11/17/2020
High Net Worth (HNW) families have much to consider, balancing their shorter term lifestyle needs, against the needs of their family construct and, over the longer term, the legacy they wish to leave behind.
11/17/2020
Our strategy is clear and our focus remains on execution
11/17/2020
Fairstone gains £150m in latest adviser deal
"The team are a strong cultural fit for Fairstone, with high quality individuals who really care and put clients at the heart of what they do."
11/17/2020
As acquisitions by consolidators leave rivals in the dust
11/16/2020
The status of Downing Street’s head of communications was threatened because Johnson wanted to appoint Allegra Stratton as his press secretary.
11/16/2020
Headquartered in Jersey, JTC listed on the Main Market of the LSE in March 2018
11/16/2020
The acquisition supports FNZ’s long-term strategy of expanding the accessibility of wealth management services in the South African market.
11/13/2020
UBS financial advisors may send clients a digital survey seeking feedback.
11/13/2020
27% of this year's Goldman partner class are women. 7% are black. 5% are Hispanic/Latinx and 17% are Asian.
11/13/2020
The widely anticipated ‘great wealth transfer’ is set to be particularly interesting, as there are three clear differences between the inheriting generation and the incumbents.
11/13/2020
This project involved a series of large and complex data migration and service transition events as SJP and SS&C brought substantially all activity onto SS&C’s wealth solution, Bluedoor.
11/13/2020
Only half of investment houses will still exist by 2030 as size becomes crucial to success, research predicts
11/12/2020
Winners will be announced at the Funds Europe virtual awards ceremony later this month.
11/12/2020
Achieving these two standards is considered a high benchmark for the industry, with only 24 out of more than 5,500 financial advisory firms in the UK achieving both.
11/12/2020
The ‘CanLife Brewin Dolphin funds are a range of seven active and seven passively focused multi-asset insured options that are risk-adjusted for different risk profiles.
11/12/2020
Why are wealth managers looking to the Channel Islands in these tumultuous times?
The country has established a reputation as a leading investment and wealth management hub, backed by a transparent judicial system and stable political system.
11/12/2020
The fund has been launched after Schroders' 2020 Institutional Investor Study, published last month
11/12/2020
Together, our mission is to enable clients to achieve their financial and sustainability goals by providing superior investment returns and solutions.
11/12/2020
Both funds are managed by veteran European equities investor Matthias Born, who has grown assets under management (AUM) in these strategies to over EUR538 million (GBP461 million) and EUR111 million (GBP103 million) respectively.
11/11/2020
Changes to EFG’s Executive Committee
As part of the long-term succession planning, John S. Latsis will take over the role as principal representative of the majority shareholder.