06/15/2020
The module, Financial Service, Regulations and Ethics (FSRE) is the first of three modules needed to obtain the Level 4 qualification from the London Institute of Banking and Finance, enabling graduates to become a UK financial adviser.
06/15/2020
Six DFMs have backed a new academy from RMSR that will rate wealth managers on the services they offer to advisers.
06/15/2020
Keeping it in the clan brings an inner strength… but it's just as important to know when to let go
06/15/2020
Group partner Matthew Shaxson lead the Jersey-based Ogier team, which included senior associate Kevin Grové and associate Michael Anderson.
06/15/2020
Chartered Financial Management (UK) Ltd advisex on £250m of clients’ assets and Zen Wealth has assets under advice of £30m.
06/15/2020
Amundi, BlackRock and LGIM are opening up buildings in Europe following the pandemic
06/14/2020
The Creative Arts sector has been badly impacted by the pandemic
06/14/2020
Other sectors have been much harder hit: average weekly pay for men working in accommodation and food services has fallen
06/12/2020
Emerging market bonds have seen their premiums recover more than half of the crisis-induced run-up, despite their economies being the hardest hit by the collapse in commodity prices and economic activity.
06/11/2020
It will offer investment services to private clients, fiduciaries and family offices
06/11/2020
Claudio de Sanctis, most recently Global Head of Wealth Management, will become Head of the International Private Bank and CEO EMEA.
06/11/2020
Lombard International Assurance serves HNW investors in helping structure their portfolios in an efficient manner
06/11/2020
This turn in market sentiment is further supported by some of the data that we are seeing from China
06/10/2020
The Tilney Private Sports team will augment the work of the firms’ existing expertise in advising sports professionals.
06/10/2020
The firm is staffed by six advisers.
06/10/2020
GAM reported a loss of 3.5 million francs last year, which stands in stark contrast to the loss of 916.8 million francs in the catastrophic year of 2018.
06/09/2020
Berenberg Wealth Management offers each individual customer a personalised service.
06/09/2020
The addition of the Global Real Estate fund to the Sanlam suite of funds marks a further step forward in Sanlam’s ambition to expand its fund offering to UK investors.
06/09/2020
2020 sees MilleniumAssociates celebrate 20 years of exceptional independent M&A and corporate finance advisory service
06/09/2020
Eighth 'hub'