03/04/2018
Wealth management firm seeks new talent
The company, currently manages around £200 million in client assets and offers excellent opportunities for progression.
Wealth and Asset Management
03/04/2018
Asset managers pay £34m compensation for overcharging investors
The fund houses, which have not been named, have made the move to reimburse investors in the wake of a landmark investigation by the FCA
03/02/2018
AFH has £24m to spend on acquisitions
"As at 1 March the company had cash balances of £24m. The directors remain confident that the group is well positioned to take advantage of market opportunities as they arise."
03/02/2018
How Swiss Banking Turned on Pierin Vincenz
He Took on Industry Titans
03/02/2018
Credit Suisse Private Bank Bonuses Said to Outpace Rest of Firm
The lender, which in 2016 awarded 3.09 billion Swiss francs ($3.26 billion) in incentive pay, is in the final stretch of a restructuring plan to focus on managing money for ultra-high net worth individuals.
03/02/2018
Nikko Asset Management debuts first global corporate brand campaign
Before stepping onto a global stage, one of Asia’s largest asset managers had to distill a list of brand attributes—and find an agency willing to create the work in Japan.
03/01/2018
Schroders defies gloom for active managers with £9.6bn net inflows
Schroders defies gloom for active managers with £9.6bn net inflowsFocusing on the longer term, we have continued to see good progress in a number of key strategic areas, with the expansion of our investment capabilities in private assets, an improve
03/01/2018
Schroders reveals what it paid for C Hoare's wealth arm
The board is recommending a final dividend of 79p bringing the full year dividend to 113p per share, up 22% from 2016.
03/01/2018
GAM posts pre-tax earnings beat
Net fee and commission income increased 16% to CHF 547.7 million due to higher management and performance fees.
02/28/2018
Jupiter Fund Management FY17 Pre-tax Profit Rises - Quick Facts
Net revenue for the year increased 17 percent to 409.5 million pounds from 351.4 million pounds last year.
02/28/2018
Cashiered? - St. James’s Place
The Bank of England, which has been issuing notes since the late 17th century, has sought to keep them modern, introducing plastic versions and slowly offering a greater diversity of notables on their surface, most recently Jane Austen.
02/28/2018
Valartis Group expects a significantly lower annual loss
The course of business in fiscal year 2017 was generally pleasing, and the restructuring measures in the Group had a positive effect.
02/28/2018
Personal touch helps St James Place to beat forecasts
We are now represented by 3,661 qualified advisers across our Partnership businesses
02/28/2018
Jardine Lloyd Thompson revenues, profit grow
Underlying profit before tax rose 11% to £191.5m, thanks in part to favourable foreign exchange movements.
02/28/2018
J. Safra Sarasin annual net profit jumps 25%
Group net profit jumped by 25.1% to CHF 315.3 million for 2017 from CHF 252.1 million in 2016.
02/27/2018
UBS upgrades France growth forecasts
GDP expected to increase 2.2% this year
02/27/2018
Ultra Wealthy Are Being Lured to Italy by Low Tax Rates
Finance Ministry’s Pagani says 150 people show interest
02/27/2018
Top 25 Finish For Nedbank Private Wealth And Nedgroup Trust
This is particularly pleasing to see during the protracted period of strong business growth that we have been experiencing.
02/27/2018
AFH buys Hertfordshire IFA in fourth deal of 2018
In the first two months of 2018 alone, this is the fourth acquisition AFH has made
02/27/2018
Fairstone acquisition of Cheshire IFA 'first of 10' in 2018
Hammond McNulty deal adds £50m FUM