02/01/2024
Projects funded by the blended finance debt fund will help to increase access to reliable and affordable energy and ensure viable alternatives to fossil fuel-based activities.
02/01/2024
Carne is a leading provider of third-party fund management services and clients will be able to benefit from a continuous best in class, high quality service.
02/01/2024
The campaign will include a television advert, due to air from this spring, which will also “demonstrate the importance of the value of advice”.
02/01/2024
This is a key strategic development for the business, enabling SPW to bring the control and oversight of client money and investments, in-house.
02/01/2024
Douglas Barnett and Charles Jones join with private banking heavyweight William Davies to launch a wealth firm which will return to clients anything above its profit margin benchmark.
02/01/2024
Net profit of € 4.9 billion, down 14%, reflecting higher income tax expense
01/31/2024
The trio of financial planners all previously worked for The Munro Partnership, an IFA business based in Ayr, which became part of abrdn Financial Planning.
01/31/2024
The LynQs dashboard provides a broad overview of product information, including pricing, distance from the barrier and coupon payments.
01/31/2024
Closing in-house team as part of an ‘orderly transition’
01/31/2024
With offices in Manchester and London, the firm offers tailored financial planning and asset management services to high-net-worth clients.
01/31/2024
In the fourth quarter, attributable profit increased 42% (+28% in current euros) versus the fourth quarter of 2022 to €2,933 million.
01/31/2024
This marks the fourth new partnership in a month.
01/31/2024
For the 12-months ended 31 December 2023, the business achieved record gross inflows of £7.8 billion (2022: £5.4 billion).
01/31/2024
Bosses from Mirabaud, Rothschild & Co and Oddo BHF Switzerland tackle the challenges which their industry is facing going forward.
01/31/2024
The firm’s team of 14 will continue to be based at its Grove Farm headquarters.
01/30/2024
Sophia Whitbread's Brook Global Emerging Markets fund closed last year
01/30/2024
UBS took over its rival in a state-orchestrated rescue last year, creating a bank with a balance sheet of more than $1.6 trillion, nearly twice the size of the Swiss economy.
01/30/2024
The fund aims to “offer European wealth investors access to private equity opportunities focused on the transition to clean energy and sustainable industry,” said the communiqué.
01/30/2024
Outsourcing to external manager
01/30/2024
In the last five years, 84 per cent of high net worth applicants had to accept a lower LTV or put down a larger deposit to secure their preferred mortgage.