11/02/2017
Succession buys two IFA firms
AFS was founded more than 25 years ago and is based in Glasgow and Edinburgh.
Wealth and Asset Management
11/02/2017
Swiss private bank completes Luxembourg takeover
It is the latest Swiss bank to cement its presence in Luxembourg, following moves by competitors like Julius Baer and J. Safra Sarasin.
11/02/2017
OM Asset Management beats 3Q profit forecasts
The average estimate of three analysts surveyed by Zacks Investment Research was for earnings of 41 cents per share.
11/02/2017
RBS to offload Channel Islands Lombard unit
The regulations came in the tail of the 2008 global financial crisis and now require UK banks to keep current and savings accounts separate.
11/01/2017
Global investors are prioritising investing over saving and purchasing - Schroders
However, people still have unrealistically high investment return expectations suggesting an investment knowledge gap. Encouragingly, across the globe, there was a strong demand to learn more about investing.
11/01/2017
Thesis AM On Acquisition Trail As It Snaps Up Cambridge Fund Managers
Thesis' Acquisition Strategy Is Driven By A Management Buy-out In June
11/01/2017
Standard Chartered - Regulatory changes weigh on bland results
Income growth has returned this year, albeit disappointingly modest, and provisions for bad loans have declined dramatically
11/01/2017
BTG Pactual has no plans to cash in $300 mln EFG gain
The BSI deal helped EFG nearly double in size to compete better in Switzerland’s crowded private banking market.
11/01/2017
Brooks Macdonald to provide DFM services to Generali Worldwide clients
The investments will be held in segregated accounts, of which the asset manager will be the custodian.
10/31/2017
London Not A Threat For Thesis AM Guildford
There Are Plenty Of Wealthy People Outside Of London Who Want A Local, Convenient Service
10/31/2017
Coutts Launches Offset Select Mortgage
Borrowers can elect to use up to 10 multi-currency deposits held by a Coutts-banked family member, or connection
10/30/2017
HSBC revenue growth exceeds expectations
The bank has risen some 24 percent this year.
10/30/2017
Concierge service orders £40m share sale
It has more than 45 corporate clients from private banks to premium payment card companies.
10/30/2017
ING Unveils New Branch Concept That “Feels Like Home”
The Client House Has A Community Wall, Where Local News And Events Can Be Announced
10/30/2017
Standard Life Aberdeen faces $10bn in withdrawals since merger
Its record over the first nine months of the year is also worse than any other European-headquartered asset manager, the pair found.
10/30/2017
St James’s Place announces fund shake-up
Wealth manager St James’s Place has announced a shake-up of its fund range. A new fund investing in Japanese equities, and a Global Growth fund, are to be launched. The Japanese fund will be managed by Yoshihiko Ito of Nippon Value Investors, base
10/29/2017
Meet the millennial millionaires: Coutts embraces video gamers
Venerable bank moves beyond royals and aristocrats to target twentysomething eSport players raking in a fortune
10/29/2017
AllBright is launching a private members club for female founders
AllBright is now setting up a private members club called "The AllBright" for working women.
10/29/2017
UBS to move 250 London staff because of Brexit
Number expected to be lower than 1,000 initially feared
10/27/2017
Old Mutual International wins 16 awards
International Investment’s International Fund & Product Awards attracted a record number of applications this year