01/15/2019
ZEDRA adds new Zug office to Swiss network
It is expected that the three offices will work closely together, with company registration, accounting and legal services all eventually available from the new location.
01/15/2019
It is expected that the three offices will work closely together, with company registration, accounting and legal services all eventually available from the new location.
01/15/2019
The report uses findings from Publisher's 2018 Wealth Managers Survey and 2018 IFA Survey.
01/15/2019
A good client relationship will outlive bad market performance
01/14/2019
The initial consideration for the acquisition is £900,000 in cash, funded from AFH's existing cash resources.
01/14/2019
The buyback programme is an effort to reward Credit Suisse shareholders who had been with Thiam during the revamp.
01/14/2019
Some clients have been ditched because of their questionable antics
01/11/2019
Lawsuit is latest legal front in expanding scandal over Cum-Ex
01/10/2019
Balanced and growth funds aimed at expat investors and their advisers
01/10/2019
Switzerland is home to roughly ten Crédit Agricole trading employees.
01/08/2019
For the last few months, the company's been profitable.
01/07/2019
“I look forward to working with our new colleagues and deepening our wealth management presence in the North West.”
01/07/2019
Mattioli Woods said its profit outlook for the year remains in line with management's expectations
01/07/2019
‘Given the success of the current arrangement, I believe the group retaining a minority interest in the joint venture offers the optimal structure for all its stakeholders,’ chief executive Ian Mattioli said in a statement.
01/07/2019
Mr Girling had completed a full management buyout of the company last year.
01/07/2019
REYL & Cie was selected by an independent judging panel and members of the PBI Editorial team.
01/07/2019
Many large banks, including Deutsche Bank, Goldman Sachs and Morgan Stanley are set to move hundreds of workers each after March this year.
01/04/2019
Europe's lenders have been slower than their US peers to deal with the fallout from the 2008 financial crisis
01/04/2019
Global consultancy firm Aite Group outlines the 10 trends it expects to see in wealth management this year.
01/03/2019
The SMP Partners’ Length of Service Awards recognise employee dedication, expertise and commitment and were presented at the firm’s Christmas party
01/03/2019
Its first published figures revealed an adjusted EBITDA loss of £3.66m for the year to April 30, 2016.