04/15/2021
The events will look at the trends seen for how women invest and how working with female clients can provide better outcomes for them and their wider families.
04/15/2021
Adrian Johnstone, Co-Founder and CCO at Practifi looks at how attitudes to technological change and adoption can drive success
04/15/2021
Realstone recently incorporated Solvalor Fund Management in a merger, it announced in December.
04/15/2021
Some even acquire second residencies here, they enjoy our fauna and flora but also our lifestyle,’ Barthélemy says.
04/15/2021
As part of a strategic approach to building its proprietary banking technology and fostering innovation, Lombard Odier constantly seeks to strengthen its services.
04/15/2021
Acquisition expands UK wealth management footprint into Scotland with a leading and well-established franchise and increases client assets by approximately £1.7 billion (C$2.9 billion)
04/15/2021
Net interest revenue, the difference between interest the bank earns and what it pays on deposits and borrowings, was US10.17 billion, down 12 per cent from a year earlier.
04/15/2021
Canaccord has done several acquisitions within Britain, but Thursday’s deal is the first time the wealth manager has moved into Scotland.
04/14/2021
InvestCloud Wealth Platform supports MUMSS to accelerate its digital transformation and goal-based management features to boost team productivity and better serve investors
04/14/2021
The bank is expected to generate just over $3.7 billion in pre-tax income for the first quarter of 2021 which includes $600 million achieved through reductions to bond pool accruals and other one-off booked items.
04/14/2021
Together, the partnership offers a complete and ready package, from a trusted source, to leverage the digital age.
04/14/2021
The allocation to these three alpha opportunities will also depend on the macroeconomic environment and the team’s strong convictions on specific stocks.
04/14/2021
The London team also helps Swiss companies maintain contacts with British investors and supports companies in finding capital for transactions.
04/14/2021
With some 1000 clients, Cornerstone advises on £500m of Assets Under Management (AUM) and has a team of 22.
04/14/2021
While gender-lens investing is spoken about in the industry and at a regulatory level, meaningful execution is distinctly lacking.
04/14/2021
Our specialists have been shortlisted for three of the sector’s most prestigious awards
04/14/2021
Wealth firm launches in Dubai under DFSA rules
Bold expansion plans include more staff and a larger portfolio of clients to offer relevant and customised solutions
04/14/2021
David Nicol was elected as new independent member of the Board of Directors for a one-year term.
04/14/2021
The current proposal values RF at C$367 million ($292 million).
04/14/2021
Similarly, businesses got help from government programs and raised a significant amount of financing, Dimon said.