12/02/2020
Since then, it has trained 640 advisors and relationship managers on remote interviews, carried out almost 11,000 Zoom appointments, and saved almost 900,000 sheets of paper.
12/02/2020
The Magic Circle Awards aim to celebrate the best of the best within the global private wealth industry.
12/02/2020
The additional providers have been added based on the most popular requests from financial advisers.
12/02/2020
Donors feel better and more in control for taking some positive action during the crisis, and companies have gained valuable recognition for stepping up to help.
12/02/2020
Attivo on deal spree despite redundancies
Mr Harper said: "We pretty much will be finishing all our financial planning reviews for our clients a month early.
12/01/2020
Revealed: All the winners at the 2020 PA Wealth Partnership Awards
Quilter Cheviot and Baillie Gifford scoop two awards each
12/01/2020
Here’s why buy-to-let property shouldn’t be your only retirement plan
There’s plenty to play for with buy-to-let investments – but for a portfolio to be successful, it needs to be diverse
12/01/2020
Billions sat in cash ISAs could be losing value but savers have no idea of interest rate
Just 57% said they knew what the account paid.
12/01/2020
Wealth manager buys advice firm for £7.8m
M&G and Polygon Partners commit to purchasing 6 million shares in £5.3m placing to fund the deal
12/01/2020
Brooks Macdonalds has completed its acquisition of Lloyds’ Jersey-based offshore business, adding around £900m,
12/01/2020
All said the equity oil sector may see some profit taking in the near term.
12/01/2020
Technology-facilitated personal gated communities have become a way of life for some, but not all.
12/01/2020
Roughly 500 years later, a new iteration of Luther’s Ninety-Five Theses sprang up.
11/30/2020
The group said it was looking to raise £5.3m from investors to fund the acquisition
11/30/2020
The road to replatforming has been long and costly for Quilter.
11/30/2020
Pictet has launched the Pictet-Human fund, part of its active management range of global thematics, in which manages $53 billion in twelve other strategies.
11/30/2020
Stock markets shot the lights out in November as news of promising vaccines hit the wires. The realities of distribution have lessened the glow a bit recently, leading investors to start reassessing their approach.
11/29/2020
Why is value-add so important in the future of fund administration
Outsourcing fund administration has never been more popular, and with the funds landscape becoming more complex, that’s generally for good reason.
11/27/2020
Quilter International launches new bonds for UK market
These new offshore bonds strengthen Quilter International’s high net-worth proposition and offers more choice to clients and advisers over which jurisdiction they want to situate their wealth.
11/27/2020
Round Hill Selects JTC As Fund Administrator
JTC has provided full support through the launch working closely with the Round Hill team and the teams of specialist advisors in the UK and Guernsey.