07/10/2019
FNTC and FNTC America Ltd are both wholly owned subsidiaries of IQ-EQ, a leading investor services group that supports fund managers, global companies, family offices and private clients operating worldwide.
07/10/2019
Charles Stanley’s “higher margin” discretionary service saw funds grow 3.8 per cent, while advisory managed and execution-only funds were flat.
07/10/2019
JTC’s third time in a row ranking as a Tier I firm is reflective of its clear success in the last 12 months since listing.
07/10/2019
Deutsche Bank said last month it planned to hire 300 more relationship and investment mangers for its wealth management (WM) business by 2021.
07/10/2019
One person who’s still making money is that perennial rainmaker Charlie Hoffman, for a long while now the talisman at HSBC Private Bank, who retains his place in our top ten.
07/09/2019
The report, which analysed the wealth of the world's richest people, found that their total wealth fell by around $2 trillion US dollars (£1.6 trillion) in 2018
07/09/2019
Real estate experts pondered the pros and cons of property investing at our most recent debate.
07/09/2019
Supportive central banks sweetened the second quarter for investors but late cycle risks remain.
07/08/2019
This is a restart for Deutsche Bank – for the long-term benefit of our clients, employees, investors and society.”
07/08/2019
The country’s touting the fact that there’s no minimum investment requirement
07/08/2019
The private client advisory firm, focused on ultra-high net worth individuals and families, now offers a comprehensive wealth advisory, investment management, lending solution and tax reporting service to US persons and green card holders residing outside
07/08/2019
The conference, entitled ‘Beyond Boundaries’, will explore key issues shaping the funds sector, including the increasingly global outlook of fund managers, shifts in regulation and distribution, and the rise of the alternatives sector.
07/08/2019
We experience a further deceleration in growth this will be the third month in a row of negative growth and the pressure will mount on the Bank of England to react.
07/08/2019
UBS has launched a digital service for its ultra wealthy clients, allowing them to view all their assets across different custodians and locations.
07/07/2019
The annual ranking took on its current form in 2017, having previously been titled ‘Top 25 Trust Companies’.
07/05/2019
The integration of the bank, formed following Societe Generale’s acquisition of Kleinwort Benson from Oddo & Cie and its merger with Societe Generale Private Banking Hambros in 2016, is expected to be wrapped up around October.
07/04/2019
Firm eyes opportunity in Belfast, as it is ‘one of the UK’s fastest-growing financial services hubs’
07/04/2019
It is working with Rothschild & Co. on the deal, the people said.
07/04/2019
Quilter said in its results for the year to end-December its life assurance business saw net outflows of £2.3bn in 2018, up from £1.6bn in 2017.
07/04/2019
An existing user of Sunrise with an on-premise installation, Charles Stanley upgraded to Sunrise’s SaaS platform, hosted on IBM Cloud, in 2018.