12/12/2023
Seven financial advisors in the region completed advanced training and received industry certifications to support business owners and UHNW investors
12/12/2023
The downward pressure is surprising, given that there has been no bad news for more than a week.
12/12/2023
Platforms and Sipp operators must stop retaining interest on clients’ cash holdings by the end of February if they also charge a platform fee on that cash.
12/12/2023
OPOC.US Joins Atria's Cadaret Grant for Award-Winning Technology and Advisor-Centric Culture
12/12/2023
The firm will fully align with Benchmark over the next twelve months
12/12/2023
Including the client base of retired IFA
12/12/2023
New report shows lack of protection for possessions, data and reputation
12/11/2023
This partnership brings an expanded scope of services in the financial and insurance industry, allowing the managing partners of Harlan to offer more sophisticated solutions to their clients.
12/11/2023
Shaws has been on a tear this year, picking off almost 20 Morgan Stanley Wealth Management Australia advisers last month who together oversee some $3 billion in total assets.
12/11/2023
Alison Graham won the ‘Banker of the Year’ at the Women in Finance UK Awards 2023
12/11/2023
This is after they have lost more than half of their value over the course of the year.
12/11/2023
M&G’s flagship fund invests in GFO-X, the UK’s first regulated bitcoin derivatives exchange, on signs the crypto regulatory landscape has matured.
12/11/2023
CSR Beratungsgesellschaft will take over the portfolio management of Ethius Invest’s fund, as the two sustainable investment specialists launch a partnership.
12/11/2023
The annual awards are focused on the wealth management industry, and winners are selected by a distinguished panel of independent judges for performance, innovation, and excellence.
12/11/2023
The addition of Amicus Wealth creates a group with a combined AUM of approximately £22bn, employing over 550 people.
12/11/2023
In addition, governments will need “to commit considerable resources to reduce reliance on fossil fuels and transform the economy in order to meet climate goals.
12/11/2023
These distributions represent progress towards management’s goal to distribute around € 8 billion to shareholders in respect of the financial years 2021 - 2025.
12/08/2023
A new report by KPMG finds that asset managers can generate higher and more stable margins in Asia Pacific.
12/08/2023
Amid an integration with Credit Suisse, UBS Global Asset Management maintained its ranking in the third spot as a drop in its branding score was offset by other positive developments, such as higher assets under management in China.
12/08/2023
In addition, governments will need to commit considerable resources to reduce reliance on fossil fuels and transform the economy in order to meet climate goals.