03/14/2019
Lloyds venture faces challenges
It was also revealed in a newspaper article, although not confirmed, that Lloyds would be recruiting 700 financial advisers to be the advisers.
Wealth and Asset Management
03/14/2019
Wealth Management Firm To Move Into Cardiff Office
The offices have been refurbished to a very high standard and are prominently located opposite Cardiff Castle and it is easy to see why they proved attractive.
03/14/2019
Playing first violin in the Titanic's band by Richard Champion, Canaccord Genuity Wealth Management
What the statement itself did reveal, was a material improvement in public finances and a slightly less severe downgrade to economic growth than some had anticipated.
03/14/2019
Brooks Macdonald funds fall but profits rise after cost-cutting
At the beginning of 2019, Brooks formalised a “streamlining” plan that will see 50 jobs be cut.
03/14/2019
An interview with Eimear Toomey, Director of Client Relations at Sustainalytics
At Sanlam ESG considerations are at the forefront of every investment decision we make on behalf of our clients, and that wouldn’t be possible without the help of our ESG research provider Sustainalytics.
03/14/2019
China Renaissance and LGT Bank Establish Partnership
We at LGT are very excited to partner with China Renaissance
03/13/2019
Why Wealth Creation Is The Next Frontier In Wealth Management
The change from calling via the phone for transactions and waiting for significantly delayed information (and execution) to immediate delivery, feedback and service was quite dramatic.
03/13/2019
Quilter clients in 'wealth preservation mode' as Brexit looms
Has plan in place to mitigate Brexit impact
03/13/2019
deVere CEO: A Second Brexit Vote Is The Only Credible Solution To End Gridlock
This evening MPs will decide whether to accept the Brexit deal struck by Prime Minister Theresa May
03/13/2019
Nikko AM opens first office in Germany
The firm has been expanding its product offering in Germany over the past three years to meet growing client demand.
03/13/2019
Sanlam UK Secures PAM Award for ‘Investment Performance: High Growth Portfolios’ for Second Year Running
The PAM Awards are so much more than just an awards ceremony.
03/13/2019
Unigestion opens new Düsseldorf office
Florian Rehm, Head of Institutional Clients for Germany and Austria, will lead the office.
03/13/2019
‘Dirty money’ and Unexplained Wealth Orders
Gherson, the law firm which is handling the first two UWOs confirmed that the validity of the first UWO is currently under challenge in the courts.
03/12/2019
Andy Thompson: “We didn’t know if a fully-integrated Quilter model would work”
PCA sits under network model, Intrinsic and services the affluent and high net worth.
03/12/2019
Close Brothers profits slide
The Banking division has continued its good performance year to date, and our market facing businesses have remained solidly profitable in difficult market conditions.
03/12/2019
Quilter reports rise in profits despite volatile 2018
2019 will again be an important year for our business.
03/11/2019
Women bankers criticise UBS over maternity leave cuts to bonuses
Swiss bank does not restore full bonuses after female staff return from having children
03/11/2019
Task WM CEO: how to pick the perfect place to set up shop
Despite his focus on finding the right location, Caiano also believes in the importance of diversification.
03/08/2019
International multi-family office launches new Corporate Finance business
The scope of advice available to clients includes advising on business disposals and acquisitions, joint ventures and strategic alliances.
03/08/2019
Money podcaster Pete Matthew seals 7IM partnership
The 7IM Self Invest service is built using the 7IM AAP multi-asset range, which includes cautious, moderately cautious, balanced, moderately adventurous and adventurous funds.