02/06/2020
The leadership crisis is engulfing the lender as tensions between the two men worsen following a spying scandal that dented the bank’s reputation and prompted questions about governance at the top of the bank.
02/06/2020
UBS Global Wealth Management retains the top spot; JPMorgan is a standout, too.
02/05/2020
AFH is listed on the Alternative Stock Market (AIM) and since joining that market in 2014, has acquired 50 advice firms.
02/04/2020
Revenue up 3.8% to £30.3m (1H19: £29.2m)
02/04/2020
Average rents across the UK rose by 3.5 per cent to £953 in the 12 months to December 2019, according to the HomeLet Rental Index.
02/03/2020
The acquisition is subject to regulatory approval and is due to be completed in the first quarter of 2020.
02/03/2020
Quilter Cheviot acts as the investment adviser to the fund
02/03/2020
Presentation of the 2019 full-year results for the Julius Baer Group
02/03/2020
It is estimated that there are about 5,300 single-family offices, of which three-quarters are in North America and Europe.
02/03/2020
Wealth manager plans to axe benefits such as cruises after criticism over incentives
02/03/2020
The deal bolsters the adviser's London office as it sets its sights on a pipeline of acquisitions for the coming year.
02/03/2020
Thanks to the turmoil in the lead up to Brexit, recruitment of permanent back office staff by investment firms took a hit last year.
01/31/2020
As at the end of 2019, Deutsche Bank had recognised 70% of the anticipated cumulative costs to achieve its transformation strategy between 2019 and 2022.
01/31/2020
It will add a new functionality on its platform to help those who want to follow a “more independent path”, the firm stated in its results.
01/31/2020
The awards, announced in London on Wednesday 29 January 2020, recognise outstanding achievements in Estera’s Bermuda and Cayman Islands offices as well as the expertise of the firm’s team in Luxembourg.
01/31/2020
Nutmeg has today announced that it is the first digital wealth manager in Europe to reach £2bn (€2.34bn) in assets under management (AUM) on the back of 41% year-on-year growth.
01/30/2020
Our advisers continued to work hard in supporting clients through a difficult environment, resulting in strong retention of client investments throughout the year
01/30/2020
Altaira’s investment strategy is also a collaborative effort with Dolfin, which provides regular research and ideas to the Altaira investment team.
01/30/2020
According to the report, key trends shaping today’s wealth management industry include: data and analytics, digitalization, customization, operational efficiency and client relationships
01/29/2020
Strong fourth quarter performance from International with gross flows of £0.8 billion (Q4 2018: £0.5 billion).