06/09/2021
Whitman AM buys Kestrel Partners’ AIM Inheritance Tax Portfolio Service business
Kestrel and Whitman are working in close partnership to enable clients to transfer their AIM IHT portfolio management agreements
06/09/2021
Raymond James’ Peter Moores: ‘Our clients want to be close to the person making the decisions’
The CEO of Raymond James UK says the human touch is his firm’s USP – even for his 80-year-old clients who prefer Zoom calls
06/09/2021
DeVere ramps up hiring spree with young workers 'more than ready' to get to the office
Green said: "We committed to a six-month investment and hiring campaign earlier this year in order to meet soaring client demand across Europe for specialist financial advice and fintech solutions.
06/09/2021
The company sold its holdings as it wasn’t expecting youngsters to spend time on trading as lockdown restrictions were being lifted.
06/08/2021
Each of these businesses are well-established with long standing client relationships, strong compliance cultures and I’m delighted that they have chosen to join Wren Sterling.
06/08/2021
The group will be focused on institutional and high-net-worth clients and will also have the ability to invest the firm's capital alongside investors.
06/08/2021
The multilateral era of wealth management regulation is dead
Pershing director Linda Gibson believes that, post-Brexit, divergence is here to stay – and wealth managers will need to do their homework to keep up with the changes.
06/08/2021
The addition of Investec to the Tenet panel means that appointed representatives of the network now have access to an entirely new option and this opens up new opportunities for advisers and their clients.
06/07/2021
Tony Moss and Robert Goldschmidt have set up a new investment business, with multi-asset duo Simon Evan-Cook and David Jane sitting on its investment committee.
06/07/2021
Successfully harnessing technology in a complex and heavily regulated industry is not easy, even when there is great enthusiasm for it.
06/07/2021
Schroders is further delivering on its growth strategy with the launch of Schroders Capital, a new brand for all our private assets businesses.
06/07/2021
After an austere run for many years, the mood music for global companies seems to have stepped up a beat. Businesses are splashing the cash and investing for a new future.
06/07/2021
The eco-friendly cards will be introduced over a three-year period to avoid generating additional waste by replacing plastic cards before the end of their natural life cycle.
06/04/2021
UBS Covets Dutch Asset Manager Up For Grabs
The asset management business of Switzerland's largest bank, now overseen by Suni Harford, has been the subject of merger rumors for some time.
06/03/2021
While JPMorgan has looked at a number of possible deals, the bar for an acquisition is high.
06/03/2021
As ambassador and partner of Julius Baer, he will stand for the Bank’s commitments and initiatives in the areas of sustainability, sustainable investing and future trends.
06/03/2021
It added there was “no certainty” any changes would result, with the board noting “strong recent short-term performance
06/03/2021
Expats need to think about finances ‘about 18 months before’ they come back
06/03/2021
There are also 13,757,512 conditional placing shares and 108,355 primary bid offer shares to be admitted to trading.
06/02/2021
Economic growth will soon slow but inflationary pressures could linger for some time. Which means investors should consider a more defensive stance.