By Scott Babka and Liz Sessler, CapShift Advisors – More and more investors are looking to achieve both financial rewards and promote racial justice to help historically underinvested and underrepresented Black, Indigenous, and People of Colour’s (BIPOC) communities thrive.
Vanguard is to modify the investment advisory arrangements of the USD45.5 billion Vanguard US Growth Fund and USD1.2 billion Vanguard Variable Insurance Funds – Growth Portfolio.
Structured products – one of the most misunderstood and contentious investment product sectors – is celebrating a new UK milestone.
Quilter has launched a support hub for financial advisers to help their conversations with clients around all aspects of redundancy.
Investment manager PortfolioMetrix has appointed Claire Van Den Houten to the UK board of directors and recruited Caribe Breese to the newly created role of UK Head of Digital Marketing.
Accountants, business and financial advisers Kreston Reeves has appointed Director James Reed-Sperrin and Corporate Finance Research Analyst Ahmed Omer, strengthening its award-winning Corporate Finance team.
Guardian Capital Group Limited has completed its acquisition of BNY Mellon Wealth Management, Advisory Services, Inc, (WMAS), a Canadian-based wealth management business.
Enness Global Mortgages, a mortgage broker focused on global ultra-high-net-worth individuals, has appointed Nigel Le Quesne as Non-Executive Chairman. He will, in addition, acquire an equity stake in the business.
London law firm, Payne Hicks Beach, has appointed Georgina Bayley as a Partner in the Dispute Resolution department, effective 1 March 2021.
The global pandemic is leading to significant shifts in the attitudes and behaviours of women towards their money, according to research from Nutmeg, based on a survey of 2,000 people across the UK.