08/03/2018
Julius Baer joins Scottish Financial Enterprise
The move comes as the firm seeks to establish its new regional headquarters at One Lochrin Square in Edinburgh
Wealth and Asset Management
08/03/2018
Coutts' profit soars 85%
Our growth in wealth management is a sure indication that our clients continue to see us as a reliable and dependable investment house – delivering the advice they need.
08/02/2018
Credit Suisse beats expectations
Looking to 2019 and beyond, we will continue to deliver improved profitability, higher returns and growing shareholder value.
08/02/2018
Norway Makes First Deposit to Huge Wealth Fund Since 2016
The economy and Norway’s biggest industry are now on the mend after crude recovered to above $70 a barrel from below $30 at the depth of the crisis.
08/02/2018
5 Things We Know About Family Office Progression
Ethics is one of the key themes at this year’s conference, and we know that social and environmental impact is a key concern for families.
08/02/2018
Boutique private banks in London: What’s on offer
This includes, a number of rate-rigging investigations, mis-sellling of certain insurance products, and high fees charged by larger traditional private banks.
08/02/2018
Liechtenstein bank to expand wealth management operations in Asia
The country’s banks — which include LGT Bank AG and Liechtensteinische Landesbank AG — were required to stop doing business with foreign clients who were unwilling to come clean on their tax affairs.
08/02/2018
Italian bank Intesa SanPaolo sees earnings rise
Net interest income was down 2.7 per cent to around 1.84 billion euros, while net fees and commissions were flat at 1.99 billion euros.
08/02/2018
Lloyds Banking Group profits jump despite £550m PPI hit
UK bank’s earnings buoyed by higher lending margins and cost-cutting
08/02/2018
GAM freezes dealing in bond funds after manager suspension
GAM is committed to ensuring equal treatment of all investors and protection of their interests.
08/02/2018
Chinese consortium buys Irish wealth management and stockbroking firm
Chinese firm seals €150m Goodbody buyout
08/02/2018
European Wealth pockets £1.31mln as Astoria Investments increases stake to 18%
"Our additional investment today reflects our confidence in the future of the group," said a spokesperson for Astoria
08/02/2018
Caledonia invests £14m in 7IM for Tcam acquisition
The deal, for an undisclosed sum, completed on 31 July, the company said.
08/02/2018
Brewin Dolphin opens second London office as part of South East expansion
30th office nationwide
08/02/2018
Asset and wealth management units buoy Q2 results for Natixis
The return on equity is increasing in all the business lines.
08/01/2018
Revealed: the Spear’s wealth management awards shortlists
This year’s shortlist closely tracks our research in our industry-leading indices across the categories of Property, Wealth Management, Tax and Trusts, Family and Reputation Management.
08/01/2018
AllianceBernstein Seeks to Attract the Wealthy to Alternative Investing
AllianceBernstein is the latest asset manager to allow RIA firms and multifamily offices to access its alternative investment offerings through fintech firm iCapital Network.
08/01/2018
Walker Crips profit drops 17.8%
The filing also revealed the Walker Crips' discretionary and advisory assets under management increased by 3.1% to a high of £3.3 billion.
08/01/2018
St. James's Place hikes dividend 20% after inflows boost profit
Consequently, we continue to see a growing demand for highly personalised and trusted face-to-face financial advice and service.
08/01/2018
Quilter signs US fund giants for twin income portfolios
Both mandates will feed into Quilter's WealthSelect managed portfolio service.