12/08/2016
As an industry, we profess to be highly client-centric. Yet often, our approach to identifying, understanding and managing client behaviours isn’t comprehensive enough, which means we don’t always live up to the rhetoric.
12/08/2016
In “Survival of the Fittest: Defining Future Leaders in Asset Management,” Casey Quirk outlines how money managers must change to compete in a new age.
12/07/2016
An initial amount of £157,500 was paid upon the completion of the acquisition from AFH’s cash resources.
12/06/2016
Instead, formal education provision across the world remains patchy.
12/06/2016
The Swiss bank is expected to announce its future overhaul plans on Investors Day in London
12/06/2016
The team is active in the three main sectors of the art market: at auction, with galleries and at international art fairs and also negotiating private sales.
12/06/2016
LGT is a leading international private banking and asset management group.
12/06/2016
The clients required a private banking partner that could provide a high level of personal service and also one that could handle their diverse financial arrangements.
12/05/2016
Fairstone has made four other acquisitions in the last three months
12/02/2016
The choice of a societas Europaea as the corporate structure for the entity provides UBS with strategic flexibility.
12/02/2016
Brewin Dolphin the latest firm to offer a fully automated investment service
12/02/2016
The charge led Andorran regulators to take control of the bank, whose chief executive was arrested.
12/01/2016
Results were driven by strong results in Wealth Management, which includes City National Bank (City National), and higher earnings in Insurance, which includes the Q3/16 gain on the sale of our home and auto insurance manufacturing business.
12/01/2016
The company, founded by Beckwith and Mark Johnson in 1994, also has real estate and private equity divisions.
12/01/2016
The Pacific Investments group has an outstanding track record
11/30/2016
First-half pre-tax profit increased by 50% to 187m
11/30/2016
Morningstar looked at more than 26,000 funds across 56 countries to determine the industry’s gender representation.A former senior fund selector at Aviva Investors is launching a network for women in the asset management industry as a new report poi
11/30/2016
Cayman Finance CEO promotes financial industry in Europe
“This trip was a continuation of our efforts to tell the positive story of that role to key influencers around the world,” he added.
11/30/2016
Discretionary fund manager Brewin Dolphin has suffered a hit to its profits, largely due to “residual” effects of the business restructuring
11/30/2016
Here's a review of recent news and upcoming events from Guernsey's international finance centre.