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
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.