02/21/2018
Digitalisation is becoming increasingly important in all our core activities and is facilitating a data-driven approach, creating opportunities to enhance our wealth management proposition for both private and institutional clients.
02/20/2018
The changes went into effect this month.
02/20/2018
He was also awarded 4 million pounds worth of shares in a long term incentive plan
02/20/2018
UBS Germany had posted losses for a dozen years, with a pretax loss of 71 million euros in 2016 as the last of that series.
02/20/2018
From the initial applications the judging panel will select a shortlist of charities that will then be required to pitch their proposed project.
02/20/2018
BGL BNP Paribas to acquire wealth management and insurance firm
“In Luxembourg we do not see possibilities to increase to the scale necessary.
02/19/2018
As wealth is passed between generations, advisers must adapt to their new target group and adopt the right technology
02/19/2018
The deal will see Sanlam UK acquire Grennan Adviser Ltd’s book of clients and £60 million of assets under management.
02/15/2018
Vistra Solidifies Presence in Ireland with new Acquisition
Through Vistra Alliance, Vistra has developed a strong ten year relationship with the team and we have seen first-hand that Ireland has become a key jurisdiction for inward investment.
02/15/2018
Deutsche Bank to sell Cayman, Channel Island ops
The transaction is expected to close in stages during 2018
02/15/2018
Invesco acquired index fund business PowerShares in 2006, which currently manages $139 billion of assets.
02/14/2018
Regional Stars Awards 2018: North shortlist revealed
We reveal the five offices to make the North of England shortlist in our annual regional wealth manager awards.
02/14/2018
The group said it would propose a reduced dividend of 0.25 francs per share, compared to 0.70 francs in 2016 and average expectations for 0.28 francs amongst eight analysts polled.
02/14/2018
Seven Investment Management has launched a retirement planning service to help advisers in the UK look after clients at, and nearing, retirement.
02/14/2018
Old Mutual now has more than 50 advisers across the advice arm after completing five acquisitions in 2017.
02/14/2018
Wealth should bring opportunity, not conflict. Read our tips for maintaining family harmony while managing your finances.
02/14/2018
Banks have responded by building EAM arms to cater to the niche in Switzerland, and UBS and Credit Suisse are among the biggest players.
02/13/2018
Retail banking is the heart of Crédit Agricole, and the group really wants to develop in markets that are really close to its own culture and geographical reach, so going to Greece was a bit far away.
02/12/2018
French group reports strong profits growth and raises 2020 targets
02/12/2018
Various reports cited London as a money laundering haven, but the UK Government was conspicuously silent on the issue, turning a blind eye as millions of dollars poured in.