01/13/2017
Family office man opens branch for Raymond James
He will be providing a bespoke investment management service for high net worth and ultra-high net worth clients based predominantly in the North West of England.
01/12/2017
Wealth manager’s Irish profits drop 90% in 2015
Gross income in Ireland in 2015 rose to €16.8 million
01/12/2017
We expect to pursue planned growth initiatives in the coming year and continue to prioritise expenditure that enhances our client service and upgrades our infrastructure.
01/12/2017
The purchases were made for a special fund of the German institution.
01/11/2017
Yours for £2.5m: first Royal Albert Hall box to go on sale for a decade
The sale of the box, on the same level as the Queen’s box, was described as 'an extremely rare opportunity
01/11/2017
J. Safra Sarasin Pulls the Plug in Germany
The bank has a little more than 80 people in Germany.
01/11/2017
Top price was a triple estimate record £725,000 for a bustling view of the Independencia market, Lima, in 1843.
01/10/2017
Another Setback for Edmond de Rothschild
The strategy change comes after the bank launched 16 funds in the past year alone dedicated to the British market.
01/10/2017
Merrion's €200,000 minimum investment for wealth clients
Investment firms grapple with rising regulatory costs
01/10/2017
During a second step, tightly knit “pizza teams” worked in 3 factories in Europe and Asia to design and create innovations that would reflect this new client experience.
01/10/2017
Investec W&I launches Solvency II proposition
The company said the service was developed in response to increased demand for cost-effective ways to meet additional reporting requirements
01/09/2017
Total client assets at period end of over £7.5 billion
01/09/2017
Proceeds will be retained for general corporate purposes.
01/08/2017
Investec, the specialist banking and asset management group, had a break clause in the £40 million contract that it triggered shortly after England's 4-0 series defeat in India before Christmas.
01/06/2017
Edmond de Rothschild AM UK retreat sees redundancies
This has resulted in a number of redundancies, including head of UK wholesale Daniel Lee.
01/05/2017
7IM predicts US may provide surprise growth kicker
Economic momentum is a tough thing to stop once it gets going
01/05/2017
BAWAG declined to comment specifically on OLB, but said its financial position allowed it to grow both organically and via acquisitions.
01/05/2017
The unnamed highest-paid got £18.2 million.
01/05/2017
The group's strong capital position ensures we can support growth and investment while continuing to meet all regulatory requirements.
01/03/2017
The merger will build upon the relationship that has existed between the Rothschild and the Maurel families for three generations.