06/04/2018
There to defend the interests of shareholders (investors), they are persuading investment managers to reduce their charges.
06/04/2018
Now the founder of Cedar Rock Capital has added a record £43 million dividend payment to his wealth.
06/04/2018
AFH had cash reserves of £23.7m at the end of April, while the amount it is required to hold for regulatory purposes is just £2.5m.
06/04/2018
The bank was privatized in an emergency measure in 2011.
06/01/2018
London-based wealth manager Dolfin has formed a strategic partnership with the advisory group Alexander House Financial Services.
06/01/2018
Jersey has won the award for ‘Best International Finance Centre’ at the WealthBriefing Asia Awards 2018, underlining the jurisdictions reputation as a world-leading international finance centre (IFC).
05/31/2018
UBS Global Wealth Management has published its study into the cost of living around the world.
05/31/2018
Union Bancaire Privée to acquire Luxembourg private bank
UBP has the necessary capacity to further develop the products, services and operations in Luxembourg, while Carnegie can focus on its domestic markets
05/31/2018
The Distribution Fund passed the £100m mark in 2017
05/30/2018
They also were not proposing to charge a performance fee, which Invesco did.
05/30/2018
The firm’s recommended allocation is indeed big compared to other private banks.
05/30/2018
DB Privat- und Firmenkundenbank AG concludes legal merger of Postbank and Deutsche Bank’s private and commercial clients business
05/29/2018
Old Mutual sold single strategy asset management business Old Mutual Global Investors to a partnership of OMGI chief executive Richard Buxton, the senior management team and private equity.
05/29/2018
Tilney’s experience means it is well-placed to offer advice to charities which use the CAF Investment Account and other CAF investment services to manage their investments.
05/29/2018
This approach has the added advantage of preventing inducement across the firm.
05/29/2018
According to the SLA board, it expects there will be capital within the group as a result of the sale and anticipated lower capital requirements.
05/25/2018
The bank probably will move into the new offices at the end of 2020 after what it says will be a careful renovation of the building.
05/25/2018
Hires Wellington Management
05/24/2018
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
05/24/2018
This complements Vontobel’s steady organic growth in wealth management over the past few years and, at the same time, strengthens its position as one of Switzerland’s leading wealth managers.