03/21/2019
Phoenix collected the Silver Award in the ‘PR Agency of the Year’ category at the inaugural Brand Management & Reputation Awards in 2016, and the Gold Award in the same category a year later.
03/21/2019
At the Global Wealth Management division, its 100% sustainable cross-asset portfolio tripled in size since its launch in January 2018
03/21/2019
Canaccord Genuity buys wealth management firm
It is expected that the acquisition will be immediately accretive to the Company's adjusted earnings1.
03/21/2019
The Iskander acquisition comes in the same week that Queensgate Investments, a partnership between the Kow Family, Alvarium Investments, Peterson Group and Dilmun acquired four Grange Hotels in Central London in a deal valued at around £1 billion.
03/21/2019
Businesses in the UK, Ireland and Jersey that can demonstrate they are using innovative techniques to help sustain rural communities can apply from today until 14 June here.
03/20/2019
The letting to St. James’s Place Wealth Management follows Monzo agreeing to occupy the first and second floor of 2 Kingsway.
03/20/2019
The whitepaper titled “Jersey – A Clear Choice for Saudi Investors” examined the various approaches sought by investors in structuring inbound and outbound investments
03/20/2019
They highlight the company’s commitment to continually enhancing its wealth solutions and service capabilities, to drive sustained growth over the long term.
03/20/2019
In September the bank appointed former head of Barclays' personal banking and Barclaycard units Steven Cooper as its new chief executive, replacing David Green.
03/19/2019
'Graham will be remembered fondly by all those colleagues who worked with him for his colourful personality that shone through in everything he did.
03/19/2019
A bitter dispute has provoked the departure of chief executive and a star fund manager
03/18/2019
Consequently, wealth managers should focus on other communication channels.
03/18/2019
The entirety of this transaction was wholly executed by REPM’s Customized Clients Solutions team
03/18/2019
LGT is confident that with its internationally broad-based business and strong position in well-diversified client markets and asset classes, it will continue to achieve profitable growth in 2019 even under uncertain market conditions.
03/18/2019
Profitability and revenue multiples increasingly an adopted metric for valuation
03/18/2019
Based on Lipper’s quantitative, proprietary methodology, the awards reflect a truly independent and uncompromised assessment of fund performance.
03/18/2019
New private client and fund administration group has launched
The new business, which is headquartered in Guernsey, employs 160 people across the five jurisdictions.
03/15/2019
The reshuffle will leave eight members on the Nutmeg board.
03/15/2019
The reasons given ranged from a belief that their partner knew more about the topic, to active discouragement from their spouse to take an interest.
03/15/2019
Tom Naratil is co-president of UBS Global Wealth Management and president of UBS Americas.