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CISI Chartered Firm status approved for Julius Baer
Charity and financial services professional body the Chartered Institute for Securities & Investment (CISI) is delighted to confirm that wealth manager Julius Baer…
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OMS granted ISO 27001 certification
OMS, the CRM and origination platform that offers a seamless single-input enquiry to completion, proudly announces that it has been granted ISO…
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Fixed Income Investments | Annual Report 2024
We are delighted to announce that our inaugural report into Fixed Income investments is now available to readers. Researched and written by…
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Mortgage broker industry forecast to surpass £2.5bn by 2030
Jonathan Samuels, CEO of Octane Capital, believes that with the property market now showing early signs of a return to health, 2024…
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Royal London makes underwriting improvements for high net worth clients
As part of its commitment to growing the high net worth market, the UK’s largest mutual life, pensions and investment company Royal…
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Rebuilding America: analysis from Ark Invest’s Bhushan on how Baltimore Bridge collapse highlights America’s infrastructure at crossroads
By Rahul Bhushan, Managing Director and Global Head of Index at ARK Invest Europe The recent collapse of the Baltimore Bridge has…
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WealthSelect hits pause on adding to fixed income as inflation risk could delay rate cuts
Quilter’s WealthSelect Managed Portfolio Service hit pause on adding to fixed income at its latest rebalance due the concerns over potential inflationary…
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Square Mile Academy of Funds: Ratings Round-Up for March 2024
Analysts at Square Mile Investment Consulting and Research (Square Mile) conducted 58 interviews with investment professionals from 31 asset management groups during…
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Just 7% savers aware of IFISAs
With ISA season in full swing – and fresh from the Chancellor’s new British ISA announcement – leading property investment platform and…
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Atom bank commercial mortgage rates reduced
The commercial mortgage rates offered by Atom bank, the UK’s first app-based bank, have reduced. As a result, variable rates now start…
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