10/15/2020
Brooks’ investment performance offset by £260m outflows
“Our vision for Brooks Macdonald is as the leading investment manager for intermediaries, and we look forward with confidence."
10/15/2020
Apex is a portfolio company of Genstar Capital.
10/15/2020
Oddo had already bought BHF bank in 2016.
10/15/2020
The panel stated: “Assessors were impressed by how Accuro is now totally management owned and tightly aligned with its clients’ interests.”
10/15/2020
Times have generally been good in the IFCs – even the financial crash of 2008 had a (relatively) small impact on the global offshore business – but can we always expect this to be the case?
10/15/2020
Quilter listed on the JSE and the LSE in June 2018, and is using the proceeds of its sale of Quilter Life Assurance in December 2019 to return capital to shareholders
10/15/2020
'Future looks bright'
10/15/2020
Credit Suisse has been operating a full-service securities brokerage in the country, with a dedicated on-the-ground investment banking team and a highly experienced research team.
10/15/2020
Institutional investors still believe private asset investing comes with extra challenges, but that the diversification and return benefits make it worth their while. A recent Schroders survey identies notable increases in interest for real estate debt, i
10/15/2020
The big four banks have been tipped to re-enter wealth management after 10 years.
10/15/2020
Clients will gain access to fund manager’s global equities, fixed income and multi-asset specialists
10/15/2020
Among the first wave of hires was Chris Randazzo, managing director, head of wealth management and head of technology and operations.
10/15/2020
Julius Baer’s UK private client head Alan Hooks has sought to reassure colleagues that the Swiss bank plans to maintain UK headcount for the foreseeable future as it cuts costs.
10/15/2020
The best way of authentically embracing the responsibility that wealth brings is to ensure that purpose informs everything a family does.
10/15/2020
This includes a large in-house investment intelligence team, with specialists across all major asset classes, as well as in private equity, hedge funds, and third party fund selection.
10/15/2020
New wealth management firm pioneers the use of AI
With in-person advice being affected due to the Covid-19 pandemic, the need for digital interaction is soaring and there is still an advice gap within the UK.
10/15/2020
Assets under management ended last month at £536.3bn, up 2% over the quarter
10/14/2020
Credit Suisse publishes its annual study on the locational quality of Swiss cantons and regions
10/14/2020
Program aims to support companies founded by women of color who have been adversely affected by the COVID-19 pandemic
10/14/2020
Allfunds Blockchain will begin deploying solutions in the financial industry, while working with Iberpay on its test concept for the Smart Payments initiative.