04/08/2022
Justin Oliver promoted to Chief Investment Officer of Canaccord Genuity Funds.
An investments company with a major site in Blackpool has made a new senior appointment.
Wealth and Asset Management
04/08/2022
Mattioli Woods chief offloads £1.2mn of shares
Mattioli Woods chief exec makes his third share sell this year
04/08/2022
What this private banking chief really looks for in new hires
‘This job, at its heart, is about trust’. David Durlacher believes the pandemic has reshaped relationships but some skills persist.
04/07/2022
Merit Financial Advisors continues acquisition spree with double deals
This transition will allow our team to centralise select operations, deliver economies of scale and provide more time for my team to personally connect with clients and prospects.
04/07/2022
Coutts and NatWest launch accelerator for gaming and social media entrepreneurs
The programme will be delivered in partnership with the NatWest Accelerator which is rated by Beauhurst as the top UK Accelerator by size and growth and formally endorsed by the ScaleUp Institute.
04/07/2022
Saltus acquires Hertfordshire IFA as founder calls time
Saltus is buying Bushey IFA NSL Wealth as its founder Syd Symonds retires.
04/07/2022
Advisers forced to withdraw from Abrdn fund after error
The fund was incorrectly made available on Quilter’s platform for more than a year.
04/07/2022
Vontobel Attracts More New Money
Vontobel estimates the share of Russian and Belarusian discretionary mandates
04/07/2022
Charles Stanley unveils responsible model portfolios range
Low-cost ETFs
04/06/2022
How Schroders shaped its six engagement targets
Head of active ownership Kimberley Lewis explains what drove the firm’s rationale to define specific engagement goals.
04/06/2022
New UBS Chair Under Pressure to Deliver
UBS's new chairman won the post over candidates such as Roche's overseer Christoph Franz, Swiss ex-central banker Philipp Hildebrand, and ex-Unicredit boss Jean-Pierre Mustier.
04/06/2022
Businesses warned to be vigilant when paying bills or switching suppliers as invoice scams make up 55 per cent of money lost to scammers
The overall amount stolen from SMEs has gone up 13 per cent over the last year
04/06/2022
Consolidator Saltus buys NSL Wealth
The acquisition – which follows Symonds’ decision to retire – sees Jordan become a partner at Saltus, while Symonds will take a consultancy and advisory role to ensure a smooth transition.
04/05/2022
Family Governance Planning Unlocks Potential In Family Talent And Wealth
For family business owners, succession planning of family companies is much more complex, especially when multiple generations are involved in the family business.
04/05/2022
PIMFA’s Diversity & Inclusion Awards return for second year and open for new entries
Last year’s inaugural awards received an overwhelmingly positive response from the industry with over 100 entries.
04/05/2022
Coutts exec: We will not acquire firms at expense of service levels
We should go faster not at the expense of our controlled environment or our clients.
04/05/2022
An Inverted World?
The UK is also struggling to take advantage of the recovery from COVID.
04/05/2022
EQ Investors opens new South Coast office in Brighton
The new office will be headed by Executive Director, Jeannie Boyle
04/04/2022
Vontobel enters the Norwegian leveraged products market and expands its presence in Northern Europe
Vontobel is making its market debut in Norway by offering bull & bear certificates publicly on the Nordic Growth Market (NGM).
04/04/2022
Zurich PB records 123% AUM increase
Tier 1 capital ratio reached 35.4%, up from 24.1% in 2020. Liquidity coverage ratio reached 343.9%, from 294.2% at the end of 2020.