11/03/2023
The bank has slashed its outlook for the amount of cash under management across the broad money management and retail investment sector by an average of 15 per cent from the full year figure last year.
11/03/2023
Evelyn Partners, the leading wealth management and professional services group, is pleased to announce that it has acquired Creaseys Group Limited (‘Creaseys’), a firm of accountants and tax specialists who are based in Tunbridge Wells, Kent.
11/02/2023
The awards are back in Switzerland but who will come away with the big prizes?
11/02/2023
The current economic climate presents challenges and opportunities for entrepreneurs, underlining the importance of a holistic and intelligent financial partnership, writes Franklin Asante, Head of Entrepreneurs at Coutts.
11/02/2023
Switzerland, the world's leading location for financial innovation, is taking a significant step forward with the collaboration of financial players to develop the digital financial markets of the future.
11/02/2023
The deal boosts Fairstone’s existing presence in Wales to five offices and adds a fourth office to the firm’s growing footprint in the South West.
11/02/2023
Wealth firm acquires Brunswick Investment Management, bringing its total funds under management to £1.1bn.
11/02/2023
One of the funds - Schroder ISF Circular Economy- will focus on global investments in companies contributing to the transition to a circular economy.
11/02/2023
The UK, Middle East and Africa CEO is relishing his main task of furthering FNZ’s mission of ‘opening up wealth’
11/01/2023
Founder and managing director Ian Morrison will join Calton as an employed adviser from today (1 November).
11/01/2023
The UK’s biggest wealth manager St James’s Place has seen its value fall by more than 42 per cent this year, while rival Quilter has fallen by more than 15 per cent.
11/01/2023
For years, the market has been firmly under the aegis of a number of established providers.
11/01/2023
The global economy has continued on a trajectory that implies a ‘soft landing’ or ‘muddle through’ environment.
11/01/2023
This partnership will enable us to leverage their extensive resources and technology, allowing us to enhance our service offerings.
11/01/2023
Six Degrees has been founded by Katherine Waller and Ollie Saiman, who have more 40 years of combined experience, including more than a decade at RBC.
11/01/2023
Taken 51% stake in Geneva-based Asteria Investment Managers
11/01/2023
The asset management firm is to spend up to £6m on the acquisition of the investment boutique.
10/31/2023
This marks a significant milestone for the Saltus Partnership Programme as it continues to build on its existing partners and expand the number of businesses it supports.
10/31/2023
As a result of rising geopolitical risks, institutional investors are staying on the sidelines rather than making new investments.
10/31/2023
As at end-September 2023, the SNB recorded a profit of CHF 1.7 billion before the allocation to the provisions for currency reserves.