01/07/2019
Sanlam acquires wealth manager
“I look forward to working with our new colleagues and deepening our wealth management presence in the North West.”
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.
01/03/2019
The shifts to lower fees mean asset managers have had to find other ways to maintain margin.
01/02/2019
The fortune of Mordashov and Vekselberg decreased by 2 billion dollars and 3.2 billion dollars, respectively.
12/31/2018
Ageing populations need immigration not anti-immigration
12/31/2018
It was great to have raised donations in sponsorship for the event
12/28/2018
Strengthening its footprint, Wells Fargo Asset Management (Luxembourg) will establish branches in Frankfurt and Paris as part of its Brexit arrangements
12/28/2018
Wells Fargo makes Brexit plans for its funds arm, following a new banking license in Paris in October
12/23/2018
Clients with assets of £340m to transfer to Tilney, along with 11 staff
12/23/2018
Owning a superyacht brings great rewards but may also bring significant costs, one of which is tax unless detailed tax advice is sought before the yacht is purchased.
12/23/2018
Stonehage Fleming is a highly successful firm with an outstanding, award-winning proposition and a client-centric approach.
12/21/2018
Unibank Privé is actively developing Private Banking in Armenia and expands the range of its services across the CIS countries and Europe.