11/23/2020
Channel Islands Wealth management association established
Firms holding Jersey regulated Investment Business (A, B, C) licences and Guernsey regulated (Protection of Investors) Investment Licensees are being invited to be members.
11/23/2020
We are thrilled to have now achieved a majority interest in the re-named Kingswood U
11/23/2020
The trust, which hopes to reach a size of between £300m and £500m over the next five years
11/23/2020
Enhancing digital capabilities and offering more personalized services will be key wealth management trends for 2021, per Capge
11/23/2020
Deal comes amid growing competition to service the ranks of the world’s super-rich
11/23/2020
The firm said it had been working closely with the directors of Network Direct and will include support on income novation and re-authorisation.
11/22/2020
For regulatory reasons, Sarasin cannot continue operating its Dublin office on St Stephen’s Green as a branch of the UK manager after the Brexit transition period expires at the end of next month.
11/20/2020
To mark Female Entrepreneurship Day we look at the disparities in venture funding and get advice on how to level the playing field
11/20/2020
29% would like to move their assets to investments but don’t know what to do
11/20/2020
Which could undermine growth and prospects for sale
11/20/2020
As part of the ‘Inspiring Action’ programme, staff have the option to choose their own working patterns so they can better manage their work and home lives.
11/20/2020
This award recognises personal and company achievements together with contributions within the European funds community.
11/20/2020
The reversal of the March outflows remains a factor in prolonging inflows to the fixed income sectors but investors may feel better disposed towards globally diversified bond funds, and the relative safety of bonds, with more volatile equity markets in pr
11/20/2020
Bank preferred bidder for brokerage it sold after taxpayer bailout
11/20/2020
He also discusses how private bankers are having to become increasingly specialised.
11/19/2020
Mirabaud Launches M&A Advisory Service
The Mirabaud Advisors platform will assist entrepreneurs and family-owned companies in France and Switzerland
11/19/2020
Charles Stanley has seen its profits fall by 27.5% to £6.6m in the six months to September as assets under management drags on revenue.
11/19/2020
Close Brothers post strong results, despite virus
Our operational capabilities and financial resources have enabled us to continue to build on the positive momentum seen in the last months of the 2020 financial year.
11/19/2020
The bank’s share price fell 5% after it announced adjusted operating profit had fallen by 48.4% to £142.5m, although its wealth business stood firm.
11/19/2020
The Fund is part of NAM’s constantly expanding ESG STARS family, its flagship ESG fund range which represents a distinct concept and approach where the team fully integrates ESG factors into the investment process.