07/04/2019
An existing user of Sunrise with an on-premise installation, Charles Stanley upgraded to Sunrise’s SaaS platform, hosted on IBM Cloud, in 2018.
07/04/2019
The venture investor, which is backed by some of Germany's most prominent family offices and industry giants including Dr. Oetker, Porsche and Lidl, will reportedly use the remaining funds to invest in European businesses
07/03/2019
The company said it had agreed "non-binding heads of terms" for a potential equity investment, with the investor set to become a shareholder in the business as part of the deal.
07/03/2019
Kleinwort Hambros: Maintaining a high-touch personal service
Paul Kearney, head of private banking at Kleinwort Hambros, says that there are two overriding prerequisites for success in the competitive private banking market: relevance and efficiency.
07/02/2019
David Hudson, Group CEO of SMP Group, added: ‘When we announced our management buyout, we spoke of quickly building momentum in the growth of the group. This deal represents the first step in delivering on that promise.
07/02/2019
Market-volatility will likely be lucrative for some, but for private investors looking for somewhere else to put their money besides the bank, private assets can be a key part of their portfolio's construction.
07/02/2019
The bank is focusing on more 'stable' revenue streams according to Reuters, with up to 20,000 jobs to be cut elsewhere.
07/01/2019
It promised to offer crowd investors the same terms as it did Goldman Sachs — which led a £45m investment in January — but did not disclose financial details in its pitch.
07/01/2019
Italy’s mainstream residential property market has been caught in multi-year downdraft, having shed about 40 per cent in value from 2007 to 2013
07/01/2019
Are you sitting comfortably? Here’s our annual pick of the best books to read over the coming months.
07/01/2019
The multi-asset arm of Old Mutual Global Investors has already become Quilter Investors - with the rest bought out to become Merian Global Investors - while the platform will rebrand to Quilter Wealth Solutions next year.
07/01/2019
Spokesperson: Dan Smith, Investment Manager, Canaccord Genuity Wealth Management
07/01/2019
Hosted in London later this year, the ceremony will attract more than 700 practitioners from the wealth management industry and Equiom will send a team of ten to represent the business.
07/01/2019
According to Quilter, the rebranding of Intrinsic replaces the Caerus network brand.
07/01/2019
The survey also found that businesses within the sector are now turning their focus to cutting costs and reducing fixed overheads.
07/01/2019
The division is primarily focused on the firm's sustainable real estate range
07/01/2019
Florence BrocklesbyFor the wealth management and private banking industries, the news on #MeToo is clear: it’s going to be increasingly front of mind and in the papers over coming months as cases rumble on, more historic issues emerge, and the FCA d
06/28/2019
EQ will add an exciting new dimension to socially responsible investing within model portfolios via the platform with their Positive Impact Portfolios.
06/28/2019
Netwealth CEO says her firm is here to modernise money management
06/28/2019
Wealth managers will need to use AI and big data to keep their share of the mass affluent market out of the hands of robo advisers.