12/05/2022
Having undergone a recent certification audit, Rosewood has been accredited with ISO 9001 evidencing their commitment to a quality management system along with ISO 14001 demonstrating commitment to reducing their impact on the environment.
12/05/2022
Bank Julius Baer has announced a multiyear extension of its collaboration with the ABB FIA Formula E World Championship until Season 12 in 2026.
12/05/2022
REVEALED: Quilter Investors had provided seed capital for a Neuberger Berman absolute return fund which will be included in its Cirilium Blend range.
12/05/2022
It came as revenue at the family office jumped 17% in the year ended in March 2022 to £52.7m, up from the £45.1m same period in the prior year.
12/02/2022
The deal will see the directors of Macleod & MacCallum WM take a minority stake in Tweed
12/01/2022
Next-gen clients being ignored as IFAs focus on older, wealthier investors
12/01/2022
The firm will use the new funding to grow in its existing markets and push into new ones, including the US.
12/01/2022
The transferred assets primarily consist of loans to private and corporate customers, amounting to SEK 105 billion as at 31 October 2022.
12/01/2022
The broker has suggested Hargreaves Lansdown, Quilter and Brooks Macdonald could be among the long term winners from the FCA's advice shake-up.
12/01/2022
One market participant said the management team's statements following the meeting were too vague and not positive enough.
12/01/2022
AUM stands at more than £8.5bn across UK & Ireland
12/01/2022
AJ Bell profits tick up as it stores £520k to cover tax dispute
12/01/2022
The asset manager joins specialist insurer Beazley and engineering firm Weir in the quarterly reshuffle.
12/01/2022
Laura Langton wins silver at the Future Leaders Awards
12/01/2022
A fast-expanding Edinburgh firm of financial advisers has acquired the wealth management arm of Inverness-headquartered legal firm Macleod & MacCallum.
12/01/2022
According to the announcement, Fedor Plambeck , Director of Sales Switzerland, still sees enormous potential for long-term growth in Switzerland.
11/30/2022
But firm ‘not actively thinking about’ passporting opportunities across the EU
11/30/2022
The board proposed a final dividend of 22.9 pence a share, taking the total dividend to 27.6 pence a share, up from 20.6 pence for the previous year.
11/30/2022
Rewarding excellence where wealth and asset managers work together for the benefit of end-investors
11/30/2022
Succession planning for the future