08/08/2018
Today’s results show a 2 per cent increase in assets under management and administration from 31 December 2017 to £116.5bn, which the company attributes to net flows of £2.2bn.
08/08/2018
The addition of the managed portfolios to the 7IM platform marks the tenth platform through which advisers can access Charles Stanley managed portfolios and was predominantly in response to demand from advisers.
08/08/2018
Based on a survey of 803 wealth managers, with respect to hedge funds, only about a fifth of those surveyed have the capacity to provide them.
08/08/2018
The bank’s operating profits also grew by 28.8%, reaching CHF 84.5 million.
08/07/2018
The growth push involves hiring advisors and deepening penetration in Texas, Florida and California.
08/07/2018
Assets under administration rose 16% to £91.6bn
08/07/2018
A culture of mansplaining, laddy sports events, and a failure to recognize female leaders has been failing the female pound (and dollar).
08/07/2018
We want to meet clients' needs, creating solutions that work for them in their daily lives.
08/06/2018
Move comes after its inclusion in Federal Reserve watchlist of ‘troubled’ banks
08/06/2018
A number of money managers running alternatives strategies said they are picking up interest from, and consequently working hard to adapt, to new interest from high-net-worth individuals.
08/06/2018
Revenue rose 4.3% to $27.29 billion from $26.2 billion on higher margins on deposits and balance growth as well as favorable currency effects, the bank said.
08/06/2018
The relative "depth and breadth" of China's policy response helps make the credit of high-quality firms in that country more attractive than that of other emerging markets, Mr. Collins said.
08/06/2018
The Rowan Dartington discretionary fund management business had client assets of £2.1bn at the end of 2017, and to £2.3bn at the end of June 2018.
08/06/2018
The decision to acquire Merit Capital followed the reorganization of Duet Group in to 3 business units.
08/06/2018
LJ Partnership will also rebrand to Alvarium Investments in 2019.
08/06/2018
This expanded relationship with one of the largest wealth managers in the world highlights the continued growth of FactSet's Wealth Management business and reaffirms FactSet's strategy of delivering enterprise solutions across the entire wealth
08/03/2018
Our growth in wealth management is a sure indication that our clients continue to see us as a reliable and dependable investment house – delivering the advice they need.
08/03/2018
The move comes as the firm seeks to establish its new regional headquarters at One Lochrin Square in Edinburgh
08/03/2018
The return on equity is increasing in all the business lines.
08/03/2018
Cash and cash equivalents balance of $739.3 million, a decrease of $123.5 million from $862.8 million