05/23/2018
Award-winning wealth manager opens new office
The new office is located in the Turkey Mill Business Park, which is set in 20 acres of landscaped grounds and located half a mile from the town centre. I
05/23/2018
Assets under management at record CHF 401 billion – Robust net new money inflows – Gross margin improvement driven by step-up in client activity – Cost/income ratio (2) inside target range
05/22/2018
A bespoke vehicle for private banking success
Mediobanca continues to demonstrate the expertise and sector-specific proficiency required to flourish at the top end of Italy’s private banking sector
05/22/2018
Longer term, we are confident that the consistent application of our business model, along with our strong customer relationships
05/22/2018
Jersey will not be the last island 7IM hops onto, however.
05/21/2018
Consolidator snaps up law firm’s advice arm
Hudson says the Meritor acquisition will allow AFH to work with Freeths’ clients on financial advice and asset management.
05/21/2018
Just as a rising tide raises all boats, wealth managers were able to capitalize on favourable market conditions in 2017 as a core driver of growth.
05/21/2018
Deal for financial planning and investment assets
05/21/2018
AFH said Freeths had decided to sell the business and focus on its core legal practice due to 'ever-increasing' regulatory demands.
05/21/2018
MD James Bailey said uncertainty has led to an upturn in business
05/18/2018
Helena Morrissey launches gender champions fund for LGIM
It will further rank index companies according to how they perform on these metrics.
05/18/2018
It has become nearly impossible to obtain direct investment advice, without turning to a full discretionary service.
05/18/2018
The move sees it add 150 clients.
05/18/2018
he agreement, which would cost Mr Spencer about £25m, would be the first major investment he has made since sealing the blockbuster £3.9bn takeover of Nex Group
05/17/2018
Investec’s UK specialist bank was the only drag on full-year profit
The UK specialist banking arm — the group’s second-biggest profit generator — suffered a 9% fall
05/17/2018
AJ Bell’s latest interim results are its most profitable as it eyes a premium listing on the London Stock Exchange.
05/16/2018
Coutts: Don't look back in anger & Four is the new 15
Don’t look back in anger
05/16/2018
Lombard Odier IM in high-end funds partnership with Credit Suisse AM
Juan will be supported by Ingrid Nouhaud, Analyst in Lombard Odier IM’s High Conviction Equity team.
05/16/2018
Which firm is advisers' favourite DFM?
Annual Defaqto survey
05/16/2018
Outcome of the Valartis Group AG General Meeting 2018
Endorsement of Group consolidated financial statements, Management’s discussion and analysis and annual accounts for FY 2017