03/08/2021
Tim Oddy, Senior Relationship Manager at Maitland, recently chatted to Sarah Soar, CEO of Hawksmoor Investment Management, a growing investment and fund management business.
03/08/2021
As investors seek new pockets of opportunities in new asset classes, they are also reassessing their responsibilities, forging new investing approaches and accelerating innovation centred on building more resilient, inclusive and sustainable economies
03/05/2021
Intelligent algorithms are already being used by some Swiss banks to suggest products, investment ideas, or services to customers.
03/05/2021
The shifts, which will occur over several months, follow a reorganization of Wells Fargo Advisors less than two years ago that eliminated eight regions and senior field positions.