06/07/2018
Firms open door to MPS expansion
For John White, the CEO of Sanlam UK’s wealth division, the two services are an easy fit, with financial planning the natural starting point for looking after clients.
06/07/2018
Swiss bank Lombard Odier in talks on Saudi partnership
This week the Swiss wealth and asset manager launched its first sharia-compliant investment offering.
06/07/2018
German giant boosts Swiss business and plans further expansion
It also plans further acquisitions
06/07/2018
'While we have decided not to proceed with the acquisition of Newbridge, we remain committed to our strategy and are ambitious to grow both organically and dynamically by acquisition in the US and Europe,' said Marianne Ismail, CEO, EWG.
06/06/2018
The market applauded the performance, with shares jumping by 6.65% to 205.3p by 12.20pm.
06/06/2018
We’re very pleased with the progress that has been made
06/05/2018
Equilibrium managing partner Gaynor Rigby told New Model Adviser® in February that launching the funds created no conflict of interest, but simply improved the firm's efficiency.
06/05/2018
Later, his understanding that markets aren’t self-correcting helped him navigate the thorny markets in the aftermath of the 2008 global financial crisis.
06/05/2018
This acquisition significantly strengthens Julius Baer’s strategic position in Brazil
06/05/2018
Mayfair-based private investment firm expands SME lending
The Fund will operate for three years, and thereafter there will be a 12-month run-off period.
06/05/2018
Firm has signalled it may float on London Stock Exchange in second half of 2019 about 8 hours ago
06/05/2018
I am pleased to report that the team has managed to execute nine deals over the period
06/05/2018
I am now discussing with my lawyers the possibility of suing British customs
06/05/2018
How will you build philanthropy into the DNA of your own family?
06/04/2018
There to defend the interests of shareholders (investors), they are persuading investment managers to reduce their charges.
06/04/2018
Now the founder of Cedar Rock Capital has added a record £43 million dividend payment to his wealth.
06/04/2018
AFH had cash reserves of £23.7m at the end of April, while the amount it is required to hold for regulatory purposes is just £2.5m.
06/04/2018
The bank was privatized in an emergency measure in 2011.
06/01/2018
London-based wealth manager Dolfin has formed a strategic partnership with the advisory group Alexander House Financial Services.
06/01/2018
Jersey has won the award for ‘Best International Finance Centre’ at the WealthBriefing Asia Awards 2018, underlining the jurisdictions reputation as a world-leading international finance centre (IFC).