12/01/2022
Kingswood acquires Cheshire-based adviser in £12m deal
AUM stands at more than £8.5bn across UK & Ireland
12/01/2022
AUM stands at more than £8.5bn across UK & Ireland
12/01/2022
The asset manager joins specialist insurer Beazley and engineering firm Weir in the quarterly reshuffle.
12/01/2022
Laura Langton wins silver at the Future Leaders Awards
12/01/2022
Their software focuses on analysing risk, building and optimising portfolios, and offering advisory platforms.
12/01/2022
According to the announcement, Fedor Plambeck , Director of Sales Switzerland, still sees enormous potential for long-term growth in Switzerland.
11/30/2022
Alongside its advisory unit, the two are considered capital-light businesses which are expected to see a boost in growth and productivity.
11/30/2022
But firm ‘not actively thinking about’ passporting opportunities across the EU
11/30/2022
As a result of this transaction, Davis & Seiley will gain access to the expertise and operational strengths of HoyleCohen.
11/30/2022
Rewarding excellence where wealth and asset managers work together for the benefit of end-investors
11/30/2022
Acquisition expands Wealthspire’s presence in the West
11/30/2022
The board proposed a final dividend of 22.9 pence a share, taking the total dividend to 27.6 pence a share, up from 20.6 pence for the previous year.
11/30/2022
Succession planning for the future
11/30/2022
Digitalization has changed payment habits and put pressure on hard cash.
11/30/2022
In combination with Leonteq as an issuer that is a regulated securities firm with an investment grade rating and a strong capital position, this new setup offers a compelling differentiation to existing ETP providers.
11/30/2022
Two of them, Diamond Capital and Prime Partners, featured in Citywire Switzerland's Top 50 Independent Asset Managers 2022 publication.
11/30/2022
This seamless integration enables ease of work and the ability to immediately apply the most comprehensive sustainability data set in the industry.
11/30/2022
BBH will continue to invest in the people, technologies, and market segments that make Investor Services a differentiated and valued offering for the world's most sophisticated institutional investors
11/29/2022
The Swiss financial industry has been confronted with myriad problems in recent years.
11/29/2022
This includes some downsizing as part of the group’s cost-cutting initiative to reduce global headcount by 5 percent in the fourth quarter and a recent streamlining of the organizational structure in the region.
11/29/2022
Oxford Risk research