02/06/2018
Net new business was £3.34bn during the period, up 43% compared to the same period a year ago as the financial services firm reported 61,000 increase in active clients to a total of 1,015,000 active clients since 30 June 2017.
02/06/2018
UBS Wealth Management voted best global private bank; private banks more bullish on revenues; hiring to increase.
02/06/2018
Total client assets under management, administration and advice increased by 5.2 per cent to £8.34bn at 30 November 2017, compared to £7.93bn at 31 May 2017.
02/06/2018
This change follows a spate of mergers that JP Morgan Asset Management announced last year where a total of 10 funds were rolled into other strategies.
02/06/2018
In 2016 the Financial Conduct Authority told fund managers they had a duty to inform workplace pension schemes of their transaction costs.
02/05/2018
The wealth management arm of financial services giant UBS has revealed major investment in Edinburgh as it prepares to move to a larger site in the city where it is looking to double its headcount.
02/05/2018
The bank says a surge in personal windfalls from takeovers, and rising house prices had led to an increasing number of wealthy people across Britain.
02/05/2018
The office will be located on Gartenstrasse 23, 8002 Zürich.
02/05/2018
Credit Suisse has axed thousands of jobs as part of spending cuts. Now, the Swiss bank is moving to cut a layer of management as well.
02/05/2018
His scorecard isn't flawless but history is likely to look kindly on HSBC's outgoing leader
02/05/2018
The co-head of HSBC’s global banking business in the UK says processing the situation took some time.
02/05/2018
The bank, the second-oldest functioning lender in the world, earned net profits of €90.2m
02/02/2018
The merged group will have €34bn in assets and offer a range of asset management and servicing solutions.
02/01/2018
The recently-launched wealth management business from financial planners John Lamb LLP, is now accepting new clients.
02/01/2018
The head of office, Nigel Crawford, said: “I am delighted to have been at the helm of the Belfast office over the past decade.
02/01/2018
The scholarship was kicked off by former Jacksonville Jaguars quarterback and Super Bowl winner, Mark Brunell.
02/01/2018
Investor demand sees firm increase fundraising total
02/01/2018
The firm, which has seven advisers, was granted discretionary permissions a year ago.
01/31/2018
Julius Baer Acquires as Profit Rises
01/31/2018
Jersey’s reputation as a leading centre for private wealth management has been highlighted for the sixth time, being named ‘International Financial Centre of the Year’ in the annual Citywealth IFC Awards.