08/17/2021
Days May Be Numbered for the World’s Oldest Bank
After performing poorly in a stress test, Monte dei Paschi di Siena, founded in 1472, could be swallowed by UniCredit.
08/17/2021
Wealth management firm Raymond James has announced the launch of a new branch in Cheltenham.
08/16/2021
Clifton Asset Management announces acquisistion
Clifton also has two firms at heads of terms stage going through the due diligence process and a number of others close to that stage as well.
08/16/2021
Ocorian enhances presence in Guernsey with acquisition
This acquisition enhances our ability to provide a comprehensive service offering to private clients and international corporates in Guernsey alongside our existing strength in fund administration.
08/16/2021
Matthew Fleming on helping families prepare their next generation
08/16/2021
The transactions appear to have been made in sums of between £100 to £200.
08/13/2021
Apex Group was awarded this honour for its exceptional commitment to Innovation, Quality, Branding Activities, Customer Service & Performance and providing a Robust Financial System globally.”
08/13/2021
Taking advantage of technological innovation will be key for the facilitation of cross-border wealth management advice."
08/12/2021
Swisscanto launches corporate hybrid bond fund
The strategy aims to invest in borrowers with high credit quality and a good ESG profile and to select the most attractive maturities, segments and currencies.
08/12/2021
Jupiter outsources £80m Chinese equity contract
Jupiter has appointed Ping An of China Asset Management to run its Jupiter China Fund.
08/11/2021
Zurich-based private bank EFG, which inherited a significant but difficult Italian business when it took over its Ticinese competitor BSI, reopened its Milan office in 2019 and has been expanding its activities there ever since.
08/11/2021
UK Platform delivers significantly higher flows, supporting the outlook for faster growth and operational efficiency
08/11/2021
We are making progress in executing our strategy to be a personal bank in the digital age serving clients where we have scale in the Netherlands and Northwest Europe.
08/11/2021
Then there’s a joint venture with investment manager Schroders Plc, which has funds of about 14.2 billion pounds ($19.8 billion) and ambitions for more “mass affluent” clients.
08/11/2021
Legal advice to Avon Financial Advisers, based in Wiltshire, was provided by Dan Bisby and Alex Aitken in our corporate team.
08/10/2021
The performance follows strong growth in 2020 and has been achieved against a back-drop of historically low interest rates and wider changes in the UK private banking sector.
08/10/2021
Tavistock Asset Management will retain Titan as investment manager for the MPS.
08/10/2021
Apex Group expands European fund marketing and distribution capabilities with acquisition
This strategic acquisition strengthens the Group’s local presence in Switzerland, supplementing its existing capabilities to serve clients in the wider European market.
08/10/2021
Crestbridge obtains fund administration licence
Today’s announcement regarding, regulatory approval of the fund administration licence further enhances Crestbridge’s established Irish platform and significantly broadens the Irish team’s service capabilities for managers.
08/10/2021
“For us, it’s essential the firms we acquire share our client-centric approach as this is absolutely fundamental to our success.”