12/05/2022
She leant her expertise to a panel discussion on investments at the Hubbis Investment Solutions Forum in Singapore on September 14, and we have briefly summarised some of her observations from that discussion in this short review.
12/05/2022
As part of the deal, the legal firm’s Directors will take on a minority stake in Edinburgh-headquartered Tweed Wealth Management.
12/05/2022
BlackRock got into the business of software as a service more than two decades ago.
12/05/2022
In an exclusive interview with Citywire Wealth Manager, the firm’s chief executive David Esfandi said the firm had no plans to make major buys in the immediate future.
12/05/2022
The wealth firm's AUM jumped by 21% in its latest annual update, as its new CEOs gear up to lead the business through the next stage of its growth.
12/05/2022
Bank Julius Baer has announced a multiyear extension of its collaboration with the ABB FIA Formula E World Championship until Season 12 in 2026.
12/05/2022
UBS announced its intention to redeem the total outstanding USD 2.0bn additional tier 1 instrument on 31 January 2023
12/05/2022
REVEALED: Quilter Investors had provided seed capital for a Neuberger Berman absolute return fund which will be included in its Cirilium Blend range.
12/05/2022
It came as revenue at the family office jumped 17% in the year ended in March 2022 to £52.7m, up from the £45.1m same period in the prior year.
12/02/2022
The deal will see the directors of Macleod & MacCallum WM take a minority stake in Tweed
12/02/2022
J.P. Morgan Wealth Plan is available for free to all Chase customers and allows them to plan, save and invest in one place
12/02/2022
The deal will also see Tweed Wealth Management offer their advice to Macleod & MacCallum’s clients on financial solutions, and additional administrative and back-office support will be provided by the Tweed team based in Edinburgh.
12/02/2022
We congratulate these extraordinary industry leaders who are already making their mark in the continually evolving area of wealth management
12/02/2022
Absa remains involved in the investment management sector through its shareholding in the combined entity and through a 10-year distribution agreement with that entity.
12/02/2022
This initial amount will be used to help fund a school in Niger and community projects in Ethiopia.
12/02/2022
JPMorgan said in a note to clients that it expected fourth-quarter outflows of 80 billion Swiss francs ($85 billion) in wealth management and 107 billion francs in total compared to the 84 billion total for this year as of Nov. 11.
12/01/2022
The transferred assets primarily consist of loans to private and corporate customers, amounting to SEK 105 billion as at 31 October 2022.
12/01/2022
The broker has suggested Hargreaves Lansdown, Quilter and Brooks Macdonald could be among the long term winners from the FCA's advice shake-up.
12/01/2022
One market participant said the management team's statements following the meeting were too vague and not positive enough.
12/01/2022
AJ Bell profits tick up as it stores £520k to cover tax dispute