01/10/2020
The impairment reflects the application of IFRS standards and does not affect Van Lanschot Kempen’s liquidity position or CET 1 ratio, as the determination of CET 1 capital already deducts goodwill.
01/10/2020
Prescient was founded by managing director Chris Woodhams, who will retire following the deal.
01/10/2020
Deon Gouws - CIO, Credo Wealth - 10 January 2020
01/10/2020
Wealth managers registered their strongest annual return of the decade in 2019 as the bull market proved it still had legs.
01/10/2020
“With UK political uncertainty beginning to lift, we believe that investor confidence will improve in 2020."
01/09/2020
Brewin Dolphin has closed its Reigate office and the employees from Reigate will re-locate to Gatwick and will continue to look after existing clients and offer financial planning and investment management advice to new clients in Surrey, East and West Su
01/09/2020
The Investment Management business was up 11.7% from £38.5 billion at December, 31 2018, while the Unit Trusts business stands at £7.4 billion, up 32.1% from £5.6 billion at December 31, 2018.
01/09/2020
Similar to tracking the delivery of parcels, Standard Chartered’s clients and their counterparties can now obtain the status of any payments the Bank has processed in real-time
01/09/2020
New offering will be "bespoke to the UK" based on the needs and preferences of UK clients.
01/09/2020
Ions said the funds managed by the sustainable investment team continue to experience strong flows, with its AUM increasing to more than £5bn.
01/09/2020
Two St James’s Place advisers have launched a new representative office of the firm in Aberdeen.
01/08/2020
The launch of the Luxemburg-domiciled UCITS vehicle is the culmination of over two years of in-depth research following over a decade of actual investing in alternative risk premia.
01/08/2020
Firm says it will continue to pursue more deals in 2020 and is already being approached
01/08/2020
In uncertain times such as these, the ability to move quickly is critical, particularly for HNW clients.
01/08/2020
The lead manager will be Edward Robertson, a seasoned emerging markets investor and one of the co-founders of Somerset Capital Management.
01/08/2020
PIB will introduce clients who have financial planning requirements to Sanlam’s wealth managers.
01/07/2020
Peel Hunt expects the market to wake up to the potential of Brooks Macdonald, identifying the AIM listed wealth firm among its top growth stocks for 2020.
01/07/2020
The asset manager said it wants to offer clients a straightforward fee structure
01/07/2020
ZEDRA delivers tailored high quality diversified active-wealth solutions to its clients, which include high net worth individuals and their families, as well as medium to large sized companies, asset managers and their investors.
01/07/2020
It did not specify the extent of job cuts to accompany the revamp.