02/05/2018
Swiss bank UBS chases the newly-rich in Britain's regions
The bank says a surge in personal windfalls from takeovers, and rising house prices had led to an increasing number of wealthy people across Britain.
Wealth and Asset Management
02/05/2018
ZEDRA opens a new office in Zürich
The office will be located on Gartenstrasse 23, 8002 Zürich.
02/05/2018
Credit Suisse Cuts Management
Credit Suisse has axed thousands of jobs as part of spending cuts. Now, the Swiss bank is moving to cut a layer of management as well.
02/05/2018
Gulliver’s travels end on a high note for HSBC
His scorecard isn't flawless but history is likely to look kindly on HSBC's outgoing leader
02/05/2018
Ain’t no mountain high enough: Top HSBC banker is a man on a mission
The co-head of HSBC’s global banking business in the UK says processing the situation took some time.
02/05/2018
Berenberg confident bet on Mifid II "opportunity" in London office will pay off
The bank, the second-oldest functioning lender in the world, earned net profits of €90.2m
02/02/2018
Warburg Bank to buy majority stake in NORD/LB’s asset management arm
The merged group will have €34bn in assets and offer a range of asset management and servicing solutions.
02/01/2018
New wealth management service launched
The recently-launched wealth management business from financial planners John Lamb LLP, is now accepting new clients.
02/01/2018
Quilter Cheviot’s Belfast office celebrates 10 years in the city
The head of office, Nigel Crawford, said: “I am delighted to have been at the helm of the Belfast office over the past decade.
02/01/2018
LGT Vestra US and Jacksonville Jaguars launch UK university scholarship
The scholarship was kicked off by former Jacksonville Jaguars quarterback and Super Bowl winner, Mark Brunell.
02/01/2018
Private bank raises more than £15m from shareholders
Investor demand sees firm increase fundraising total
02/01/2018
Cambridge IFA launches discretionary portfolios
The firm, which has seven advisers, was granted discretionary permissions a year ago.
01/31/2018
Julius Baer profits beat estimates
Julius Baer Acquires as Profit Rises
01/31/2018
Jersey Named as Leading IFC for Sixth Time in a Row at Citywealth Awards
Jersey’s reputation as a leading centre for private wealth management has been highlighted for the sixth time, being named ‘International Financial Centre of the Year’ in the annual Citywealth IFC Awards.
01/30/2018
Wealth firm clients take £1.9m hit on small cap blow up
Shareholders were asked to put more money into the energy supplier towards the end of last year as it struggled to hit growth targets and buy power in the wholesale market.
01/30/2018
UBS Real Estate buys Topas Arkade in Berlin from Meyer Bergman fund
“UBS Real Estate approached us just as our business plan for the property was gaining momentum."
01/29/2018
Wealth consolidator profit jumps 83% on 14 acquisitions
The numbers represented the fourth consecutive year of growth and improved profitability for AFH since it joined in AIM in 2014.
01/29/2018
Brokers informed: Real world threats demand bespoke solutions
This means that the true level of violent crime could be higher than reported.
01/29/2018
WH Ireland makes £1.6m loss as platform costs mount
WH Ireland’s ‘project discovery’ relates to the outsourcing of its wealth back office to SEI and the sale of its freehold premises in Manchester.
01/29/2018
7IM shifts MM portfolios towards active funds as 'market becomes more discerning'
Ramped up passive exposure in 2016