10/19/2020
Considerable improvement in profitability driven by continued active client engagement and cost-reduction initiatives – Foundations in place for renewed growth at Kairos; goodwill impairment to impact Julius Baer’s 2020 IFRS financial results
10/19/2020
Income has to grow, and that means getting new business through the door.
10/19/2020
Weatherbys Private Bank has appointed London-based creative agency AML Group to redesign and rebuild its customer-facing website.
10/19/2020
It also reported revenues had risen by 1.6 per cent to £58.4m while operating profits were up by a third.
10/19/2020
The survey of 84 business owners and chief executives of member firms of PIMFA
10/19/2020
The rebrand ushers in a new era for the company and reflects its growth and acquisitions in recent years.
10/16/2020
With in-person advice being affected due to the Covid-19 pandemic, the need for digital interaction is soaring and there is still an advice gap within the UK.
10/16/2020
Business is now majority-owned by the company’s directors after founder sold his stake
10/16/2020
He said: "We have a number of smaller advisers who are in the process of leaving.
10/16/2020
Unusual stock is not often the subject of persuasive advice from some of the world’s plate-glass fund managers, however this year has been an unusual year.
10/15/2020
AUM rose to £50.4bn from £49.4bn with the asset management arm recording £700m net inflows.
10/15/2020
CEO says business remains resilient
10/15/2020
“Our vision for Brooks Macdonald is as the leading investment manager for intermediaries, and we look forward with confidence."
10/15/2020
Apex is a portfolio company of Genstar Capital.
10/15/2020
Oddo had already bought BHF bank in 2016.
10/15/2020
The panel stated: “Assessors were impressed by how Accuro is now totally management owned and tightly aligned with its clients’ interests.”
10/15/2020
Clients will gain access to fund manager’s global equities, fixed income and multi-asset specialists
10/15/2020
'Future looks bright'
10/15/2020
Julius Baer’s UK private client head Alan Hooks has sought to reassure colleagues that the Swiss bank plans to maintain UK headcount for the foreseeable future as it cuts costs.
10/15/2020
The best way of authentically embracing the responsibility that wealth brings is to ensure that purpose informs everything a family does.