05/08/2017
EFG: Skirmish in Italy
The bank rebranded itself following the deal, doing away with the BSI brand, a 144-year-old Swiss bank which was disgraced by its deep involvement in the 1MDB scandal.
Wealth and Asset Management
05/08/2017
Wealth and business service firm eyes £1bn London float
It offers a number of services.
05/08/2017
Compass portfolios and the art of navigating financial markets
The team is a true partnership of equals, bringing together two clearly complementary skillsets.
05/08/2017
Fairstone buys Welsh firm
DHD is an extremely well organised and robust business which also enjoys a strong and loyal client base.
05/08/2017
Apfa to merge with Wealth Management Association
The proposed new trade association will provide a stronger, united voice that can better lobby on behalf of the combined membership.
05/08/2017
HSBC PB strikes strategic deal with 25 fund firms
It has sought out companies covering a diverse range of asset classes, geographies and styles.
05/07/2017
'Nobody picks on a strong man' – Charles Atlas
He now stands on the verge of becoming one of the most significant sportsmen of his generation.
05/07/2017
GAM plans to leave London’s upmarket St James’s
Area has become too expensive for Swiss asset manager under pressure to cut costs
05/06/2017
GAM plans to leave London’s upmarket St James’s
Area has become too expensive for Swiss asset manager under pressure to cut costs
05/05/2017
Dutch trust company operator TMF again eying IPO
The company issued a similar statement in 2016 naming Goldman Sachs as adviser, but an IPO never materialised.
05/05/2017
Estera marketing team shortlisted for prestigious awards
The Citywealth Brand Management & Reputation Awards are due to be held in London on 15 June.
05/05/2017
Nordea Private Bank Shutters Zurich Office
The reasons for the closure are rising regulatory and IT costs in Zurich
05/05/2017
J.P. Morgan Renew Major Sponsorship At Lord's
J.P. Morgan has an option to renew further upon Lord’s being allocated matches in future years
05/05/2017
Close Brothers merchant bankers has acquired a legal loans provider
Close Brothers itself has been operating since the 1870s when it was setup by William Brooks Close to provide farm mortgages to Iowa farms as well as financing Alaska’s first railway line.
05/05/2017
Intesa Sanpaolo Profit Rises as Wealth-Management Fees Climb -- Update
The bank's shares rose 2.8% to EUR2.84 in afternoon trading.
05/04/2017
HSBC Sees Profits Fall
In February the London based but Asian centric bank, reported a much worse than expected set of full year results for 2016, marred by hefty writedowns and costs from its restructuring efforts.
05/04/2017
"UBS SmartWealth"
The film by Publicis London depicts the moments behind significant numbers in a man’s life, from birth to present day and beyond.
05/04/2017
Profile: Rathbone's Glasgow boss on the road to £1bn
The firm’s move into Scotland’s second city followed rapidly on the heels of a major expansion in north east England, with the opening of an office in Newcastle.
05/04/2017
HSBC finance chief attacks accounting rule changes as bank’s profits leap 12%
This is a good set of results
05/04/2017
7IM reports tenth year of consecutive AuM growth
The firm also posted a 24% increase in the AuM on its platform but lost £340m of assets as a result of its decision to stop running institutional money.