07/13/2022
Under the latest amendment to MiFID II, wealth managers will need to proactively assess their clients’ sustainability preferences in the same way that risk tolerance and investment knowledge are measured currently.
07/12/2022
Asset allocators had to make some tough decisions in the first half as inflation, exacerbated by the Ukraine war, turned the market on its head.
07/12/2022
For the purposes of approving these proposals, the Circular contains notices for two shareholder meetings each to be held as hybrid meetings on 15 August 2022 at 1 London Wall Place, London, EC2Y 5AU.
07/12/2022
The bank’s chief investment officer warns that the global economic outlook could deteriorate further before it improves.
07/12/2022
The insurance broker remains authorised and regulated by the FCA.
07/12/2022
In addition, operating in multiple jurisdictions means there are decisions to be made over whether to take a broad-brush approach and apply the strictest regulatory regime to all products, or adopt the compliance rules of each country and have a more tail
07/11/2022
It additionally indicated that the step would also potentially set him up to succeed current UBS chief executive Ralph Hamers, although no final decision has been made yet.
07/11/2022
The deal is the largest in a wave of consolidation that has swept through the UK’s wealth management industry.
07/11/2022
After surpassing the $3 trillion mark in assets under management, the Swiss lender under Hamers is counting on greater use of digital technology to boost cost savings and increase business with the world’s wealthy.
07/08/2022
Those in London have seen their wealth grow fastest.
07/08/2022
Catherine Glennon will join Evelyn Partner’s Cambridge office from Tees Financial, the Independent Financial Adviser arm of regional law firm Tees.
07/08/2022
Swiss fund house to focus efforts on high conviction and high alpha products, Citywire has learned.
07/07/2022
This year’s Award ceremony will be hosted by Kate Silverton
07/07/2022
Secular trends encompass thematic opportunities with the potential to have a material effect on the world and financial landscapes with long-term and lasting consequences.
07/07/2022
Profit before tax of £79m
07/07/2022
In May it completed the acquisition of Ferguson Financial Management, bringing in another £80mn of assets under advice.
07/07/2022
This is being driven by overall rental yields responding to the broader rises in gilt yields, as well as the very depressed levels of consumer confidence putting people off moving home.
07/07/2022
The wealth firm has cut fees on its active and passive Cornelian multi-asset range.
07/07/2022
Strategy is designed to capture the opportunities associated with the sustainability-driven transformation of Food Systems.
07/06/2022
Catherine reports to Simon and will work closely with him in managing relationships with key consultants in order to obtain ratings for BNPP AM’s flagship strategies.