01/13/2021
Free advice on ESG to encourage clients towards socially responsible investments
In June last year, deVere revealed that 26% of clients around the world are eyeing exposure to or are now part of the ESG megatrend.
Wealth and Asset Management
01/13/2021
New Prime Central London serviced accommodation investment company launches
Wetherby will be operating exclusively in one of Europe’s fastest growing residential classes, Serviced Accommodation.
01/13/2021
ESG Portfolio Service for intermediaries
This is an opportunity for your clients to invest responsibly while still aiming for positive returns.
01/13/2021
Westwood Holdings Group Selects Northern Trust as Outsourced Trading Partner
Our capabilities are a great fit for an investment manager
01/13/2021
Campden Wealth and GDA Group Announce Strategic Partnership
This partnership between two organizations, once operating in different verticals, signals a new era of portfolio allocation and asset diversification.
01/13/2021
Nicola Wealth Gains Benchstrength with Stallion Financial Onboard
Nicola Wealth brings on Vaughan firm to further grow presence in Ontario
01/13/2021
LGT is a "Great Place to Work"
LGT Bank in Liechtenstein and Switzerland were designated a Great Place to Work by the renowned institute of the same name.
01/13/2021
Amundi and BNY Mellon Announce Strategic Alliance to Power Investment Lifecycle
Covering note and multiplier tables for public service pensions in 2021.
01/13/2021
Charles Stanley assets boosted 10% by market recovery
Charles Stanley said this increase largely reflected a market improvement of £2.2bn as it recovered from the initial turmoil seen in the first wave of the coronavirus pandemic last year.
01/13/2021
Fidelity Int'l launches advice service
There is a continued and growing need for financial advice services which help consumers to optimise their wealth as effectively as possible.
01/13/2021
SJP to cut 200 jobs
In financial figures published last year SJP reported its inflows had dropped by a third last summer amid the "challenging external environment" of the ongoing coronavirus crisis.
01/13/2021
WH Ireland’s Acquisition Of Harpsden Wealth Management Limited
The Acquisition is part of WH Ireland’s wider strategy for organic growth.
01/13/2021
Geneva and Zurich private banks to merge
The Geneva private bank has also bought three other financial institutions in the last five years.
01/13/2021
Most UAE residents would choose to invest spare cash in property
“Investing can be nerve-wracking but just remember to make a plan and stick to it. If you need support, then a financial adviser is well placed to help you think clearly about whether you should be investing and in what.”
01/13/2021
More financial education needed for HNW individuals
At present, 54% of HNW donors expect the wealth management industry to better educate them on how different wealth solutions and structures can best support the overall wealth transfer process.
01/13/2021
Vontobel further strengthens focus on investment expertise and client centricity
In line with Vontobel’s strategy to become a client-centric investment firm
01/13/2021
7IM scraps VAT from model portfolio services
The price changes apply to portfolios on both the 7IM platform and third party platforms.
01/12/2021
Mercer Advisors Acquires McGee Wealth Management, Inc.
Acquisition of McGee Wealth Management, Inc. (Registered Investment Adviser), Expands Mercer Advisors' Presence in Oregon and Pacific Northwest
01/12/2021
The Road to Enhanced Wealth Management Services in the New Normal World
The firm’s focus is on evolving bank and customer needs for digitalisation in a secure, personalised manner, at the same time providing a seamless user experience.
01/12/2021
Schroders pledges its allegiance to the Terra Carta to build a sustainable future
Schroders is proud to confirm its support for the Terra Carta, the new global business proposition launched today by His Royal Highness The Prince of Wales and founder of the Sustainable Markets Initiative (SMI).