09/25/2023
At its half year results in March, the firm set aside £100m to cover bad loans from Novitas, dragging its adjusted operating profits down 90 per cent to £12.6m.
09/25/2023
The firm, which is based in the centre of Kingston upon Thames, Surrey, said it is set apart from other firms due to its “suite of proprietary solutions, deeply integrated into the Strategic Wealth Portal”.
09/22/2023
The addition of Goh, Harding and Valcarcel to the Private Bank's Seattle market underscores the extensive growth the business has achieved over the past five years, having doubled its business in terms of assets managed.