03/06/2019
LGT officially opens its office in Bangkok
Located in the Pathum Wan District, the office will provide investment and wealth management services to the bank's clients across Thailand
Wealth and Asset Management
03/05/2019
MAQS Asset Allocation Monthly - March 2019 - Swinging from fundamental to liquidity drivers
A summary is below
03/05/2019
Lord Rothschild: '2018 was the most difficult and treacherous year since 2008'
RIT Capital Partners results
03/05/2019
WH Ireland to raise capital to bolster capital buffers
New shares in the company would be issued at 45p each.
03/05/2019
WH Ireland seeks £5m to comply with FCA rules
The Directors believe that the Placing is the most cost effective and certain method to raise funds at this time
03/05/2019
WeekWatch
Fortunately, the first two months of 2019 have shown that the risk-reward relationship need not be so unequal.
03/05/2019
VP Bank FY Net Income Down 16.8%
The bank’s cost/income ratio was 75.8% at end-December 2018, versus 64.2% last year.
03/05/2019
"Dry power" and market distortion by Robert Crowter-Jones, Head of Private Capital at Saranac Partners
Dry powder is focused on the amount of investable capital that is available under private equity management which might increase entry pricing or lead to poor market outcomes for investors.
03/04/2019
Julius Baer acquires majority stake in NSC Asesores
NSC Asesores manages client assets of approximately USD 3.5 billion.
03/04/2019
UK-based wealth manager launches new sustainable model portfolio service
The funds will be screened initially to exclude certain industries, followed by a second screen to identify funds which are rated highly on the environmental, social and governance (ESG) scores of their underlying companies.
03/04/2019
ABN AMRO closes the acquisition of Societe Generale Private Banking Belgium
The required regulatory and merger control approvals have been obtained and the transaction was completed on 28 February 2019
03/03/2019
1825 acquires BDO Northern Ireland’s wealth management business
BDO Northern Ireland’s wealth management team specialises in all aspects of wealth planning and support from corporate to personal and trust advice.
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.
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.