12/02/2022
ABA Recognizes Winners of “Under 40 in Wealth Management Awards"
We congratulate these extraordinary industry leaders who are already making their mark in the continually evolving area of wealth management
12/02/2022
We congratulate these extraordinary industry leaders who are already making their mark in the continually evolving area of wealth management
12/02/2022
Absa remains involved in the investment management sector through its shareholding in the combined entity and through a 10-year distribution agreement with that entity.
12/02/2022
This initial amount will be used to help fund a school in Niger and community projects in Ethiopia.
12/02/2022
JPMorgan said in a note to clients that it expected fourth-quarter outflows of 80 billion Swiss francs ($85 billion) in wealth management and 107 billion francs in total compared to the 84 billion total for this year as of Nov. 11.
12/01/2022
The transferred assets primarily consist of loans to private and corporate customers, amounting to SEK 105 billion as at 31 October 2022.
12/01/2022
The broker has suggested Hargreaves Lansdown, Quilter and Brooks Macdonald could be among the long term winners from the FCA's advice shake-up.
12/01/2022
One market participant said the management team's statements following the meeting were too vague and not positive enough.
12/01/2022
AJ Bell profits tick up as it stores £520k to cover tax dispute
12/01/2022
AUM stands at more than £8.5bn across UK & Ireland
12/01/2022
The asset manager joins specialist insurer Beazley and engineering firm Weir in the quarterly reshuffle.
12/01/2022
Laura Langton wins silver at the Future Leaders Awards
12/01/2022
Their software focuses on analysing risk, building and optimising portfolios, and offering advisory platforms.
12/01/2022
According to the announcement, Fedor Plambeck , Director of Sales Switzerland, still sees enormous potential for long-term growth in Switzerland.
11/30/2022
Alongside its advisory unit, the two are considered capital-light businesses which are expected to see a boost in growth and productivity.
11/30/2022
But firm ‘not actively thinking about’ passporting opportunities across the EU
11/30/2022
As a result of this transaction, Davis & Seiley will gain access to the expertise and operational strengths of HoyleCohen.
11/30/2022
Rewarding excellence where wealth and asset managers work together for the benefit of end-investors
11/30/2022
Acquisition expands Wealthspire’s presence in the West
11/30/2022
The board proposed a final dividend of 22.9 pence a share, taking the total dividend to 27.6 pence a share, up from 20.6 pence for the previous year.
11/30/2022
Succession planning for the future