02/23/2021
Coutts CIO on building a £30bn wealth management business
Coutts is owned by NatWest Group, and has 12.5m clients across the whole of NatWest Group.
02/22/2021
The business has been growing over the last 10 months, with employee numbers now standing at 26.
02/22/2021
The rejig comes just a year after HSBC announced plans to slash around 35,000 jobs over the next three years
02/22/2021
The global economy has far more momentum than previously thought. In the past week, economists have been moving their GDP forecasts up by 1-2%.
02/22/2021
Softly, softly is the idea this time round.
02/22/2021
The new wealth management venture, based in Shanghai, will be 51% controlled by Schroder Investment Management Ltd, and 49% owned by BOCOM Wealth Management Co.
02/22/2021
Hopes were high at the start of 2021 as investors looked towards the economic recovery
02/19/2021
Business is worth around £50m
02/19/2021
FNZ has defended its position and why the deal should go ahead after the Competition Appeal Tribunal referred the matter back to the CMA so it could reconsider its decision.
02/19/2021
It will be ‘further expanding’ services to support its ‘premier and investment customers’
02/19/2021
An investment in new products and technologies that target individual investors and I don’t believe this cycle of investment is over.
02/19/2021
The total AuMA figure has risen by £1.7bn (6%) to a total of £32.1bn and includes around £0.8bn in Net New Money into our investment products.
02/19/2021
This rhetoric was echoed by Philip Martin, managing director at Unique Financial Planning.
02/18/2021
Quilter's Guide to the Budget - what is up for consideration by the Chancellor?
The government needs to decide how it pays for the increase in borrowing to fund its response to Covid-19
02/18/2021
Multrees plans to double client base in five years
Putting these growth plans into action will be four new sales team members who together bring with them extensive experience
02/18/2021
Our top tips on how philanthropy can save the planet – an interview with our Global Head of Philanthropy, Dr Maximillian Martin
Philanthropists have earned or inherited a fortune, and they want to use their money for the greater good.
02/18/2021
Retirement planning tips for Generation X
The sandwich generation faces a tsunami of financial pressures, which underline the importance of a long-term plan - and the value of advice
02/18/2021
The nomination committee also proposes that Pär Boman be re-elected as Chairman of the Board.
02/18/2021
GAM has continued to make strong progress on our strategy focused on efficiency, transparency and growth, even in the very challenging conditions of 2020. Highlights
02/18/2021
The bank also revealed that its profits were more than £1bn above the consensus forecast and will resume paying dividends this year.