10/26/2020
Icapital Network targets expansion in Europe and Asia
iCapital currently has US$8bnfrom non-U.S. investors, making it one of the largest alternative investment platforms outside the U.S.
10/26/2020
The deal with the $7.8trn (£6trn) asset management behemoth is part of an ongoing strategy to reduce fees for clients.
10/25/2020
In selecting IQ-EQ as winner, the judges commented that they were not only impressed by the scale and breadth of our global service offering, but by our innovations in technology.
10/23/2020
“We have the capacity to source deals in the U.S. that we can bring to Europe,” Gerard, 56, said in an October interview. “We play this card.”
10/23/2020
The results show the platform experienced £553m of negative market movements over the nine months as the coronavirus crisis saw global markets tumble.
10/23/2020
In the first nine months Group income increased 3% to £16.8bn with pre-provision profits4 increasing 9% to £6.9bn.
10/23/2020
Investing globally proved to be the right approach in September
10/22/2020
Quilter Investment Platform transformation project on track with around 80% of platform assets to be migrated by year-end.
10/22/2020
D2C growth particularly strong
10/22/2020
Comprehensive view of wealth and nested entity control center deliver winning combination
10/22/2020
‘Either write it or refer it. Do not ignore it’
10/21/2020
Firm fully adapted to a flexible and agile way of working for the long term
10/21/2020
We are living in challenging times with COVID-19 impacting our social life as well as the financial world.
10/21/2020
In my experience, a family office manages its asset base based on knowledge and experience, and taking a risk-based approach to concentration risk.
10/21/2020
The buyer made his fortune through medical products.
10/21/2020
The group has not yet seen a drop off in defined benefit to defined contribution transfers, which came in at £0.2bn, the same as the previous quarter.
10/21/2020
Hampden & Co, the Edinburgh-based private bank, is to give its coffers a £3 million boost after reporting strong third-quarter results despite the impact of coronavirus.
10/20/2020
Taylor Wessing’s Ronald Graham explains how the private wealth practice area is driving the COVID-19 recovery
10/20/2020
The move will see Premier Miton become a ‘Global Partner’, a carefully selected group of leading asset managers appointed by Quilter Investors to offer a diverse range of high-quality sub-advised funds
10/20/2020
UBS has all the options open to write another successful chapter of its history under Ralph’s leadership.