01/08/2021
Among the biggest developments set to influence advisors’ businesses this year include consolidation among wealth management firms, the rise of ESG investing, a renewed focus on prospecting and changes to advisor compensation models.
01/08/2021
This was cross-examined by a High Court judge, and Quilter did not dispute the finding that it offered a “matrix bonus” of 0.065 per cent of moved clients’ assets into its Core Investment Proposition.
01/08/2021
Firm Launches New Service Offering: Tax Consulting
01/08/2021
The Company's goal is to maximize the benefits of holding Hong Kong securities licenses that it acquired as part of the acquisition of Granville Financial Services Company Ltd.
01/07/2021
Assets decline by more than half as bank steps up compliance
01/07/2021
Through this process, AdvisoryHQ created a ranking list of the 12 best financial advisory firms in the area.
01/07/2021
Funds launched to source yield from Asian equities and high-yield bonds
01/07/2021
She has been rather successful this far – having joined only in 2019, she managed to grow the bank’s AUM and built the RM force, with plans to refine and expand ahead. Hubbis was fortunate to ‘meet’ up with her recently for an enga
01/07/2021
In the Basel area, the statistical office expects the number of very old people to double by 2045.
01/07/2021
The book explains how the industry works and how every relevant profession, from designer to shipyard to broker, relates to one another.
01/07/2021
The liberalisation of the capital markets seen in China in recent years has also been accompanied by a stronger regulatory framework
01/07/2021
John’s fundraising efforts have helped raise more than £1 million, and he said he was stunned when he received an email about the New Year honour.
01/07/2021
By contrast, Julius Baer gobbled up at least 115 billion francs in assets via 13 deals.
01/06/2021
It has wasted no time in getting a foothold in the UK after announcing in December 2020 that it had purchased three Australian advice firms.
01/06/2021
Rockefeller & Co. LLC to acquire Whitnell & Co. and further deepen its roots in Chicago
01/06/2021
Citywealth has additionally recognised Butterfield for excellence in private banking with a shortlisting for 2021 Private Bank of the Year – Channel Islands & Isle of Man.
01/06/2021
The division will have nine employees
01/06/2021
Bank to double assets under management over three years
01/06/2021
Advanta Solutions employs around 60 staff and manages almost £500m in assets, a figure which has grown from £200m three years ago.
01/06/2021
During the last three years Sanlam UK have played an invaluable part in the support we offer our membership