12/06/2018
Barclays, which has around 300 employees across private and investment banking in Switzerland, plans to add six to 10 relationship managers, the money-earners who attract and serve customers in wealth management, in the year ahead.
12/05/2018
The training is delivered via a combination of face-to-face, e-learning, webinars, audio presentations and reading packages.
12/05/2018
Vanguard, which manages $5.3tn in assets internationally, is the world's second biggest asset manager.
12/04/2018
Working with Pacific Asset Management, who have built the solutions from an operational, regulatory and technology perspective, the dVAM range of funds represent the “next chapter in deVere’s ongoing success story.”
12/03/2018
At the start of the 2017 financial year, the board set itself three medium term financial aspirations: funds under management of greater than £5bn, revenues of £75m per annum and underlying EBITDA margin of 20 per cent on revenue.
11/30/2018
Commenting on his firm's use of the vehicles, Mohsin Bukhari, head of investment research at Carrington Investments, said the group only adopted passive investments at the start of this year, as they predominantly used active managers in the past.
11/29/2018
Clients of Cheltenham-based Eastgate, will be serviced from Quilter Private Client Advisers’ Birmingham office, while Holdaway Johnson, based in Surrey, will be aligned to the London office.
11/29/2018
Hamburger Sparkasse, Oddo BHF, and Berenberg log a decade or more in the top 10 as ranked by Elite Report.