01/25/2018
UBS snaps up rival's Lux-based PB business
The deal, which was done through its subsidiary arm UBS Europe SE, is designed to bolster UBS’ presence in the Nordic region.
01/25/2018
This result, combined with positive investment returns, increased funds under management by £15.4bn to £90.7bn, up 20%.
01/24/2018
The opening of Vistra Sweden marks a milestone for the firm as they take their first step into the Nordic region.
01/24/2018
Brooks also highlighted the impact of investment in preparation for Mifid II and GDPR.
01/24/2018
This could mean around 50 per cent of the investments made last year do not qualify in 2018.
01/23/2018
The group's performance translated to an increase in pretax profit from £0.1 million to £0.7 million, with the group recommending a final dividend of 2.24p.
01/23/2018
The board of WH Ireland has always taken a prudent stance in regard to the company`s regulatory capital requirements
01/23/2018
Swiss private bank to target Northern Ireland's high-wealth individuals
The renowned private banking group, whose origins date back to 1890 (it has been in London for 50 years and Dublin for nearly 20), confirmed it is opening hubs in Belfast as well as Manchester, Leeds and Edinburgh.
01/23/2018
Italian wealth managers respond to new regulations and millennials
Technology change is generating demand: simple products through new digital channels.
01/23/2018
Wealth Club announced today its acquisition of Clubfinance, the execution-only discount broker.
01/23/2018
SYZ Asset Management has been dedicated to the UK market since 1999.
01/22/2018
UBS said its American wealth management business would be merged with its international wealth management division with effect from February 1.
01/22/2018
It is an honour to accept this award on behalf of ABN AMRO.
01/21/2018
British asset manager to Open Tel Aviv Offices
The only other investment firm at this scale holding offices in Israel is U.S-based Nasdaq-listed BlackRock Inc.
01/19/2018
The banking staff association has already been involved to mediate between employees and the management.
01/19/2018
The Charity Awards provide charities of all shapes and sizes with a window to showcase their efforts and the impact they have made.
01/18/2018
City-based boutique TAM Asset Management has launched an online investment service and signed up its first IFA partner.
01/18/2018
Financial planning firm Symphony has become the latest to enter the growing "robo-advice" melee, launching an online wealth management service to rival competitors such as Nutmeg, Wealthify and Netwealth
01/18/2018
Judging the awards is a two-step process involving a qualitative and a quantitative stage.
01/17/2018
The companies are Independent Advisors (Scotland) and Fergus Muirhead based in Glasgow; City of London's Booth Wealth Management and Rossmore Financial Services in Warwickshire