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Brewin Dolphin has added financial planner Jonathan May to its Bristol office.

Those of us involved in the financial services industry know all too well the cataclysmic effects of COVID-19 on working culture, writes David Gwyther.

Enthusiasm for impact investing waned this year, according to a major study of sentiment in the UK, US and, Germany.

Coutts and Adam & Co have delivered an operating profit of £57 million in the third quarter of 2020, down 30 percent year-on-year as the banks recognised further impairments on their loan portfolios.

As the creeping new lockdown hits, many chums are back working back at home in the suburbs and, whisper it very quietly, even Monaco and the Grand Caymans – although these of course are not related to holidays.

fundeye is PAM Insight's newest news service and sits at the intersection between global fund providers and the world’s professional investor community. It keeps its readers abreast of the latest news of corporate activity, regulatory developments and important people moves.

Credit Suisse this week went live with the digital banking offering – CSX and CSX Young – first announced in August as a means of recruiting younger customers.

A roundup of the top stories on thewealthnet this week...

UBS Wealth Management have struck a deal with private equity firm Partners Group, as a means of supplying clients with better access to direct deals.

Relying on guidance from historical returns is the number one investment mistake made by millionaires, according to a new survey.