10/01/2013
His project partner and co-chairman of First Artist Bank is Michael Philipp, the former chairman and CEO of Credit Suisse Europe, Middle East and Africa and a former senior executive at Deutsche Bank.
10/01/2013
The September and Q3 2013 performance estimates for the ARC Private Client Indices and ARC Charity Indices are now available.
10/01/2013
His role will include strengthening relationships with corporate finance houses to build on the flow of investment ideas that can be offered to meet the increasingly sophisticated requirements of Coutts’ Private Office and Ultra High Net Worth (UHNW
10/01/2013
The firm was also a finalist in the multi-family office team of the year category.
10/01/2013
The fund performed well through the financial crisis as the manager used the flexibility afforded to him to increase exposure to government bonds.
09/30/2013
Six more set to join by year-end, company claims
09/30/2013
Charles Stanley Group PLC Tuesday said it expects its first-half results to be in line with expectations after a strong first-quarter performance offset a second quarter muted by the holiday period.
09/30/2013
Swiss private bank opens branch in Mannheim
The bank now has a total of eight offices in Germany
09/30/2013
This acquisition marks the Company's 15th acquisition since listing on ISDX in June 2011 and the second since The Retail Distribution Review (RDR) was implemented on 1 January 2013.
09/30/2013
'We are in the process of bringing more clarity and simplification to the product range as we plan to strengthen our platform in Luxembourg,' said Nicolas Dubourg,head of investment solutions at the group.
09/30/2013
A third of intermediaries believe their clients should increase exposure to emerging markets, up from just over a quarter in the last survey
09/30/2013
Adam and Company has appointed Alisdair Dewar as head of the Edinburgh office and Ian Massie as head of the Aberdeen office.
09/30/2013
I look forward to helping Saunderson House strengthen its position as one of the UK’s leading wealth managers and financial planners
09/30/2013
Chief executive Dr Tim May said: ‘This is a big step forward for our Association. It means our name now encapsulates the key services our members provide for their customers and clients.
09/30/2013
This is a big step forward for our Association
09/29/2013
SSgA intends to hire around 10 staff to add to existing teams in Switzerland, Italy, Germany and the UK.
09/29/2013
The wealth management industry is in the midst of a paradigm shift, from being about relationships to being about advice
09/29/2013
SCM said its analysis had exposed “a giant con”. Investors could have saved around £3bn in fees over the past five years if they had chosen low-cost passive funds over index clones.
09/29/2013
Standard Life plc announces that Standard Life Wealth, one of the UK's fastest growing discretionary fund management businesses, has successfully completed the acquisition of Newton Private Clients from Newton Management Limited.
09/29/2013
The current technology infrastructure in the wealth management space poses a major obstacle to progress