Strong operating result for Valiant in Q1 2023
Valiant is on track with its plans to implement its Strategy 2020–2024 and is continuing on its growth trajectory.
Wealth and Asset Management
15616 articles found
Coutts makes mortgage range available to brokers
This has an arrangement fee of 0.5% of the loan, with a minimum £1,000 fee and no maximum applied.
Investment Association and Thinking Ahead Institute launch investment industry drive to gather richer diversity data
This will, for the first time, provide a more detailed overview of the demographic makeup of the UK investment management industry and allow firms to benchmark their progress.
Wealth manager opens office in Cambridge
A former True Potential financial planner has joined the company to run the operation
Value transfer is prioritised by Chinese entrepreneurs
Chinese entrepreneurs make money quicker than those in other countries and are in the process of handing down their businesses to the next generation.
Van Lanschot Kempen: first-quarter 2023 trading update
Van Lanschot Kempen shares have been included in both the Euronext AMX Index and the AEX ESG Index since March 2023, underlining our growth both as an organisation and in terms of sustainability in the past few years.
IQ-EQ wins two awards at 2022 WealthBriefing Channel Islands Awards
The WealthBriefing Channel Islands Awards, new for 2022, are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.
UBS launches new multi asset emerging markets fund
Although EM assets have struggled since the start of the COVID-19 pandemic, underperforming relative to their developed market counterparts, emerging economies, especially those in Asia, significantly outgrew developed economies over the last decades.
UBS Advisor Team Mainsail Wealth Partners Named to the Barron's Top 100 Private Wealth Management Teams List
Mainsail Wealth Partners is responsible for managing over $7 billion in invested client assets for ultra-high net worth individuals and families.
Franklin Templeton Acquires Managed Options Capabilities for Advisors Serving Wealth Management and Institutional Clients
Acquisition of volScout Reinforces Franklin Templeton’s Position as a Top SMA Provider and Enhances Its Custom Solutions Capabilities
Wealth manager creates Aim IHT managed portfolio service
Following demand from its private client and financial intermediary customers
Bank of Nova Scotia : Scotia Wealth Management recognized as Best Domestic Private Bank in Canada by Euromoney's Global Private Banking Awards 2023
Scotia Wealth Management recognized as Best Domestic Private Bank in Canada by Euromoney's Global Private Banking Awards 2023 May 2, 2023