10/03/2016
Cazenove snaps up London-based private bank
In a note, Schroders stated the acquisition fits with the firm’s strategy of growing its wealth management business.
10/03/2016
New offering comes after integration with Synergy which it bought in February.
10/02/2016
Wealth manager to sell amid losses
Had accumulated losses according to its most recent accounts filed at the Companies Registration Office
09/30/2016
RBS overhaul sees Adam & Co become Scottish ringfence
RBS will transfer most of its existing personal, private, business and commercial customers to Adam Co.
09/29/2016
Be opportunistic, even if it means leaving your comfort zone
09/27/2016
An increasing number of final salary pension scheme members want to cash in their plans, according to Old Mutual Wealth
09/27/2016
Adjusted operating profit up 20% to £200.6 million and adjusted basic earnings per share up 25% to 104.1p
09/27/2016
OLIM's property investment management business was already sold in July 2011 to the management team for £3m.
09/27/2016
Societe Generale expands its private banking offering in Serbia
Societe Generale Srbija’s clients will be served by dedicated staff located in a private banking centre in Belgrade.
09/27/2016
SANNE to lead industry seminars and speaking events across Europe
SANNE will also be leading more seminars and speaking events through to the end of the year.
09/27/2016
Donald Trump’s unpredictability means investors should prepare for macroeconomic shock.
09/27/2016
The same trend of depressed client activity in the second quarter "has continued" into the current period, Mr. Thiam said. Credit Suisse is expected to report third-quarter results on Nov. 3.
09/26/2016
The winning formula for private banks as it was in the past decade won’t work going forward
09/26/2016
The survey revealed that companies are aiming to slowdown recruitment, due to ongoing pressure on margins.
09/23/2016
Retirement planning and the low-interest-rate environment are driving demand for impartial investment advice
09/23/2016
Intertrust completes acquisition of Elian
The combination also enhances the career opportunities available to the combined company`s employees.
09/22/2016
He performed the functions of an analyst and assistant fund manager at Dalton Strategic Partnership.
09/22/2016
This highly popular annual art exhibition provided the chance to buy art work by contemporary artists in support of the national youth charity UK Youth.
09/21/2016
FUM as at June 30 stood at £8.3bn compared to £7.41bn as at the same time in 2015
09/21/2016
The government’s latest proposals for taxing non-doms, and planning for the changes in the run-up to April 2017