has helped send technology stocks soaring. But the reliance on a small number of stocks to carry markets could be unsustainable.
06/06/2023
Adviser Services Holdings expands national advice arm
06/06/2023
The new offering will focus on established business owners and those considering exit, offering traditional services and lifestyle investments.
06/06/2023
Partnership with Investment 20/20