03/01/2019
Profits Rise at J. Safra Sarasin
The solid performance of 2018 is a testament to the consistent revenue generation of our core business and the prudence with which we manage the Group at all times.
Wealth and Asset Management
03/01/2019
Whistleblower recalls fear of tracking UBS bankers at Roland-Garros
Stéphanie Gibaud’s evidence helped to hit Swiss bank with €4.5bn fine over tax dodge
03/01/2019
Man Group's performance fees plunge as assets slip in 2018
Results for the financial year ended 31 December 2018
02/28/2019
Nedbank Private Wealth International Named As One Of Britain's Best Companies To Work For
We exist to protect our clients, advise them with integrity and make their lives easier, and we appreciate that a fully engaged workforce is crucial to achieving this.
02/28/2019
St James’s Place to buy Dublin investment firm
Ftse 100-listed wealth management firm acquires business for less than €12m
02/28/2019
Newcastle-based wealth management firm appoints Richard McEvoy
Richard’s main responsibilities will be in the areas of policy, credit analysis, sanctioning and project management, with support to the growing business at Tier One Capital.
02/28/2019
Hampden & Co gets connected with new digital service
In December, Hampden & Co, which also has a London office, became one of a group of UK banks to be selected for the £275 million Royal Bank of Scotland incentivised switching fund
02/27/2019
VAM Funds signs new discretionary funds management agreement with Sanlam UK
This will be effective from 1 April 2019, subject to regulatory approval.
02/27/2019
St. James's Place asset boost drives 9 percent rise in operating profit
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
02/27/2019
Fairstone adds £200m FUM through latest acquisition
Via DBO programme
02/27/2019
Walker Crips blames Brexit for gloomy profit warning
Commentators expect other asset managers and platform firms to report similar woes
02/26/2019
UBS Forecast Has S&P 500 Climbing to a Record by June
The index recently traded close to 2,805, about 4 percent below the record 2,930 reached in September.
02/26/2019
House Prices Will Fall a Further 7pc: UBS Survey
While credit availability remains the top concern for investors, sentiment toward house prices is unlikely to become more negative without an additional catalyst like a policy change, spike in unemployment or a global downturn.
02/26/2019
Top Liechtenstein Bank Announces Launch Of Institutional-Grade Cryptocurrency Exchange
DLT Markets provides institutional clients with automated multi-exchange access
02/26/2019
Standard Chartered plans cost reduction as private banking loss widens
Compared to last year, wealth management income increased 2% to $305m while retail products income increased 5% to $211m.
02/26/2019
Ascot Wealth Management win Professional Advisor of the Year
The award highlights their exceptional advice processes and commitment to client care.
02/25/2019
Julius Baer eyes wealthy clients in Russia with local entity
Plans are on to hire six to eight relationship managers in this regard and win business in locations far from Moscow.
02/25/2019
Acquisition helps Rathbones assets reach £44bn
Wealth managers have had a difficult period.
02/25/2019
Economic Perspectives by Ruth Lea CBE
In this Perspective Ruth Lea, Economic Adviser to the Arbuthnot Banking Group, discusses the latest UK data
02/25/2019
M&G rolls out sustainable multi-asset fund
Fund will use an exclusionary ESG process and invest up to 20% in impact assets