09/27/2022
In terms of assets, the index only covers bankable assets with the exclusion of others such as unlisted equities, direct real estate or collectibles.
09/27/2022
Rises of electricity and gas have pushed up PPI inflation; prices of intermediate and manufacturing goods prices were down over the month.
09/27/2022
Deal creates premier wealth manager in the UK, Channel Islands and Ireland
09/27/2022
The Board of Directors and the Executive Board are considering alternatives that go beyond the conclusions of last year’s strategic review.
09/27/2022
The group delivered a solid performance with strong income growth in Banking
09/27/2022
iCapital head of international Marco Bizzozero and PM Alpha chief executive Tom Douie make the case for wealth managers to invest in private equity.
09/26/2022
Expansion of responsibilities
09/26/2022
The news comes months after Citi said it would exit its Citibanamex consumer banking business in Mexico, ending a 20-year retail presence in the country.
09/26/2022
The deal, which is still subject to regulatory approval, will see Kingswood take a 70 per cent stake in the business for a total cash consideration of €25.8mn (£23.4mn).
09/26/2022
The fund will aim to be 80 per cent+ invested in UK equities but will also invest in a mix of asset classes which will include global equities, global fixed interest and index-linked securities.
09/23/2022
The results also reflect the full year impact of the Lloyds Channel Islands business, which was acquired in late 2020.
09/23/2022
Management expects strong earnings for the first half of its financial year, despite tumultuous market conditions and continued macro-economic uncertainty.
09/23/2022
The theme of this year’s Private Wealth Forum is ‘Families Investing in the Future’, and will explore the importance of the next generation, succession planning and incorporating new and innovative technologies.
09/22/2022
Evelyn Partners will continue to work with Arena Wealth on an ongoing basis, as the firm’s partner of choice for investment management.
09/22/2022
Providing industry-leading service to brokers and financial advisers is one of the most important aspects of how we run our business, and we recognised straight away that the same was true for 2plan.
09/22/2022
To this end, they are launching a new digital offering that maps the essential functions of independent management on a PC or smartphone, including a chat with the personal advisor and a tool for tendering management orders to asset managers and banks.
09/21/2022
Moorea Real Asset fund will invest in infrastructure and property assets.
09/21/2022
Gilson Gray Financial Management has acquired North Berwick-based Wallace Financial Planning in a seven-figure deal.
09/21/2022
The merged group has deep roots in Glasgow with Smith & Williamson having been founded in the city in 1881.
09/21/2022
Finnoconsult analyzed the digital competence of competitors in private banking, comparing 30 service providers from twelve countries.