11/01/2017
Thesis AM On Acquisition Trail As It Snaps Up Cambridge Fund Managers
Thesis' Acquisition Strategy Is Driven By A Management Buy-out In June
Wealth and Asset Management
11/01/2017
Standard Chartered - Regulatory changes weigh on bland results
Income growth has returned this year, albeit disappointingly modest, and provisions for bad loans have declined dramatically
11/01/2017
BTG Pactual has no plans to cash in $300 mln EFG gain
The BSI deal helped EFG nearly double in size to compete better in Switzerland’s crowded private banking market.
11/01/2017
Brooks Macdonald to provide DFM services to Generali Worldwide clients
The investments will be held in segregated accounts, of which the asset manager will be the custodian.
10/31/2017
London Not A Threat For Thesis AM Guildford
There Are Plenty Of Wealthy People Outside Of London Who Want A Local, Convenient Service
10/31/2017
Coutts Launches Offset Select Mortgage
Borrowers can elect to use up to 10 multi-currency deposits held by a Coutts-banked family member, or connection
10/30/2017
HSBC revenue growth exceeds expectations
The bank has risen some 24 percent this year.
10/30/2017
Concierge service orders £40m share sale
It has more than 45 corporate clients from private banks to premium payment card companies.
10/30/2017
ING Unveils New Branch Concept That “Feels Like Home”
The Client House Has A Community Wall, Where Local News And Events Can Be Announced
10/30/2017
Standard Life Aberdeen faces $10bn in withdrawals since merger
Its record over the first nine months of the year is also worse than any other European-headquartered asset manager, the pair found.
10/30/2017
St James’s Place announces fund shake-up
Wealth manager St James’s Place has announced a shake-up of its fund range. A new fund investing in Japanese equities, and a Global Growth fund, are to be launched. The Japanese fund will be managed by Yoshihiko Ito of Nippon Value Investors, base
10/29/2017
Meet the millennial millionaires: Coutts embraces video gamers
Venerable bank moves beyond royals and aristocrats to target twentysomething eSport players raking in a fortune
10/29/2017
AllBright is launching a private members club for female founders
AllBright is now setting up a private members club called "The AllBright" for working women.
10/29/2017
UBS to move 250 London staff because of Brexit
Number expected to be lower than 1,000 initially feared
10/27/2017
Old Mutual International wins 16 awards
International Investment’s International Fund & Product Awards attracted a record number of applications this year
10/27/2017
UBS beats expectations with 16% rise in Q3 pretax profits
UBS confirmed as Diversified Financial Services and Capital Markets industry group leader by Dow Jones Sustainability Index for third year running
10/27/2017
RBS Private Banking Q3 2017 Results
An operating profit of £66 million, £16million, or 31%, higher than Q3 2016. Adjusted operating profit of £69 million was £15 million, or 28%, higher than Q3 2016.
10/27/2017
UBP Launches New Sovereign Bond Strategy
UBP Has Added To Its Emerging Market Fixed Income Capabilities With The Launch Of Emerging Market Sovereign Bond
10/27/2017
OMGI makes research payment decision as deadline looms
External research remains of the utmost importance to our business.
10/27/2017
UBS profits jumped 14% driven by asset and wealth management, but the bank sees risks ahead
UBS still sees risks which could keep clients from trading.