01/11/2018

Equisoft enhances wealth management services

Thecompany provides banks, brokerage firms, mutual fund manufacturers and insurerswith cost-effective configurable solutions based on an extensive portfolio ofretirement planning tools.

01/11/2018

Investing through disruption by Coutts

“We see changes in global trade, technological innovation and government policies as three key areas that, when combined, have the potential to fuel significant change ”

01/10/2018

Julius Baer Seals Italian Deal

Kairos represents Julius Baer’s exclusive gateway to the attractive Italian domestic wealth management market.

01/10/2018

Liontrust AUM up 9.5% in quarter

'We have expanded further our investment teams with the recruitment of David Roberts, Phil Milburn and Donald Phillips.