05/03/2018
Specifically, in awarding Expersoft the Best Front Office Solution, the judges referenced Expersoft's "holistic software offering which covers all named functions and open view of the financial services world."
05/03/2018
The acquisition, which was initially announced in November 2017, further strengthens the bank's presence in Italy.
05/03/2018
The new TVA service has been refined to ensure advisers can receive an accurate report as swiftly as possible.
05/02/2018
Standard Chartered posted the highest revenue under the leadership of Mr Winters, who became chief executive in June 2005, while limiting cost increases.
05/02/2018
Knight says that the process was facilitated by the fact that Macdonald, who led the business for 25 years since its founding in 1991, informed him of his decision to retire long before.
05/01/2018
The amount of outsourced business that IFAs have passed onto discretionary managers has spiked noticeably in recent years
05/01/2018
The last year has been positive for the business, recently, the company reported first quarter net inflows of £2.6 billion versus £1.9 billion in the same period of 2017.
05/01/2018
Follows split from single-strategy business
05/01/2018
Over the years, while Denley always had a plan to rebrand the business, this finally came to fruition last year when the firm announced that it would be renamed Oakham Wealth Management.
05/01/2018
Quilter plc’s Multi-Asset business (Quilter Investors) today announces WealthSelect has surpassed £5 billion1 in client assets under management.
04/30/2018
The jury studies the nominees with independence and integrity, ensuring that the awards reflect excellence in the private banking industry.
04/30/2018
Winners were announced at a gala awards dinner, which was held in London on 26 April at The Guildhall.
04/30/2018
First quarter net client cash flow was £1.6bn, 14 per cent up on the comparable period in 2017.
04/30/2018
WealthBriefing European Awards 2018
04/30/2018
The judges were carefully selected for their wealth of experience and expertise, as well as their absence of conflicts of interest.
04/30/2018
The private bank has also recorded a net new money inflow of CHF 4 million and growth of CHF 165 million in 2017, which it attributes to favourable market conditions.
04/27/2018
The event, held at Gaba premises in Iklin, featured keynote speeches by Stéphane Mesnard
04/27/2018
This will both undercut the demand and boost the supply, majorly tipping the scales towards a downturn in prices.
04/27/2018
EFG intends to repurchase shares from the market to fund its employee incentive plans.
04/27/2018
Assets under management increased £2.5bn (14%) through a combination of business transfers (CIFL AuM portfolio in / CCD and Jersey booked balance out), and organic growth.