07/04/2013
Oldest French-Swiss private bank bulks up with merger
The oldest private bank in French-speaking Switzerland to offer a variety of investment funds alongside its traditional wealth management services.
07/04/2013
The STEP Private Client Awards highlight excellence among private client solicitors/attorneys
07/03/2013
Arbuthnot Latham expects to receive its full Dubai banking licence next month and is eyeing further international expansion to boost growth.
07/03/2013
The FCA will be delving deep into the firms they are supervising to better understand the market and understand fully the end to end process that a customer experiences.
07/03/2013
Very few agents can go toe to toe with Beauchamp Estates on sheer net-worth-per-client.
07/03/2013
This lack of demand for the funds’ shares has left them trading on wide discounts to the underlying value of their portfolios,
07/03/2013
Following news its Paris-based fund selection chief was leaving
07/03/2013
Despite a sharp sell-off over the second half of the period Liontrust has reported net inflows of £302 million in the three months
07/03/2013
Seven Investment Management has started a programme of bringing solicitors, financial planners and accountants together
07/03/2013
Figures show that charities claimed £3bn and donors claimed £1.09bn, including £510m from inheritance tax and £40m in payroll giving
07/02/2013
Over 70 cyclists, including staff from IW&I and their guests, are participating in the ride which will cover all five Ashes Test grounds in five days in mid-July. The target is to raise £200,000 in total.
07/02/2013
Keeping on top of overheads and investing in technology, particularly “bespoke” software, had also improved the firm’s financial performance,
07/02/2013
The fact that they died in such tragic circumstances while trying to help others less fortunate
07/02/2013
The European Parliament narrowly rejected proposals to ban fund managers from receiving bonuses amounting to more than their annual salary
07/02/2013
Independent financial adviser Chase de Vere has posted a £11.6m loss for 2012
07/01/2013
The Government is this week expected to ask Rothschild to advise it on separating RBS into a good bank and bad bank.
07/01/2013
he wealth management firm said it planned to develop its workplace pensions business to increase its market share
07/01/2013
Wealth Manager broke the news that Deutsche Asset & Wealth Management is readying a sale of its regional network and the bulk of the former Tilney business that it acquired in 2006.
06/30/2013
Despite challenging global economic conditions, the ultra wealthy in France, Italy, Germany and Switzerland are getting wealthier and growing in numbe
06/30/2013
Swiss-based Syz & Co Group, encompassing the three business lines of private banking, institutional asset management and Oyster Funds