News, Comment & Analysis results for Centric
Ascot Lloyd Launches Advisor Platform
Ascot Lloyd is to leverage SS&C technology to deliver a new advisor platform. The platform will...
Former UK Company Directors Convicted Of Misleading Investors
The company misled investors with false and misleading statements in a case which the UK watchdog...
HSBC AM Appoints New "Climatech" Team
After repositioning last year to increase its focus on alternatives, the asset manager has hired a...
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...
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? ...
Ascentric Launches Model Portfolio Cloning Tool
The UK wrap platform said the tool reduces the need for manual rebuilding of portfolios. ...
Ascentric To Offer IHT Portfolio Service
Online investment management and dealing platform Ascentric said the service will help financial...
Brown Shipley's AIM Portfolio Service Placed On Ascentric Platform
This publication carries latest news about product offerings in the wealth management space. ...
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...
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
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...
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...
Interview: Centric Wealth Eyes Acquisition Opportunities As FoFA Bites
Chris Powell, COO and CFO at Centric Wealth, talks exclusively to WealthBriefingAsia about how the...