02/07/2017
Five DFMs band together to launch industry partnership
Gaining recognition that working with us can improve the efficiency of the adviser business and customer outcome is absolutely crucial.
02/07/2017
The team will also be able to allocate to active funds where they believe it would benefit the portfolio and passive funds might not offer effective replication.
02/07/2017
There will be no change to the management of Amati funds and portfolios, which will continue to be run by Paul Jourdan, Douglas Lawson, and David Stevenson.
02/07/2017
German lender’s net profit and pre-tax return on equity soar
02/07/2017
With the rich and powerful ever more vulnerable to online attacks, there’s a new must-have member of the entourage
02/06/2017
Fintech has exploded around the world since the financial crisis, with a proliferation of startups tackling finance with new digital tools.
02/06/2017
Recovery underlines divergence of fortunes at the two bailed-out banks
02/06/2017
The new management structure thus creates a stronger client focus and explicit dedication to the business activities at senior executive level.
02/06/2017
The global equity sector had the largest number of dog funds at 15, with perennial underperformer North America holding nine funds.
02/06/2017
Five wealth giants join forces to form DFM Alliance
'10 years ago the term "DFM" was virtually unknown.
02/06/2017
Talking about the opportunities, he also added, “There are exceptional business development opportunities in Germany.
02/06/2017
The head of investment banking for the Netherlands at Credit Suisse, Maarten Swart, will continue to work between both cities, the source said.
02/03/2017
Julius Baer acquires Swiss independent wealth manager
All partners of both companies will remain operational after the merger.
02/03/2017
The original shareholder spring of 2012 was replayed in 2016
02/03/2017
The only area of the business where we could in principle consider to do acquisitions is in private banking.
02/03/2017
Adaptive Grand Slam team of disabled adventurers halfway to making history
The Adaptive Grand Slam takes that theme forward and we are hugely proud to be associated with it.
02/03/2017
In this category, won by Evli, other nominees included big and well known banks such as BNP Paribas, ING, SEB and Nordea.
02/02/2017
Regulation drives wealth industry's costs up to £4.5 billion
Private banking and wealth management industry has seen assets jump 57% over the last five years
02/02/2017
Deutsche Bank posts $2 billion loss in fourth quarter as litigation costs weigh
Deutsche Bank announces 2016 loss
02/02/2017
Aberdeen Asset Management remains upbeat despite fund outflows
A further £2.4 billion is scheduled to be withdrawn from lower-margin portfolios during the current quarter, in addition to the normal level of structural outflows.