08/19/2021
The sector is estimated to have about $110tn in assets under management. For decades, it has enjoyed material growth in AUM and profits supported by global growth, rising financial markets, and an increasing population of savers.
08/18/2021
Following the initiative's soft launch a year ago, Black Interns Matter now has Black Interns Matter Access, the Black Vacation Scheme and Black Lawyers Matter Mentoring.
08/17/2021
Big banks, which have gathered huge levels of deposits during the coronavirus pandemic, are seeking ways to bring down costs associated with their large, complex distribution networks
08/17/2021
In contrast to our competitors, sustainability is also the new standard for VP Bank’s interaction with advisory-only clients and not just our discretionary mandates.
08/17/2021
Tilney Smith & Williamson is preparing a move to new headquarters in 2022 as the combined group reported soaring profits and revenue for the first half of the year.
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.