11/29/2018
Yacht Owner Made $8 Million With Trader in UBS Insider Case
Walid Choucair completes three days of testimony in court
Wealth and Asset Management
11/28/2018
Zedra announces new partnership
ZEDRA’s network covers 13 jurisdictions across 15 offices in Asia, Oceania, the Americas and Europe.
11/28/2018
HSBC Intensifies Fight for Germany’s Super-Rich
Last year, the unit collected almost two billion euros in new money while assets under management reached an all-time high of 28.5 billion euros.
11/28/2018
The challenges for wealth firms offering a Tier 1 visa service
A number of wealth managers and private banks offer the service, though that number is dwindling.
11/28/2018
WH Ireland Group Plc Continues to progress its transformation programme
The last two months of this period saw a number of important changes, building on the work undertaken in recent years.
11/28/2018
Brewin Dolphin annual profits rise 19% as total funds jump
Balance sheet remains strong, underpinning the delivery of our growth strategy.
11/27/2018
AJ Bell to be valued at £675m as IPO price revealed
Wrap platform AJ Bell has unveiled its IPO price range, which will give it a valuation of between £626 million and £675 million.
11/27/2018
Walker Crips profits fall due to market turbulence
This was driven largely by a fall in revenues of 1.9 per cent to £15.1m.
11/27/2018
Standard Chartered considers a simpler structure to control costs, will reveal plan with full-year result in February
Lender makes bulk of its income from its China and North Asia businesses
11/26/2018
Britain's billionaires now billions poorer
The 16-strong British contingent in Bloomberg’s Richest 500 list have collectively seen an estimated £6.2bn wiped from their wealth as the UK property market and stocks around the world tumble.
11/26/2018
J. Safra Sarasin acquires Bank Hapoalim's Luxembourg and Swiss private bank
The acquisition includes the transfer of qualifying clients and their relationship management teams who are focused on private banking clients primarily from Europe and Israel.
11/23/2018
Absa planting seeds in London
By the end of 2017, Barclays had reduced its shareholding in Absa to 14.9% from 62.3%.
11/22/2018
Barclays Named “Best Private Bank in Monaco” at the 2018 Global Private Banking Awards
The judging panel awarded Barclays “Best Private Bank in Monaco’ based on its strengths in a number of key areas.
11/22/2018
Charles Stanley - "there remains much to be done"
Chief executive Paul Abberley said the firm's turnaround strategy was "starting to bear fruits" but that Charles Stanley is "fully focused on increasing the rate of improvement".
11/22/2018
Holborn Assets expands with new 15-strong Cyprus office
It is the company’s first foray into the Cyprus marketplace, but one that it expects will be an important base for the company in the coming years, Holborn told International Investment.
11/22/2018
Congratulations! Barclays was named Best Private Bank in Monaco
Barclays was named Best Private Bank in Monaco at the 2018 Global Private Banking Awards.
11/22/2018
14 sports stars in wealth and fund management
Hiring sports stars makes business sense – those at the top of their game are likely to know potential clients at the top of theirs
11/21/2018
Advice firm raises £60,000 for charity with track day
We will be sponsoring the event again in 2019 and look forward to raising even more money."
11/21/2018
Julius Baer to extend cost cuts after profit blow
As a result of the margin decline, the private bank's cost/income ratio rose to 69% for the first 10 months of 2018, exceeding the targeted 64-68% range.
11/21/2018
Sustainable investing drives £723m rise in Liontrust assets
Chief executive John Ions said the company’s UK Special Situations fund was the fourth best selling fund to UK investors in the third quarter of 2018, and was now £3.9bn in size.