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Presentation of the 2019 half-year results for the Julius Baer Group

Strong recovery in net profit after challenging second half of 2018 – Cost-reduction programme on track

Phoenix Financial PR shortlisted in Money Age Awards

That's awesome.

'If a PM can't articulate what their edge is, how the hell am I going to?'

Summers reserves particular criticism for fund managers who rely on examples and anecdotes to demonstrate the appeal of their strategy.

Financial Planning Decade By Decade - Coutts

Make sure you and your family have financial security through every stage of life.

Beware of the risks you can’t see, not the ones you can by Philip Smeaton, Sanlam

Markets will always have their ups and downs

New Credit Suisse Wealth Boss Signals Risk Appetite

That's generally true for some market areas of our division,» Wehle is quoted as responding when asked about political risk in Saudi Arabia, where Credit Suisse quietly clinched a banking license three months ago.

Fund administrator to be purchased by private equity firm

The transaction is subject to regulatory approval.

Close Brothers loan book grows 5.1% year to date

All statements in this release relate to the 11 months to 30 June 2019 and to continuing operations1 in that period unless otherwise indicated.

Schroders completes acquisition of Secquaero

In February 2016, Schroders increased its stake in Secquaero to 50.1%.

Isle of Man multi-family office announces management buyout

The management buyout is subject to regulatory approval

Wealth Dynamix crowned Best CRM solution for the 3rd year in a row

Stephen Pinner, Managing Director of Goodacre UK, who hosted the awards ceremony said: “These Awards are now the benchmark for firms considering alternative services and systems, not least as it is the users themselves who have offered direct feedba

Leading Cash Savings Platform and PIMFA Announce Strategic Partnership

Financial Advisors across the UK can now take advantage of the ease and simplicity of the platform and offer clients cash management without the hassle that it usually involves.

Leading UK wealth management group sets up new financial planning team

This is the first time that dedicated financial planners will be based in the office.

Coutts veterans launch Mayfair wealth boutique

Samik Mukherjee and David McLellan, who spent 28 years as private bankers for Coutts, have launched Keystone Capital.

Arbuthnot profits surge 24%, but loans slump on pricing war

Arbuthnot Latham & Co’s pre-tax profit surged by 24% in the first half of the year, but new written loan volumes slumped by a third as market competition intensified.

Maitland Luxembourg head receives prestigious Grand Duchy award

The Minister of Finance, on behalf of the Luxembourg Grand Duke, presented the award to John at a private awards ceremony for services to the Luxembourg financial industry over the past 25 years.

Charles Stanley and Brewin partner with newly formed DFM

It will operate two model portfolio ranges with a mix of passive and active approaches

GAM: Update on ARBF Liquidation

GAM’s priority throughout the liquidation process has been to maximise liquidity and value for its clients

Isle of Man-based corporate services provider joins SMP Group

A well-respected service provider on the Isle of Man, delivering corporate, tax, and accounting services to a broad range of clients.

HSBC Malta launches €250m International Business Fund

HSBC’s global reach and expertise help approximately 1.5 million business customers

Wealth and Asset Management