08/09/2018
STEP Guernsey Chair Adele Perrot, of Butterfield Group’s wealth structuring team, said the event would showcase Guernsey’s strengths, build stronger awareness of the island, and engage directly with valued contacts in London.
08/09/2018
“Barclays is committed to meeting the needs of wealthy clients and those aspiring to become wealthier."
08/08/2018
Today’s results show a 2 per cent increase in assets under management and administration from 31 December 2017 to £116.5bn, which the company attributes to net flows of £2.2bn.
08/08/2018
The addition of the managed portfolios to the 7IM platform marks the tenth platform through which advisers can access Charles Stanley managed portfolios and was predominantly in response to demand from advisers.
08/07/2018
Assets under administration rose 16% to £91.6bn
08/07/2018
Rebecca Tearle is one of a batch of new, younger recruits the firm is taking on, as it hopes to expand.
08/07/2018
The group also recorded a 2.6 per cent drop in assets under management and administration to £610bn over the six months to end-June.
08/06/2018
A number of money managers running alternatives strategies said they are picking up interest from, and consequently working hard to adapt, to new interest from high-net-worth individuals.
08/06/2018
The Rowan Dartington discretionary fund management business had client assets of £2.1bn at the end of 2017, and to £2.3bn at the end of June 2018.
08/06/2018
The decision to acquire Merit Capital followed the reorganization of Duet Group in to 3 business units.
08/03/2018
The move comes as the firm seeks to establish its new regional headquarters at One Lochrin Square in Edinburgh
08/03/2018
Our growth in wealth management is a sure indication that our clients continue to see us as a reliable and dependable investment house – delivering the advice they need.
08/02/2018
Looking to 2019 and beyond, we will continue to deliver improved profitability, higher returns and growing shareholder value.
08/02/2018
The economy and Norway’s biggest industry are now on the mend after crude recovered to above $70 a barrel from below $30 at the depth of the crisis.
08/02/2018
Ethics is one of the key themes at this year’s conference, and we know that social and environmental impact is a key concern for families.
08/02/2018
This includes, a number of rate-rigging investigations, mis-sellling of certain insurance products, and high fees charged by larger traditional private banks.
08/02/2018
The country’s banks — which include LGT Bank AG and Liechtensteinische Landesbank AG — were required to stop doing business with foreign clients who were unwilling to come clean on their tax affairs.
08/02/2018
Net interest income was down 2.7 per cent to around 1.84 billion euros, while net fees and commissions were flat at 1.99 billion euros.
08/02/2018
UK bank’s earnings buoyed by higher lending margins and cost-cutting
08/02/2018
GAM is committed to ensuring equal treatment of all investors and protection of their interests.