03/20/2019
2 Kingsway in Cardiff Welcomes St. James’s Place Wealth Management
The letting to St. James’s Place Wealth Management follows Monzo agreeing to occupy the first and second floor of 2 Kingsway.
Wealth and Asset Management
03/20/2019
Simple holding company: Most used structure by Saudi families and HNWIs
The whitepaper titled “Jersey – A Clear Choice for Saudi Investors” examined the various approaches sought by investors in structuring inbound and outbound investments
03/20/2019
Lombard International's new business premiums hit €5.1bn
They highlight the company’s commitment to continually enhancing its wealth solutions and service capabilities, to drive sustained growth over the long term.
03/20/2019
C Hoare opens first regional office in 350 year history
In September the bank appointed former head of Barclays' personal banking and Barclaycard units Steven Cooper as its new chief executive, replacing David Green.
03/19/2019
Ex-Brown Shipley Edinburgh boss Graham Auld dies
'Graham will be remembered fondly by all those colleagues who worked with him for his colourful personality that shone through in everything he did.
03/19/2019
Asset management: inside the scandal that rocked GAM
A bitter dispute has provoked the departure of chief executive and a star fund manager
03/18/2019
Wealth managers must embrace chat applications to engage with clients
Consequently, wealth managers should focus on other communication channels.
03/18/2019
UBS AM completes acquisition of Milan business campus
The entirety of this transaction was wholly executed by REPM’s Customized Clients Solutions team
03/18/2019
LGT Acquisitions Help Boost Profit
LGT is confident that with its internationally broad-based business and strong position in well-diversified client markets and asset classes, it will continue to achieve profitable growth in 2019 even under uncertain market conditions.
03/18/2019
Swiss Spring Market update
Profitability and revenue multiples increasingly an adopted metric for valuation
03/18/2019
Defensive Capital Fund wins Lipper Fund Award
Based on Lipper’s quantitative, proprietary methodology, the awards reflect a truly independent and uncompromised assessment of fund performance.
03/18/2019
New private client and fund administration group has launched
The new business, which is headquartered in Guernsey, employs 160 people across the five jurisdictions.
03/15/2019
Nutmeg cuts six directors from board
The reshuffle will leave eight members on the Nutmeg board.
03/15/2019
Wealthy millennial women are more likely to defer to their husbands on investing
The reasons given ranged from a belief that their partner knew more about the topic, to active discouragement from their spouse to take an interest.
03/15/2019
UBS Global Wealth Management president says the future of US citizens is at risk if we don't repair decaying bridges and outdated transit systems
Tom Naratil is co-president of UBS Global Wealth Management and president of UBS Americas.
03/15/2019
UBS CEO in Cash Windfall
The disclosure represents an unprecedented move to transparency over executive pay in Switzerland, where remuneration is a closely-watched topic for top bankers and CEOs.
03/15/2019
Liechtenstein private bank LLB reports fall in 2018 profit
Interest income before expected credit loss rose 8% to CHF158m from CHF145.9m.
03/14/2019
Nordea AM partners with private equity veteran for impact fund
Bolmstrand added that the firm's current client base wanted to see more sustainable private equity projects.
03/14/2019
Lloyds venture faces challenges
It was also revealed in a newspaper article, although not confirmed, that Lloyds would be recruiting 700 financial advisers to be the advisers.
03/14/2019
Wealth Management Firm To Move Into Cardiff Office
The offices have been refurbished to a very high standard and are prominently located opposite Cardiff Castle and it is easy to see why they proved attractive.