08/01/2017
This Credit Suisse MD has just launched his own advisory boutique
Wahid spent his entire finance career at Credit Suisse, having joined in 1999 after graduating from Oxford University with BA in Philosophy, Economics, and Politics.
08/01/2017
Wahid spent his entire finance career at Credit Suisse, having joined in 1999 after graduating from Oxford University with BA in Philosophy, Economics, and Politics.
07/31/2017
We plan to bring the products and services offered under these two licences together to simplify our business so we can improve our services to clients.
07/31/2017
UBS has already increased by 10% its staff in this sector in London.
07/31/2017
Headquartered in Switzerland, Schroder Adveq employs over 100 people around the world.
07/28/2017
We're in talks with Vontobel about the sale of the Eastern Europe portfolio.
07/28/2017
Rothschild tops a league table compiled by Dealogic on number of deals advised in Europe in the first two quarters, and is in the top-five of volume of deals.
07/28/2017
Madrid has been seeking to lure global banks after Brexit.
07/28/2017
Net profit: $312.6 million vs. expected $311.3 million, according to Thomson Reuters.
07/28/2017
There is a divergence between the activity levels of wealth management clients versus what we see on the institutional side and it is well explained by the low volatility levels.
07/28/2017
The Coutts US Investment Management Service provides two portfolios – balanced and growth
07/28/2017
Operating expenses were under control at €454m leading to a 2-point improvement in the cost/income ratio, which stood at 49,9%.
07/27/2017
Eastcote Wealth Management will have around 30 staff and £500 million of funds under managament
07/27/2017
Charles Stanley’s total funds under management and administration at the end of June were £24.1 billion
07/27/2017
An advisory board of figures from the investment and SME community will judge entries ahead of the final.
07/27/2017
Profit before tax and exceptional items up 23% to £361.5 million (H1 2016: £293.7 million)
07/27/2017
The number of advisers, who form part of the group’s Partnership network, also grew, rising by almost 4 per cent since the start of the year to just over 3,500.
07/27/2017
"Strong organic growth takes FUM through £10bn; further investment in underlying business."
07/27/2017
A survey published earlier this year from BBH found that some 54 per cent of respondents believed that robo-advice presents an opportunity for their business as opposed to a threat.
07/26/2017
One of the larger parts of the wider Swiss economy, representing 10% of the economy in 2014, with the banking sector representing more than half of the amount.
07/26/2017
In a bid to transform itself from an old-fashioned stockbroker to a modern wealth manager, Brewin has spent the past few years increasing its focus on discretionary fund management.