11/22/2022
Earlier this year, Quilter significantly expanded WealthSelect with the number of portfolios on offer increasing from 16 to 56, alongside a range of advice tools, creating the most comprehensive managed portfolio solution suite in the UK.
11/22/2022
This was the culmination of Schroders Solutions’ 15-year relationship with the Scheme, where robust investment strategy advice and swift implementation has been combined with a collaborative working relationship with its other advisors to deliver th
11/21/2022
Julius Baer on track to meet key 2022 profitability targets, despite challenging market conditions – Sustained intra-year recovery in net new money – Gross margin improvement by capitalising on higher interest rates
11/18/2022
The company said it does not yet see a significant impact from the macroeconomic environment on its experienced credit performance, while it noted rising inflation and interest rates which affect its customers.
11/14/2022
The Herald last week, the financial services veteran said working under Canaccord has energised him personally, while allowing his team to continue doing what they do best.