07/14/2021
Liontrust AUM up 8.5% as net flows reach £1bn
The update comes weeks after the firm pulled the initial public offering (IPO) of its sustainable investment trust after a lack of interest.
07/14/2021
Quilter Financial Advisers announces new corporate partnership
The partnership will enable Quilter Financial Advisers to deliver financial wellbeing and advice services to all of Circles’ clients and their employees as part of their wellbeing services.
07/14/2021
SJP will also look to improve its Alternative Assets fund and Japan fund that were placed on watch this year.
07/13/2021
The outlooks assigned by both agencies are stable, reflecting the expectation that Apex will be able to sustainably increase its revenue and profitability over the next 12-18 months through continued organic growth and the successful integration of recent
07/13/2021
Lower US 10 year yields due to technicals – inflation still alive
07/13/2021
Administrators have agreed terms for the transfer of 280 clients to full-service broker Britannia.
07/13/2021
Follows HMRC ruling change
07/13/2021
The eprivateclient Top 35 under 35 list aims to identify, recognise and promote the rising talent of the private wealth industry across The Channel Islands.
07/13/2021
“We will continue to monitor all our funds and are committed to enhancing them if we believe it will improve long-term investment outcomes for our clients," SJP added.
07/12/2021
The company said its three divisions posted revenue increases, with financial planning and the newly-created central financial services divisions growing at double digits.
07/12/2021
Number of senior ESG roles in financial services jumps 50% in a year
07/12/2021
‘We expect earnings per share (EPS) growth to be ca. 40% in the US and 50% in Europe this year.'
07/12/2021
Micheli says inflows were coming not just from retail and wholesale clients but also from institutions that have increasingly been looking for greener investments.
07/12/2021
The office opening coincides with the relocation of the Taunton office to Exeter, where the new location will continue to be led by John Sadgrove.
07/12/2021
Wealth Managers, indeed, have to consider ESG investing as a commercial opportunity. But to capitalise on it, significant commitment from the top management is required to embed the ESG strategy within the company and support it with the appropriate techn
07/12/2021
The business is already a significant investor in forestry asset management in Ireland.
07/12/2021
Virgin Galactic pushes the frontiers of tourism yet higher with a successful passenger shuttle flight into the mesosphere. Miles below, COVID-19 continues to spread.
07/12/2021
The Drawdown Awards celebrate excellence and innovation within private capital fund operations.
07/09/2021
The consultation, which will formally launch in September, will ask members to share their views on their current relationship with the CII
07/09/2021
LGT Private Banking launched the Lightrock Evergreen Fund, its first impact fund for private clients, at the end of May.