Companies
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News Team on 08/02/2023
Fintech developer InvestCloud and investment platform 55ip have entered a partnership to integrate 55ip’s technology into the InvestCloud financial supermarket – a software tool for the wealth management industry.
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News Team on 08/02/2023
Standard Chartered has appointed Peter Tung as regional head of private banking for greater China and North Asia.
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Katie Royals on 08/02/2023
The former London chief executive of UBP - Brett Lankester – is now settled in his new role as a senior partner at private equity specialist Hanover Investors.
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News Team on 07/02/2023
The Financial Conduct Authority (FCA) has taken action to protect the public from online fraud.
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News Team on 07/02/2023
Financial services recruitment agency Fram Search has appointed James Fleming as an industry adviser.
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News Team on 07/02/2023
Pre-tax profits have increased by 45.5 percent at wealth manager Mattioli Woods.
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News Team on 07/02/2023
Rothschild & Co has appointed Guillermo Moreno Fontaneda as a senior client adviser for its wealth management business in Spain
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Katie Royals on 07/02/2023
Having posted a 45 percent increase in pre-tax profits today (07/02/2023), Mattioli Woods is “cautiously optimistic”.
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News Team on 07/02/2023
Swiss private bank Pictet’s managing partner Bertrand Demole is leaving the firm at the end of June.
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News Team on 06/02/2023
The number of M&A deals targeting UK financial advisers and wealth managers has risen 11 percent from 398 to a record high of 440 in the past year, data from international law firm Mayer Brown showed.
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