07/21/2023
As the number of clients personally serviced by wealth managers and financial advisors continues to grow, advancements in technology are expected to play a major role in this trend.
07/20/2023
Trading income fell 90 percent to 17.8 million in the first half, and net fee income increased 7 percent to 123.9 million, resulting in an operating income of 147.1 million, half of what it was a year ago.
07/20/2023
Unique will continue to operate independently, but with further support from Benchmark’s technology and training and development, alongside additional group resources across marketing, finance, people management and compliance services.
07/20/2023
The rankings are based on client feedback and in-depth analysis of the best law firms and lawyers in the UK and London.
07/20/2023
The deal will be paid for by issuing 7.5m new ordinary shares in Oberon and is expected to boost Oberon’s profit before tax.
07/20/2023
The combination of Charles River IMS and ADP empowers their business with faster insights, increased operational efficiency, and greater collaboration across investment teams.
07/19/2023
A new Client Lifecycle Team has been established by SG Kleinwort Hambros (SGKH) and Was Chaudry has been named as the team's head.
07/19/2023
The WealthBriefing WealthForGood Awards distinguish the top players in the global wealth management industry.
07/19/2023
The completed digital artworks of the six visionary prize winners will be exhibited in a ‘meta-world’ gallery from now until 31 August 2023.
07/19/2023
The acquisition is an ideal strategic fit for Nordea and will strengthen Nordea’s market position in Norway among household customers.
07/19/2023
A swathe of client inflows allowed the UK division of Raymond James to increase its profits, despite volatile markets in 2022.
07/19/2023
AUA up 2%
07/19/2023
This heightened focus on client experience and more specifically the digital client experience stems from evolving client expectations and the threat of digital disruptors.
07/18/2023
Coutts said there was no need to fund monthly mortgage payments via this account and customers would need to undergo full onboarding checks.
07/18/2023
The group is exploring a potential sale of its wealth business, Close Brothers Asset Management, according to a recent report by Bloomberg.
07/18/2023
UBP Family Office Services provides objective guidance, as well as tailored services, innovative solutions and ongoing, reliable support.
07/18/2023
Arbuthnot’s net interest income doubled compared to last year.
07/18/2023
Arbuthnot Banking Group PLC is the holding company for Arbuthnot Latham & Co., Limited.
07/18/2023
The asset manager benefits from a ‘larger team’
07/18/2023
The tender offer is around 30% higher than Liontrust’s but covers only 17.5% of all GAM shares.