12/09/2022
Concurrently, it has now received authorisation from the FCA to complete a deal announced earlier this year to acquire Mutual Financial Management LLP.
12/09/2022
He possesses more than 25 years of experience in the German business at Swiss banks, including at DZ Privatbank (Schweiz) AG and Union Bancaire Privée SA in Zurich.
12/08/2022
The ‘make it’ campaign aims to tackle the negative perceptions of the wealth management and advice industry to encourage more diverse candidates to enter the profession.
12/08/2022
On the stock market, however, major price declines were observed in line with many other asset classes − the funds' performance in fiscal year 2021/22 ranged between −14.2% and−20.6%.
12/08/2022
Star manager looks to keep his shine with dependable stocks, avoiding young tech
12/07/2022
The Bloomberg story goes on to say that Ferrari is under «intense pressure» from Chairman Axel Lehmann to stanch the asset outflows and bring money back into Credit Suisse.
12/07/2022
The strong growth in employment since the second half of 2021 has buoyed the demand for office space.
12/07/2022
The renewal of Art Dubai showcases the long-term commitment of Julius Baer to supporting the UAE’s emergence as a cultural hub in the region.
12/07/2022
The acquisition of Hereford-based IFA firm brings 11 advisers and staff into the consolidator as well as over 1,300 clients and more than £170m funds under management.
12/07/2022
The Swiss private bank Julius Baer launches ‘NEXT’, an initiative designed to encourage the interdisciplinary exploration of megatrends across the arts, science, and technology.
12/07/2022
Now, Bohli is questioning the restructuring of Credit Suisse's investment bank.
12/06/2022
The company has also achieved corporate Chartered Financial Planner status, a designation that only 15 per cent of UK financial advisory firms currently possess
12/06/2022
This is part of R&M’s strategy to establish a number of high performing capabilities and combine them with the research facilities and depth of resource of the enlarged group for the benefit of clients.
12/06/2022
Global Finance rates the best high-touch banks in these low-touch times.
12/06/2022
Big institutions who are in it for the long term and are focused on customer outcomes, which we are, are a better long-term owner.
12/06/2022
Nic Arnold, Julie Zingiloglu, Jodi Hill, Marina Cristiani and Alia Haskouri have been shortlisted
12/05/2022
As part of the deal, the legal firm’s Directors will take on a minority stake in Edinburgh-headquartered Tweed Wealth Management.
12/05/2022
In an exclusive interview with Citywire Wealth Manager, the firm’s chief executive David Esfandi said the firm had no plans to make major buys in the immediate future.
12/05/2022
The wealth firm's AUM jumped by 21% in its latest annual update, as its new CEOs gear up to lead the business through the next stage of its growth.
12/05/2022
UBS announced its intention to redeem the total outstanding USD 2.0bn additional tier 1 instrument on 31 January 2023