09/26/2018
Wealth Management Awards winners announced
The organisations recognised by the World Finance Wealth Management Awards 2018 have not only been able to do so, they’ve also helped the industry overcome a number of emerging challenges.
09/25/2018
The firm has said it was looking to acquire businesses from different markets to complement its existing services with a specific focus on discretionary investments.
09/25/2018
The listed company has completed the deal with the joint special administrators of Beaufort Asset Clearing Services and the joint administrators of Beaufort Securities.
09/25/2018
The group presents its results on both a statutory and adjusted basis.
09/25/2018
Global fiduciary and administration firm acquires third party management company
A licensed and regulated fund management company providing comprehensive services in the alternative asset space.
09/24/2018
Ex-UBS and Lazard banker Ken Costa and Jonnie Goodwin join forces
09/24/2018
Wealth management giant strikes 14th deal
The maximum purchase price is £1.6m.
09/24/2018
Miton relies on its people and providing an attractive working environment is part of our commitment to them.
09/24/2018
Investing in non-traditional assets opens new avenues for wealth creation by allowing investments in Private Equity, Real Estate and Securitisation, among others.
09/21/2018
The venture will focus on creating a long term, diversified portfolio and will aim to take advantage of opportunities and market dislocations occurring as a result of the UK’s decision to leave the EU.
09/21/2018
This expansion will allow clients from other market segments to benefit from their award-winning capabilities for the first time.
09/20/2018
The appointments near-double the number of women at the top of the UK's asset management trade body to 40%.
09/20/2018
On an underlying basis pre-tax profits rose from £17 million to £18 million with earnings per share 12% higher at 117p, with revenue 14% higher at £101 million.
09/20/2018
The FCA asset management market study noted the potential for conflicts of interest to arise when advisers are recommending funds at related companies.
09/20/2018
Swiss private bank buys Luxembourg bank
The transaction is subject to the approval of the relevant regulatory bodies and is expected to complete during the first quarter of 2019.
09/20/2018
Chartered financial planner McKenzie Investments has four planners including one trainee and has offices in both Inverness and Elgin.
09/19/2018
Chief executive Alan Hudson said: "In January 2017 the company set out a number of financial aspirations, including having £5bn of funds under management by 2021, an increase of 150 per cent above the £2bn level at that time.
09/19/2018
These humble funds eventually embraced cash, derivatives and, more recently, alternative assets.
09/18/2018
Over the last five decades, Societe Generale has been synonymous with innovation, says Jean-François Mazaud, Head of the group’s private banking unit (SGPB).
09/18/2018
Major financial organisations are being forced to rethink their European strategies as a result of Brexit and the coming end to financial passporting arrangements.