05/28/2020
M&G buys adviser platform from Royal London
Acquisition of £14bn-in-assets business will help newly listed asset manager push further into retail market
05/28/2020
Acquisition of £14bn-in-assets business will help newly listed asset manager push further into retail market
05/28/2020
Humanitarian Terry Waite CBE and educator Sir Anthony Seldon talked about resilience in isolation and the importance of happiness at our latest client event.
05/28/2020
The bank has also experienced an upswing in new clients who are migrating accounts and loans to Hampden & Co from other banks.
05/28/2020
“Following record first quarter new business, we have naturally seen a reduction in new investments as the COVID-19 crisis developed,” said chief executive Andrew Croft
05/28/2020
Sean Healey, former chief executive of Affiliated Managers Group, has died following a battle with ALS.
05/28/2020
In this live discussion we speak with three leading industry experts about whether "robo" and wider trends of automation are fundamentally at odds with the human and relationship-based business model of wealth management.
05/28/2020
Ultimately, with Luxembourg being a highly developed centre of legal and financial services, private individuals wishing to structure their assets' holding and financing benefit from a one-stop-shop meeting all their expectations.
05/28/2020
Charles Stanley attributed its increased profits to a repricing exercise completed by the company a year ago, which saw the business increase its rates for investment management services in line with the rest of the market.
05/28/2020
Operationally, charities have behaved like most commercial businesses facing disruption to their normal activities.
05/28/2020
Partners at Brady Wealth Management have launched initiatives to help communities even in the midst of a lock down while respecting WHO social distancing guidelines.
05/27/2020
Cohen & Steers has seen its market share grow thanks to our strong investment performance.
05/27/2020
The second ad hoc announcement on new business activity will be for the month to 31 May 2020
05/27/2020
Coronavirus’ impact on travel is a big tax issue for businesses and individuals.
05/27/2020
The total PCL ratio on loans was 165 bps, up 139 bps from last quarter as we prudently increased reserves due to the impact of the COVID-19 pandemic.
05/27/2020
Covid-19 may accelerate larger wealth managers’ global ambitions.
05/27/2020
Patrick Isaacs, chief executive officer at M&A consultancy Capital and Trust, gives tips to sellers and buyers as the coronavirus crash is set to accelerate consolidation in the industry
05/25/2020
How companies switch the lights back on in their operations can create a new corporate culture of care and confidence that will have far-reaching effects long after the pandemic has ceased to be an existential threat.
05/25/2020
The telemedicine revolution has not come a moment too soon
05/24/2020
The cancellation of events from exclusive meetups to sports outings may reveal just how useful they were in bringing in new business
05/24/2020
The coronavirus pandemic has intruded even here, in the big-money world of super yachts and the private bankers who tend to their owners.