04/07/2022
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
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 is buying Bushey IFA NSL Wealth as its founder Syd Symonds retires.
04/07/2022
The fund was incorrectly made available on Quilter’s platform for more than a year.
04/07/2022
Vontobel estimates the share of Russian and Belarusian discretionary mandates
04/07/2022
Low-cost ETFs
04/06/2022
Head of active ownership Kimberley Lewis explains what drove the firm’s rationale to define specific engagement goals.
04/06/2022
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
The overall amount stolen from SMEs has gone up 13 per cent over the last year
04/06/2022
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
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
Last year’s inaugural awards received an overwhelmingly positive response from the industry with over 100 entries.
04/05/2022
We should go faster not at the expense of our controlled environment or our clients.
04/05/2022
The UK is also struggling to take advantage of the recovery from COVID.
04/05/2022
The new office will be headed by Executive Director, Jeannie Boyle
04/04/2022
Vontobel is making its market debut in Norway by offering bull & bear certificates publicly on the Nordic Growth Market (NGM).
04/04/2022
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.
04/04/2022
It provides a range of services including reporting and valuation services and portfolio management to investors interested in Dutch mortgages.
04/01/2022
The strategy and actions taken in the Benelux were also praised with a new award for Indosuez Europe, which had also named "Best Private Bank in Luxembourg 2022" by Global Finance earlier this year.
04/01/2022
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities