12/16/2020
Using technology to improve the management of investment portfolios- the view from Etops
This creates an ideal environment for flexible multi-bank setups in all reporting and data visualization areas as well as for wealth management platforms.
12/16/2020
Ruth Handcock talks customer service at Octopus Investments
To celebrate, Octopus Investments CEO Ruth Handcock, discusses what these awards mean to her and the company.
12/16/2020
With the end of the transition phase looming, new figures continue to point towards Jersey playing an increasing role in enabling alternative fund managers to access EU investor capital post-Brexit.
12/16/2020
The platform enables clients to seamlessly assemble and access investment data spanning internal and third-party services across their investment processes.
12/16/2020
Banks supporting corporate clients have different specialisations, quality of service and approaches to client servicing.
12/16/2020
Potential for recovery following Covid-19 and trends which have accelerated as a result of it give many reasons for optimism heading into 2021
12/16/2020
BIMM provides university-grade education courses in modern music, performing arts, and film making across campuses in the UK, Ireland, and Germany.
12/16/2020
The transaction is expected to complete in the first half of 2021, subject to regulatory approvals and other customary conditions.
12/16/2020
The client relationships of UBS Europe SE in Austria, which consist of mainly high-net-worth and ultra-high-net-worth individuals residing in the country, will be assumed by LGT as part of the asset deal.
12/16/2020
Chicago-based Hightower announced such a deal this week, saying it helped one of its advisory businesses, Fischer & Company, to merge with Stralem & Company to create a wealth management firm advising on about $800 million in client assets.
12/16/2020
Although a rotation to more cyclical sectors and regions has led us to tilt our top-down advice slightly in their direction, we are not yet confident enough to bet on these 'new' winners or against the reigning champions.
12/16/2020
The acquisition adds more than $5.5 billion of assets under advisement, of which a large portion relates to assets administered on behalf of ultra-high net worth families, and expands Guardian’s current core wealth management capabilities in the ult
12/16/2020
Deal adds around £120m to the group’s assets under management
12/16/2020
Murphy Wealth takes Leading adviser practice
12/15/2020
Accelerating growth in strategic business areas, continuing to deliver for our stakeholders
12/15/2020
Utilities are an infrastructure sector we feel bullish about for 2021 as it was hardly impacted by the pandemic due to its essential service nature, accommodative regulators, importance in leading the decarbonisation of economies and social importance as
12/15/2020
A financial gift is unlikely to have the same response on the day but unlike other presents, these are gifts that are likely to be more enduring and could be worth much more in the future.
12/15/2020
Accounts for the fixed-income focused asset manager posted on Companies House last week show annual operating profit rose by 22% to £39.8m.
12/15/2020
Credit Suisse also needs to decide where its operational focus lies: the so-called CSAM unit's core business is index and mutual funds, credit, real estate, and so-called multi-asset vehicles.
12/15/2020
The funds are designed to provide advisers with a passive and low-cost option to complement their existing multi-asset strategies with a deeper level of diversification, critical in the current market conditions.