10/13/2023
PIMFA celebrates winners of its third Diversity & Inclusion Awards
The awards were created in 2021 by PIMFA to shine a light on the excellent
Wealth and Asset Management
10/13/2023
Canaccord stockbroker receives top industry award
The President’s Award is presented by the local branch of CISI to the best performer over the year, across two sittings, for the Private Client Investment Advice and Management exam in Jersey.
10/13/2023
Managed savings: three pillars to create new opportunities in difficult times
This is what emerges from the research commissioned to GlobalData by Objectway, an Italian company included in IDC's Top100 FinTech as a provider of software as-a-service and services for banks, wealth and asset managers.
10/13/2023
II Awards 2023 - Winners Revealed
The 24th Annual International Investment Awards took place yesterday with a global premiere of the Awards show followed by a VIP drinks event in London's West End.
10/12/2023
IWP acquires Gilmour Hamilton Wealth Management building scale in South West and Central Scotland
Gilmour Hamilton Wealth Management is based in Kilmarnock and has been serving clients for over 30 years.
10/12/2023
Award-winning: VP Bank's annual report has again received several awards
VP Bank Group's annual report won six international awards in 2023.
10/12/2023
UBS: It's a Question of Momentum
The Federal Councillor is to answer questions from the assembled parliamentarians on the circumstances surrounding the collapse, rescue, and sale of Credit Suisse.
10/12/2023
Deutsche Bank invests in Kodex AI
The investment follows a collaboration which started earlier this year as part of the bank’s Entrepreneur in Residence programme, which invites talented entrepreneurs to partner with the bank to validate, develop and scale their ideas.
10/12/2023
Brooks Macdonald MPS offsets short-term pressure
Brooks’ MPS platform now holds £3.6bn, as fresh demand for its service compensates for pressure elsewhere in its most recent quarter.
10/12/2023
Barclays Switzerland targets CHF 30bn after 38 hires
Barclays Switzerland CEO Rahim Daya has ambitious expansion plans for the bank.
10/12/2023
Fairstone strikes deal with Charles Stanley for bespoke MPS mandate
Partnership is Charles Stanley’s latest deal offering bespoke investment solutions to UK advice businesses.
10/11/2023
Titan Wealth acquires Prism Financial Advice Ltd
With Prism’s office based in the north of England, the acquisition represents a valuable opportunity for Titan to expand its geographical footprint across the UK.
10/11/2023
EdRAM snubbed overpriced Swiss asset manager acquisitions
‘I’m a great believer that the strength of an asset manager is heavily dependent on the strength of its management team,’ he explained.
10/11/2023
Upvest partners with BlackRock to make investing more accessible for millions of Europeans and closes a €30m fundraising round
BlackRock’s broad asset management expertise and leadership in ETFs combined with Upvest’s efficient investment API can power investment offerings for millions of investors.
10/11/2023
Man GLG pulls plug on water fund and team exits 18 months after launch
Managers Yohann Terry and Jann Breitenmoser have left the group following the closure of its first Article 9 fund.
10/10/2023
IQ-EQ shortlisted for ‘Best Company to Work For’ in the Belfast Chamber Business Awards 2023
Spanning 21 categories, the awards recognise everything from international businesses to city eateries.
10/10/2023
Odey Wealth Management to be shut down
UK and Guernsey-based
10/10/2023
Waystone Group marks major milestone with the completion of the Link Fund Solutions acquisition
All of the existing LFS UK investment managers and sponsors have transferred to the Waystone Group, demonstrating clients’ confidence in the combined business post-merger.
10/10/2023
Temenos Leads Evolution in Correspondent Banking as Banks Seek to Modernize Cross-Border Payments in the Cloud
Temenos solution supports the rapid addition of new payment rails and payment types, helping banks to stay ahead of market changes and grow profitable cross-border payment services
10/10/2023
Brown Shipley parent strikes Moonfare private markets deal
Private bank Quintet and platform Moonfare have formed a partnership to give the former’s clients, including those in its Brown Shipley subsidiary, deeper access to private funds.