12/23/2021
In this second of a three-part blog series on the recent Hubbis Digital Dialogue webinar ‘The Vital Importance of Empowering the Relationship Manager’, we examine the changing skill-sets relationship managers need in a digital-first market
12/20/2021
To address this the commission made several recommendations, including better advice, support and infrastructure for philanthropy.
12/20/2021
Kit Finney, principal at JCF Financial, said: “As our business grew, we decided to look for a partner with the scale to help service the complex requirements of our expanding client base.
12/17/2021
GPR’s operations will be continued, by the current employees of GPR, within Solactive, a German benchmark provider offering indices for a broad range of sectors and asset classes internationally.
12/16/2021
Drahi has held preliminary discussions with potential advisers about a U.S. listing of Sotheby’s as soon as next year, the people said, asking not to be identified because the information is private.
12/16/2021
This consultation proposes reforms to these exemptions, responding to economic, social and technological changes
12/16/2021
The research, conducted by the Investment Association and Goji, a provider of regulated platform technology
12/15/2021
This culminated in the formal appointment of a head of philanthropy in 2018, an appointment bestowed upon Rennie Hoare, one of the bank’s youngest partners.
12/15/2021
For advisers who are seeking to outsource their investment services, they need a partner that has a proven history of delivering exactly what the regulator is looking for – a proven robust, repeatable and reliable solution.