09/25/2023
The firm, which is based in the centre of Kingston upon Thames, Surrey, said it is set apart from other firms due to its “suite of proprietary solutions, deeply integrated into the Strategic Wealth Portal”.
09/22/2023
Partnership combines London & Capital's global and strategic investment mindset with Addepar's best-in-class technology foundation and data network to power their technology stack
09/22/2023
The Private Equity Wire European Emerging Manager Awards reward excellence among private equity emerging fund managers and service providers
09/22/2023
Oxford Risk finds assessments also not providing detailed enough information to act on
09/21/2023
Scores range from insufficient to very good.
09/21/2023
Mark Henley and Simon Tabb join Close Brothers Asset Management’s London City office as senior investment directors.
09/21/2023
‘Enlarged Rathbones group’
09/20/2023
Opus provides financial planning and wealth management services to more than 100 private client families with around £53m of assets under advice.
09/20/2023
As part of its Strategy 2025, Zuger Kantonalbank has set itself the goal of continuing to grow in business with wealthy customers
09/20/2023
The nomination for the next leader of the Zurich-based investment house is expected in October.
09/20/2023
Read detailed economic and market news from our in-house research team.
09/20/2023
Net flows remain positive into a third consecutive year despite known headwinds from UK institutional clients.
09/20/2023
For an upfront payment of £2.625m
09/20/2023
See who took home a trophy at last night’s ceremony in London
09/19/2023
Shifts into the passive investing and ESG fixed-income domains are underway
09/19/2023
This acquisition further strengthens our operations in the North West as we look to build upon our existing presence in the area.
09/19/2023
Chief executive Gabriel Brenna said the shorter new name is easier to use digitally.
09/19/2023
The partnership with Objectway has enabled FinFactor to make their order workflow management straight-through and seamless
09/19/2023
The new space has desks that can be used by people sitting or standing, as well as 30 meeting rooms, several collaboration stations, and two on-site cafes.
09/19/2023
B2B wealthtech platform for fund management Allfunds has announced that asset manager BlackRock has joined the Allfunds Private Partners programme (APP).