News, Comment & Analysis results for Centric

New Products
10 March 2023

Ascot Lloyd Launches Advisor Platform

Ascot Lloyd is to leverage SS&C technology to deliver a new advisor platform. The platform will...

Compliance
15 February 2022

Former UK Company Directors Convicted Of Misleading Investors

The company misled investors with false and misleading statements in a case which the UK watchdog...

People Moves
25 May 2021

HSBC AM Appoints New "Climatech" Team

After repositioning last year to increase its focus on alternatives, the asset manager has hired a...

People Moves
25 March 2021

Aviva Creates New UK Head of Wealth Role

The asset manager has created a new London-based role to help steer a client-centric approach in...

Alt Investments
14 February 2019

Venture Capital’s Place In Impact Investing Jigsaw

Impact investing is on the rise, but is it the only way to ‘make an impact’ with your cash? ...

New Products
4 November 2016

Ascentric Launches Model Portfolio Cloning Tool

The UK wrap platform said the tool reduces the need for manual rebuilding of portfolios. ...

Strategy
27 October 2016

Ascentric To Offer IHT Portfolio Service

Online investment management and dealing platform Ascentric said the service will help financial...

New Products
25 May 2016

Brown Shipley's AIM Portfolio Service Placed On Ascentric Platform

This publication carries latest news about product offerings in the wealth management space. ...

WM Market Reports
23 March 2016

World's Major Private Banks Fall Short In Putting Client Interests First - Study

Firms in the wealth industry like to say they are "client-centric". But how many of them really set...

People Moves
27 March 2014

Neuberger Berman Makes New French Role To Further Client-Centric Strategy

The creation of a client relationship role in Paris has set Neuberger Berman’s plans for...

Comment & Analysis results for Centric

Strategy
26 March 2013

EXCLUSIVE: Industry Leaders Debate Hot Topics Of Client Centricity, Communications

Relevance, transparency and ease of use emerged as goals for wealth management firms to attain in...

Strategy
25 March 2013

EXCLUSIVE: Industry Leaders Debate Hot Topics Of Client Centricity, Communications

Relevancy, transparency and ease of use emerged as goals for wealth management firms to strive for...

People Moves
23 November 2011

Interview: Centric Wealth Eyes Acquisition Opportunities As FoFA Bites

Chris Powell, COO and CFO at Centric Wealth, talks exclusively to WealthBriefingAsia about how the...