12/02/2020
Since then, it has trained 640 advisors and relationship managers on remote interviews, carried out almost 11,000 Zoom appointments, and saved almost 900,000 sheets of paper.
12/02/2020
The traditional model of charitable giving is changing, with donors looking to solve problems and make a real impact
12/02/2020
The Magic Circle Awards aim to celebrate the best of the best within the global private wealth industry.
12/02/2020
An out of the ordinary partner, in out of the ordinary times
This prestigious international award is testament to the continuous evolution of our One Place™ philosophy and our partnership with our clients and their families.
12/02/2020
Donors feel better and more in control for taking some positive action during the crisis, and companies have gained valuable recognition for stepping up to help.
12/02/2020
We observed that positive contributions from efficient investment in human capital have a greater significance for companies with lower labour productivity.
12/02/2020
Our capital position remained robust
12/01/2020
Revealed: All the winners at the 2020 PA Wealth Partnership Awards
Quilter Cheviot and Baillie Gifford scoop two awards each
12/01/2020
Lloyds of London & DHS Announce Wealth Management Strategic Partnership and Agreement to Manage £80bn of Lloyds Assets
This strategic partnership will combine DHS’ investment and wealth management expertise and technology capabilities with Lloyds’ significant client base, multi-channel distribution and digital capabilities.
12/01/2020
Ex JBWere GM Launches HNW Advice Firm
A former general manager of advice at NAB-owned private wealth manager JBWere has launched an advice practice catering for the holistic wealth needs of high-net-worth and ultra-high-net-worth clients.
12/01/2020
EBRD and EU providing €5 million loan to Sparkasse Bank BiH
Furthermore, the loan will spur business investment in more modern equipment and production facilities, which are expected to become a catalyst for a green recovery in Bosnia and Herzegovina and the wider region.
12/01/2020
Just 57% said they knew what the account paid.
12/01/2020
M&G and Polygon Partners commit to purchasing 6 million shares in £5.3m placing to fund the deal
12/01/2020
All said the equity oil sector may see some profit taking in the near term.
12/01/2020
Brooks Macdonalds has completed its acquisition of Lloyds’ Jersey-based offshore business, adding around £900m,
12/01/2020
Technology-facilitated personal gated communities have become a way of life for some, but not all.
12/01/2020
Orozco and Bair use flat planning fees and subscriptions often associated with fee-only RIAs, even though they’re affiliated with the nation’s largest IBD, LPL Financial.
12/01/2020
The workplace reflects the conscience of the leaders and the culture they create.
12/01/2020
Roughly 500 years later, a new iteration of Luther’s Ninety-Five Theses sprang up.
11/30/2020
Wealth management of tomorrow: Is it human or hybrid?
The advent of disruptive technologies may prompt futurists to predict the end of the traditional wealth management model