09/20/2018
Swiss private bank buys Luxembourg bank
The transaction is subject to the approval of the relevant regulatory bodies and is expected to complete during the first quarter of 2019.
09/20/2018
Chartered financial planner McKenzie Investments has four planners including one trainee and has offices in both Inverness and Elgin.
09/19/2018
Chief executive Alan Hudson said: "In January 2017 the company set out a number of financial aspirations, including having £5bn of funds under management by 2021, an increase of 150 per cent above the £2bn level at that time.
09/19/2018
These humble funds eventually embraced cash, derivatives and, more recently, alternative assets.
09/18/2018
Over the last five decades, Societe Generale has been synonymous with innovation, says Jean-François Mazaud, Head of the group’s private banking unit (SGPB).
09/18/2018
Major financial organisations are being forced to rethink their European strategies as a result of Brexit and the coming end to financial passporting arrangements.
09/18/2018
The new headquarters in Luke Lane, Brailsford, will keep many of the historic features of the corn stores barn conversion which was the former showroom of tile company, Stoneworks.
09/17/2018
Standard Chartered’s UK RND service uses technology based safeguards to automatically segregate cashflows.
09/17/2018
The acquired business has 100 staff in Zurich and Geneva, offering private banking, asset management and family office services
09/14/2018
Move comes amid management overhaul at the South African banking group
09/14/2018
Close Brothers Retail Finance provides unsecured finance to consumers through retailers at the point of sale, and has worked with companies such as Jessops, Samsung and Cotswold Outdoor.
09/13/2018
BNY Mellon IM launches thematic fund focusing on mobility disruptors
Managed by The Boston Company
09/13/2018
The company said the increase in income was driven by management fees for new vehicles - including British Strategic Investment Fund and Gresham House Strategic - being in operation for the full period.
09/13/2018
Founder Colin Lawson praised staff at the wealth management firm who achieved more than £150m in net asset wins
09/13/2018
We have a comprehensive and structured chartered programme to ensure our advisers remain highly competent
09/13/2018
Additionally, three of ASI’s funds achieved ‘sector leader’ status, meaning they have the highest ESG performance of their peer group.
09/12/2018
JP Morgan to set up Luxembourg wealth management unit in Brexit move
The US firm plans to create a “significant” business in Luxembourg, according to the report, which will allow it to serve more fund management clients across the European Economic Area.
09/12/2018
Fund stars line up to back Facebook of wealth management
Robertson said: ‘We have built Octo Members with the financial services community, particularly advisers, at the forefront of our thinking.
09/12/2018
New fund offers ideal solution for trustees
This is more problematic, if your trust fund has £3 million to invest.
09/11/2018
Intrinsic Wealth also paid £900,000 relating to a long-term incentive plan for advisers