05/13/2021
In addition to a client book of repatriated investors, Skybound said it also provided advice on UK focused products such as ISA's, income protection and pension planning.
05/12/2021
The CISI is the not for profit, global membership body for those working in capital markets, wealth management and financial planning, with 45,000 members in over 100 countries.
05/12/2021
While overall attrition at Pictet Wealth Management stands at an all-time low of 2.8%, the evacuation of longtime talent has reverberated through the corridors of the five-story modernist headquarters.
05/12/2021
This union will enable both Investec and All Together to share insights and expertise
05/12/2021
Asset manager unveils new strategy with US-based alternative investment specialist.
05/12/2021
Deal would have been largest in U.K. finance industry in years
05/11/2021
The merger has created a business with an unrivalled range of expertise spanning both wealth management and professional services.
05/11/2021
It will provide pensions and investment services to UK expats retired in the EU
05/11/2021
Full and intensive training is provided, comprising classroom-based learning, mentoring and practical ‘on-the-job’ training.
05/11/2021
It will provide advice on a range of issues including succession planning and cross-border estates
05/11/2021
Revenues up 3% to €134.3 million (Q1 2020: €130.8 million) driven by an increase in management fees in connection with the strong growth in AuM
05/10/2021
Do we continue to invest in front and back office technology solutions? Can we keep pace with the burden of administrative and regulatory change?
05/10/2021
The Duke of York has ended his controversial business association with a former Coutts banker who was accused of sexual harassment.
05/10/2021
The Sale Companies are principally STM Fiduciaire Limited, along with a number of non-revenue generating support companies, including nominee companies.
05/07/2021
The referral deal extends to potential assets under management totalling approximately EUR 1 billion.
05/07/2021
The Charles Russell Speechlys team was led by Partners Andrew Clarke
05/07/2021
This compares to $3.6 trillion for the entire hedge fund industry.
05/06/2021
Schroders Fiduciary Management team took advantage of these factors to de-risk and ‘lock in’ the Scheme’s improved position.
05/06/2021
"Total funds under management and administration rose 2.0% in the first quarter to £55.8 billion reflecting continued good organic growth," said Paul Stockton, the Rathbones CEO
05/06/2021
The transaction follows the successful transition of UBS Fondcenter to Deutsche Börse in September 2020.