10/01/2020
Schroders Personal Wealth teams up with software firm
The partnership announcement follows a joint webinar held by Artesian and Schroders during which it was uncovered that whilst COVID-19 understandably remains top of mind for many business leaders, it’s not the biggest trend impacting wealth manageme
10/01/2020
The deal, which sees PWM retain its independence, was shelved in March following the impact of the Coronavirus.
10/01/2020
The firm has 362 staff (March 2016: 234) and offices in London, Bristol and Jersey.
10/01/2020
Alain Ducasse and Mirabaud Asset Management have signed a strategic agreement, making Mirabaud Patrimoine Vivant a reference shareholder of the Ducasse Group alongside Alain Ducasse, who remains the company’s controlling shareholder.
10/01/2020
The costs at the front are a significant issue, having increased the most over the past three to four years with almost 3 percent.
09/30/2020
Enterprise Bot uses a pre-integrated system to establish an AI customer service agent for Avaloq’s banking and wealth management clients.
09/30/2020
This accreditation looks to award organisations who demonstrate and highlight their commitment to advancing diversity within their workplace.
09/30/2020
Lowes Financial Academy will offer CII Level 3 and 4 qualifications
09/30/2020
Launch comes off the back of its acquisition of Ascentric
09/30/2020
The six-part series opens with a conversation with Sir Richard Stilgoe – the legendary songwriter, musician, and philanthropist.
09/30/2020
The company said it expects full-year earnings before interest, taxes, depreciation, and amortization (EBITDA) to be 'slightly below its previous expectations.'
09/30/2020
Mirabaud is investing in the Monégasque chef's firm through its private equity vehicle, the wealth manager said in a statement on Wednesday.
09/30/2020
While some investments under performed, other bets paid off.
09/30/2020
EFG International Sells Swiss Retail Arm
The transaction will allow our retail clients to benefit from the dedicated services of BancaStato.
09/29/2020
Annual Financial Report - Close Brothers Group
The Annual Report will be sent to shareholders on or around 15 October 2020, together with the Notice of Annual General Meeting.
09/29/2020
Tiny Jupiter UK Growth to wind up after admitting it’s too big a challenge for Buxton
Today they jumped 3.6%, or 6.25p, to 180.8p - narrowing their 12% discount to net asset value - after the board stated it was minded to liquidate what was left of the company and return shareholders their cash.
09/29/2020
Family Office Sector Consolidates as Schroders Acquires Sandaire
Schroders obtained Sandaire, for an undisclosed sum, as part of the group’s efforts to grow its stake in the UK’s ultra-high net worth community.
09/29/2020
Ogier provided initial structuring advice and assisted with the implementation of the transaction, including the drafting and review of the principal transaction agreements.
09/29/2020
There’s so much going on that it can seem like nothing in isolation makes any difference.
09/29/2020
Investors can write some insurance instead, since insuring the downside in stock markets is still invitingly priced by options markets.