08/16/2012
The national wealth manager has historically been opportunistic in expanding its regional presence, such as when it opened its Liverpool office in August 2010 on the back of acquiring a local employee benefits firm.
08/15/2012
Included in the squad will be Harlequins and England captain Chris Robshaw and fellow internationals Mike Brown, Ugo Monye, George Robson and Nick Easter.
08/14/2012
The firm currently holds assets on Cofunds, Fidelity FundsNetwork, Stocktrade, Alliance Trust and James Hay.
08/13/2012
The deal will see $84 billion in assets under management and more than 2,000 employees transfer to Julius Bär, which will now be operational in several new markets, including Luxembourg, Spain, India and Ireland.
08/13/2012
Net new money inflows at Group level were CHF 0.9 billionfor the first six months of 2012, up from the CHF 0.6 billion reported in the first half of 2011 and a significant improvement on the net outflows
08/12/2012
Analysis by the FSA before it launched its review suggested consumers were losing £43m a year because of advisers, driven by commission, encouraging them to switch pensions.
08/12/2012
After the two countries struck the tax deal in April, some Swiss bankers advised clients to transfer funds to Singapore or elsewhere before it was enforced, according to a German media report.
08/12/2012
Earlier this year HSBC shut down its in-branch financial planning arm, resulting in the loss of 550 adviser jobs. The bank still offers investment advisory services for “Premier” customers with about £150,000 in investable assets.