06/26/2017
Regional footprints: six wealth managers on the view from Scotland
The core of our business has always been Scotland because that’s where we’re physically located.
06/26/2017
The core of our business has always been Scotland because that’s where we’re physically located.
06/26/2017
Credit Suisse's emerging markets equity team currently manages $360 million.
06/23/2017
We are building on a base in Europe, what we call greenfield.
06/23/2017
The fund house's balanced fund currently has 20 per cent exposure to tracker funds, which in turn has helped reduce the total expense ratio.
06/23/2017
The small but mighty investment advisers taking on the big players
06/23/2017
Those making numerous business and/or leisure trips can take unlimited ones with the service for a fixed monthly fee.
06/23/2017
Since its launch in 2011, European Wealth has been in part funded by debt.
06/23/2017
State-owned bank may profit after scandals at foreign firms
06/22/2017
Paul Beard, executive chairman of Alexander Beard Group, said that the acquisition fits its strategy of buying smaller practices in relevant locations.
06/21/2017
Many funds will also have some sort of upfront fee.
06/21/2017
The milestone was unveiled by Hampden following moves by the bank to steadily boost its senior management team in recent months.
06/21/2017
UBS is the largest wealth manager in the world.
06/21/2017
The Private Wealth Management division had continued to develop its client proposition around advice and fee related business.
06/21/2017
The UCITS-compliant Fund is launching with over 100m EUR of client assets and is available to both institutional and retail investors.
06/21/2017
The ability to assess cases on an individual basis and deliver bespoke solutions quickly and accurately has proved incredibly successful in the HNW market.
06/21/2017
Countryfile Live will take place across four days from 3 – 6 August
06/21/2017
This follows the shareholder approval given to the proposed merger of Standard Life plc and Aberdeen Asset Management PLC at General Meetings of each company on Monday 19th June 2017.
06/20/2017
Phoenix was also shortlisted for 'Best Marketing or PR Campaign' in the recent WealthBriefing European Awards.
06/20/2017
‘The launch of Santander Private is a significant step for our wealth management business,’ said Platts.
06/20/2017
Ex-Barclay’s banker helped expand the lender’s wealth management division