07/03/2017
UBS is reducing the number of booking hubs for its cross-border business to three countries -- Switzerland, Germany, and the U.K. -- from about 10 at present. European onshore businesses will be integrated in the bank’s new continental hub for wealt
07/03/2017
UBS has an unrivalled regional footprint
07/03/2017
Our national presence is continuing to grow as our portfolio of advisory businesses expands.
07/03/2017
Integration of the two businesses will start in August.
07/02/2017
The FTSE 100 company acquired Henley Group in 2014, enabling it to service the British expatriate market in Hong Kong, Singapore and Shanghai.
06/30/2017
Key to the change, which resulted in some fund manager redundancies, was the claim the move to more automated strategies would help lower charges on the products.
06/30/2017
Our new brand reflects our ambition to create quality, value and growth for our clients and other stakeholders.
06/30/2017
European Wealth had originally entered into exclusive talks to buy the firm, but that eventually fell through.
06/30/2017
Cliff has also ended his link with Neptune and it is not known whether he has taken up another post in the industry.
06/30/2017
Abberley noted that growing revenue and building operational efficiency will also be a central focus.
06/30/2017
Around a hundred bankers, lawyers and economic advisors took part.
06/29/2017
Previously the unit offered a separate, stand-alone service to wealthy clients.
06/29/2017
Assets under management rose 41% to £819 million, while headcount rose from 90 to 112 over the year.
06/29/2017
Harwood is growing through a mix of both organic growth and acquisitions.
06/29/2017
Wealth management assets climb £49bn in a year
06/29/2017
Simple, automated and real-time integration with other B2B and B2C applications
06/29/2017
The firm has previously set its sights on £1 billion of assets.
06/27/2017
Tavistock said it has expanded its fund range following demand from clients for asset-specific portfolios.
06/27/2017
More than half of the wealth managers failed to provide a breakdown of costs even after SCM Direct pressed them for further details.
06/27/2017
In April Frenkel Topping, which specialises in advice on clients who have had personal injury pay-outs, put itself up for sale.