06/07/2018
German giant boosts Swiss business and plans further expansion
It also plans further acquisitions
Wealth and Asset Management
06/07/2018
European Wealth Group backtracks from plan to acquire Newbridge
'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
Shares surge at wealth consultancy as business booms
The market applauded the performance, with shares jumping by 6.65% to 205.3p by 12.20pm.
06/06/2018
Private bank Hampden hails progress
We’re very pleased with the progress that has been made
06/05/2018
Equilibrium funds grow to £500m AUM in first six months
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
George Soros’ radical plan to save the EU from its next financial crisis
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
Julius Baer successfully closes acquisition of Reliance Group
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
Smith & Williamson wants to double Irish arm amid IPO plan
Firm has signalled it may float on London Stock Exchange in second half of 2019 about 8 hours ago
06/05/2018
Harwood spends £11m on deals over six months
I am pleased to report that the team has managed to execute nine deals over the period
06/05/2018
Did UK lose this Russian billionaire's rare treasures?
I am now discussing with my lawyers the possibility of suing British customs
06/05/2018
Future giving Engaging the next generation
How will you build philanthropy into the DNA of your own family?
06/04/2018
Jeff Prestridge: Invesco is putting its financial interests above those of shareholders - it should let 'Enhanced Income' go to the investors
There to defend the interests of shareholders (investors), they are persuading investment managers to reduce their charges.
06/04/2018
Star fund manager Andy Brown adds £43million dividend payment to his wealth
Now the founder of Cedar Rock Capital has added a record £43 million dividend payment to his wealth.
06/04/2018
AFH hunts for bigger IFAs to buy
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
Millions in Baltic Scandal Frozen at Julius Baer
The bank was privatized in an emergency measure in 2011.
06/01/2018
International wealth boutique buys into UK IFA
London-based wealth manager Dolfin has formed a strategic partnership with the advisory group Alexander House Financial Services.
06/01/2018
Jersey Crowned Best IFC at WealthBriefing Asia Awards 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).
05/31/2018
The 20 most expensive cities in the world
UBS Global Wealth Management has published its study into the cost of living around the world.
05/31/2018
Union Bancaire Privée to acquire Luxembourg private bank
UBP has the necessary capacity to further develop the products, services and operations in Luxembourg, while Carnegie can focus on its domestic markets