10/26/2018
Quarterly income within the private banking division stood at £195 million, 11.4% up on the same period of 2017 on asset appreciation, higher lending volumes and increased deposit income.
10/26/2018
Interactive Investor leads the way, acquiring Alliance Trust Savings
10/25/2018
The acquisition marked Rayliant’s first venture into wealth management after years of institutional focus.
10/25/2018
Services run by Rothschild’s trust business include creating and administering structures that hold all of a wealthy client’s assets, from companies and intellectual property to art collections and aircraft.
10/25/2018
Flows into Quilter Investors rose 10% to £4.3 billion.
10/25/2018
UBS delivered strong third-quarter results with reported profit before tax (PBT) up 37% year over year (YoY) to CHF 1,668m and adjusted PBT up 15% to CHF 1,733m.
10/24/2018
No two family offices are the same.
10/24/2018
Bank expects to be profitable for the full year for the first time since 2014
10/24/2018
“Americans living and working in France, particularly High Net Worth Individuals, are facing an increasingly complex tangle of regulatory and reporting requirements.”
10/24/2018
Quilter Life Assurance, which saw outflows of £1.5bn, was the main detractor, with all other divisions recording positive flows.
10/23/2018
The city mayor’s tribute came as Mattioli Woods threw open its doors to media representatives for the first time following completion of its switch from Grove Park, Enderby.
10/23/2018
Lloyds and Schroders see significant growth opportunities in the financial planning and retirement market and the JV will aim to become a top three UK financial planning business within five years.
10/23/2018
All teams at GAM remain focused on working with its clients. During October 2018, so far, GAM has seen an improving flow trend with net outflows diminishing.
10/23/2018
Online stockbroker reports near-50% jump in retail customers over the past 12 months.
10/23/2018
“These asset managers do not need to develop their own IT platforms if they have access to fully serviced, industry leading software solutions."
10/23/2018
This concerns all of the Luxembourg investment funds of the Carnegie Investment Bank in Sweden and Denmark.
10/23/2018
Generali Worldwide was named Best International Employee Benefits Provider. CEO Giorgio Daboni was delighted to have won in such a tightly contested field.
10/23/2018
We have delivered this continued growth despite both tough comparatives and a more challenging environment for the industry, once again demonstrating our resilience in these market conditions.
10/22/2018
Wealth management and advisory services firm changes hands
The deal is part of Banca Generali’s wider private-banking growth strategy launched with a view to strengthening the Bank’s range of services and its distinctive asset management and advisory expertise.
10/22/2018
The new branch will provide tailored investment advice, drawing on external financial planning expertise when required and working together with clients to create strategic long-term plans.