02/03/2020
The Quilter Cheviot Global Income & Growth Fund for Charities launches
Quilter Cheviot acts as the investment adviser to the fund
02/03/2020
Quilter Cheviot acts as the investment adviser to the fund
02/03/2020
Presentation of the 2019 full-year results for the Julius Baer Group
02/03/2020
Unit suffers declines in advisory and capital markets business
02/03/2020
The deal bolsters the adviser's London office as it sets its sights on a pipeline of acquisitions for the coming year.
02/03/2020
Peter Emery, manager director at Emery IFA, criticised Bancroft’s flat fee approach as “clients do not all have the same needs” and so to charge them all the same would be “unwise and unfair”.
02/03/2020
The bank, which has its headquarters in Neuchâtel, has been active in German-speaking Switzerland since 2002, under the leadership of Philippe Borner.
02/03/2020
Thanks to the turmoil in the lead up to Brexit, recruitment of permanent back office staff by investment firms took a hit last year.
01/31/2020
Citi Wealth Builder quickly matches customers to one of six portfolios based on their responses to questions ranging from their level of comfort with market volatility to their retirement goals and how much they’ve saved to date.
01/31/2020
In early January, we collected and corroborated enough anecdotes to form the view that the Wuhan Pneumonia could become a replay of the SARS scare in 2003.
01/31/2020
Asia is leading the way in terms of market development, product availability and so on, that’s why we’re expanding here.
01/31/2020
The entire sector is struggling with high costs, caused by the massive increase in complexity in the cross-border business and - in view of the completely changed business environment - customer advisors who are still being paid in the prince.
01/31/2020
As at the end of 2019, Deutsche Bank had recognised 70% of the anticipated cumulative costs to achieve its transformation strategy between 2019 and 2022.
01/31/2020
The awards, announced in London on Wednesday 29 January 2020, recognise outstanding achievements in Estera’s Bermuda and Cayman Islands offices as well as the expertise of the firm’s team in Luxembourg.
01/31/2020
Goldman Sachs chairman and CEO David Solomon said: “We are resolute in fulfilling our purpose of putting capital and ideas to work to evolve organisations, accelerate global economies and amplify personal prosperity.
01/31/2020
UK-South African fund manager expects its shares will begin trading on 16 March
01/31/2020
The company's deals to buy The Pennsylvania Trust and Athena Capital Advisors are just the beginning, execs said
01/31/2020
Nutmeg has today announced that it is the first digital wealth manager in Europe to reach £2bn (€2.34bn) in assets under management (AUM) on the back of 41% year-on-year growth.
01/30/2020
Our advisers continued to work hard in supporting clients through a difficult environment, resulting in strong retention of client investments throughout the year
01/30/2020
Altaira’s investment strategy is also a collaborative effort with Dolfin, which provides regular research and ideas to the Altaira investment team.
01/30/2020
The ‘lifestyle’ offering links up to 10 family members and business accounts