09/06/2023
The five-person wealth management team has over 70 years of collective experience serving individuals and families, family offices, and institutions
09/06/2023
Legal & General Investment Management (LGIM) has opened a Singapore office as part of broader plans to grow across APAC
09/06/2023
The move will see the scheme's in-house investment management team join GSAM towards the end of 2023
09/06/2023
Performance fees increased to CHF 265 million and accounted for 25% of total revenues
09/06/2023
The current GAM Board proposes to approve Rock’s proposals and urges shareholders to vote accordingly.
09/06/2023
Operating and net profit increased on a comparable basis, fee business subdued The Swiss Life Group achieved an operating profit of CHF 836 million in the first half of 2023.
09/06/2023
The firm has 12 employees, offering advice to predominantly female, high-net-worth clients and business owners across financial planning, wealth management, and financial protection.
09/06/2023
The new offices in Western Road will house the firm’s 210-strong Bracknell team in a modern development that is on track to become one of the most sustainable business parks in the Thames Valley
09/05/2023
Our annual awards recognise the wealth firms that have delivered strong returns for clients in these challenging market conditions.
09/05/2023
While sentiment strongest on bonds, according to August investment manager survey
09/05/2023
This strategic move by Mattioli Woods opens up a vast horizon for shared visions and holds immense potential for future growth.
09/05/2023
During this first phase of the long-term engagement, Quilter Cheviot met with the chairs and other non-executive directors (NEDs) of 41 equity investment trusts.
09/05/2023
Record turnover of £5.2 million despite the continued macro-economic headwinds
09/05/2023
By 2026, UBS expects to reap cost savings of $10 billion dollars annually on a 15 percent return on equity.
09/05/2023
Due to the better environment, the Swiss Banking Outlook predicts an increase in the business success of local banks for 2023.
09/05/2023
The deal follows BRI’s purchase of Bransford Financial Planning in January which brought an additional £25mn of assets under management.
09/05/2023
Daniel Minett is collaborating with P1 Investment Services to develop a wealth management firm that will combine DFM customer services with innovative technology.
09/05/2023
The deal furthers the consolidation in Britain's money management industry as private equity firms look to snap up investment advisers to either sell them to a competitor or publicly list them.
09/05/2023
For this reason, appropriate planning using wills is always encouraged.
09/04/2023
As some clients complain about opaque charges, investors worry recent reduction could be just the start