01/29/2021
The most recent flow data for global funds from Numis shows that Global was the most popular geography in the first 10 months of 2020, with £4.5bn of net inflows.
01/29/2021
A global view from Michael Power, Strategist at Ninety-One
01/29/2021
Thorntons has offices in both Dundee and Edinburgh, with the acquisition of Matheson Financial Consulting seeing their services extend to Aberdeen.
01/29/2021
Record quarterly net income grew 16% compared to the prior year’s fiscal first quarter primarily driven by the aforementioned higher revenues and a lower effective tax rate, which more than offset the negative impact of lower short-term interest rat
01/29/2021
The annual report will be published on 2 March.
01/29/2021
Teamwork is an independent international group, founded in 1999 in Geneva by its CEO Philippe Rey-Gorrez.
01/29/2021
This closeness to its clientele enabled the bank to grasp the needs of its clients more precisely.
01/29/2021
UBS believes that private banking domestically is not only set for a major profit boost but also a «potential key enabler of a diversified and open financial sector
01/29/2021
Collas Crill Lawyers Feature in Private Client Global Elite Directory 2020/21
Partners Ben Havard and Sam Williams and Associate Gregory Haddow have been included in the 'Ones to watch' category.
01/29/2021
The State Street Investor Confidence Index measures investor confidence or risk appetite quantitatively by analyzing the actual buying and selling patterns of institutional investors.
01/28/2021
This was owed in no small part to the Hong Kong IAMs business which has seen accelerated growth following the launch of a hub dedicated to the segment several years ago.
01/28/2021
As it looks to expand its service proposition across the southeast
01/28/2021
The number of individuals with investable assets of over $1 million has more than doubled over the past decade, from 8.5 million in 2008 to 19.6 million in 2019, according to Capgemini.
01/28/2021
St. James's Place reports robust fourth quarter flows and record funds under management
01/28/2021
The bank has been trying for years to hike its share of clients locked into mandates.
01/28/2021
From disruption to transformation
01/28/2021
The UBS Asia Pacific business saw 2020 profits close to double from $560m to $1.1bn, while AUM increased $110bn to $660bn by the end of 2020.
01/28/2021
Assets under management at alternative investment specialist Gresham House leaped 42% to £3.9bn last year, driven by growth in its sustainable strategies.
01/28/2021
Atria subsidiaries continue to expand financial professional footprint and increase assets
01/28/2021
Philanthropy plays an important role in defining purpose