02/28/2017
Intrinsic to take over Caerus adviser network
'Contracts have been exchanged'
Wealth and Asset Management
02/28/2017
Wealth Management Firm Expands with Acquisition
The firm is headed by Matt Smith, an accredited chartered wealth manager and financial planner.
02/28/2017
Evli’s digital client experience awarded best in Finland
The award is a result of Evli’s continuous efforts to combine the best digital and traditional service models
02/28/2017
UBS rolls out digital wealth manager
The funds that are being offered are fixed income, yield, balanced, growth and equity.
02/27/2017
Equiom’s hat-trick success at Citywealth IFC Awards
This is now the third consecutive year that Equiom has been named Trust Company of the Year for the Isle of Man.
02/27/2017
Wells Fargo Asset Management launches USD Investment Grade Credit Fund
The new fund broadens the present product line-up and provides more investment options to investors.
02/27/2017
Equilibrium ranked FIFTH in ‘The Sunday Times 100 Best Small Companies to Work For 2017’
Equilibrium Managing Partner Gaynor Rigby described being recognised by The Sunday Times as one of the best small companies to work for in the country as “fantastic”.
02/27/2017
Stagnant salaries force City firms to get creative
Headhunters and consultants predict that pay is unlikely to rise in the coming years – and workers are demanding an alternative
02/24/2017
BNP Paribas Wealth Management honoured
This award is further recognition of BNP Paribas Wealth Management’s strong focus on the entrepreneur segment.
02/24/2017
Schroders closes funds to new investors as they hit target capacity
We will invite subscriptions in a controlled manner as and when capacity becomes available in the fund.
02/24/2017
Queen's bank reports 32% increase in operating profits
An adjusted operating profit of £149 million, £36 million, or 32%, higher than 2015
02/24/2017
Coutts to spend £20m a year on digital investment
The private banks’ assets under management also increased, going up by £2 billion to £17.0 billion up 13% compared to 2015.
02/23/2017
Profile: change is the only constant for Quilter Cheviot
Whether it’s regulation being more expensive or what clients want, who are looking for much more customisation.
02/23/2017
Rathbone Brothers' inflows slow despite higher flows into unit trust arm
Units trusts' by 29% AUM up
02/22/2017
Credit Suisse bets on rich Europeans trading amid polls
The reluctance of the very rich to deploy their money complicated the bank’s restructuring plan, which relies on wealth management to drive profit.
02/22/2017
Julius Baer expands London presence with trio of hires
Including hire from Sanlam Private Wealth
02/21/2017
Rathbones, Brooks and LGT Vestra sign up with tech firm
The news comes after PwC's annual CEO survey warned wealth and fund firms risk be 'swept away' in the technological revolution in financial services.
02/21/2017
Credit Suisse Returns to Its Roots in Europe
The trend was pronounced in Europe, the only region where revenue from managing money for the wealthy declined even as client assets grew
02/21/2017
Monaco Welcomes a New Vistra Office and the Launch of Vistra Private Office
They will have access to a team of experienced Vistra professionals, based in all major jurisdictions
02/21/2017
Message from Alexander Hoare
We will be delighted when customers come to us looking for a highly personalised banking relationship