06/16/2023
MyBnk's research shows two out of five of young adults are not financially literate and 61 per cent of young adults cannot recall receiving financial education at school.
06/16/2023
The UK is set to lose more millionaires than Russia in 2023, new analysis shows
06/16/2023
This gives investors access to a focused, big cap fundamental equities long/short strategy with a focus on Europe.
06/15/2023
City firms joined in the fun, some in fancy dress such as jockeys, Top Gun characters, the cast of Scooby Doo, Where’s Wally, and bee keepers.
06/15/2023
Founder will retire from the business following the deal
06/15/2023
He claimed clients who settled here for tax reasons to start with say they are willing to leave.
06/14/2023
The HNWI migration figures focus only on HNWIs who have truly moved — namely, who stay in their new country more than six months a year.
06/14/2023
AstroBank has developed an extensive customer base, which is significant considering the Bank’s size and overall market share in Cyprus.
06/14/2023
The new Investment Committee will work with this team, offering depth of experience in their respective areas of specialism and additional objectivity to challenge tactical asset allocations where necessary.
06/14/2023
The investment house aims to enhance its risk-adjusted returns by remaining defensive.
06/14/2023
Wealth managers accessing iCapital Marketplace have expanded capabilities integrated into the platform to best serve clients interested in alternative investments.
06/13/2023
With Credit Suisse now absorbed into UBS, not only will its shares disappear, but around $200 billion of the bank's outstanding senior bonds will transfer to the buyer.
06/13/2023
During today’s event, Schroders plc will share the growth prospects for each of its three Wealth Management businesses:
06/13/2023
The move will reflect the rapid growth of the firm, which currently has more than £130m in gross revenues with 1,200 colleagues across 56 locations.
06/13/2023
Companies such as Goldman Sachs and Morgan Stanley cut ties with the firm in the wake of the allegations, and the Financial Conduct Authority is widening an existing investigation into the firm.
06/13/2023
The GAM Board continues to strongly recommend that shareholders accept the Liontrust offer.
06/13/2023
Profit Hike: significant increase in profit expected for the first half of 2023
06/13/2023
Organic net inflows were £1.794bn (2022: £1.277bn), an increase of 15.8% of opening AUM with an average run rate of £150m per month.
06/13/2023
Having initially joined the firm in 2021, she has developed a real focus on building and maintaining long-lasting relationships with clients.
06/13/2023
“Despite all the changes and exits of ETFs, the overall OCFs of the portfolios remain pretty much unchanged.”