05/07/2020
Since then, countries with strict confidentiality status have experienced changes and today firms appreciate that HNWIs have become more tech-savvy and are seeking access to information, instantly and accurately.
05/07/2020
deVere Group, which operates in 100 countries worldwide, says the number of enquiries from new clients was up 24% in April, compared to the previous month.
05/07/2020
On the bright side, the wildcard is vaccine development comparable in speed to what is occurring with therapeutics, although it is more likely to be medium-term.
05/07/2020
There was £35.9bn in the investment management business (December 31, 2019: £43bn), and £6.8bn in the unit trusts business (December 31, 2019: £7.4bn).
05/06/2020
Banks across the world are telling employees to expect further weeks and months away from their desks.
05/06/2020
The agreement will provide clients in Ashburton’s Jersey domiciled funds and nominee service with an enhanced administration service, delivered through the latest advances in fund administration technology.
05/06/2020
This deal is a fantastic opportunity for SANNE as it further strengthens its expertise in Dublin and adds a new strategic location like the Cayman Islands to their global office network.
05/06/2020
Adds £200m FUM
05/05/2020
This Friday we remember the victory of an older generation. They won peace and reshaped the world, becoming a timeless example for humanity, argues our chief investment officer Julian Chillingworth.
05/05/2020
The Fund also invests in leading companies in the areas of nutrition, fitness, health technology and home health infrastructure.
05/05/2020
The message is simple: if you invest short term, you significantly increase the risk of losing money.
05/05/2020
Equity trading revenue was wiped out and stood at -€87m compared to €488m in first quarter revenue a year ago.
05/05/2020
In a note initiating coverage on both firms, Berenberg said Brewin Dolphin's asset retention was "best-in-class"
05/05/2020
Brewin Dolphin has completed the migration of Investec’s Irish wealth platform, after the acquisition took place last year for €44m.
05/05/2020
The evolution of the global wealth industry over the past decade is evidenced by the emergence, relevance and impact of family offices worldwide.
05/05/2020
We are delighted to partner with such a competent and experienced team
05/04/2020
Our offering grew in several investment sectors, most notably emerging markets debt.
05/04/2020
Quintet appointed Jakob Stott as interim Group CEO, also in March, after previous CEO Jürg Zeltner died.
05/04/2020
It is the Swiss bank's tenth in Germany under the leadership of market head Heiko Schlag.
05/04/2020
Those earning £75,000 or higher and planning to take action are more inclined to take advice.