01/23/2018
Swiss private bank to target Northern Ireland's high-wealth individuals
The renowned private banking group, whose origins date back to 1890 (it has been in London for 50 years and Dublin for nearly 20), confirmed it is opening hubs in Belfast as well as Manchester, Leeds and Edinburgh.
01/23/2018
Italian wealth managers respond to new regulations and millennials
Technology change is generating demand: simple products through new digital channels.
01/23/2018
Wealth Club announced today its acquisition of Clubfinance, the execution-only discount broker.
01/23/2018
SYZ Asset Management has been dedicated to the UK market since 1999.
01/22/2018
UBS said its American wealth management business would be merged with its international wealth management division with effect from February 1.
01/22/2018
It is an honour to accept this award on behalf of ABN AMRO.
01/21/2018
British asset manager to Open Tel Aviv Offices
The only other investment firm at this scale holding offices in Israel is U.S-based Nasdaq-listed BlackRock Inc.
01/19/2018
The banking staff association has already been involved to mediate between employees and the management.
01/19/2018
The Charity Awards provide charities of all shapes and sizes with a window to showcase their efforts and the impact they have made.
01/18/2018
City-based boutique TAM Asset Management has launched an online investment service and signed up its first IFA partner.
01/18/2018
Financial planning firm Symphony has become the latest to enter the growing "robo-advice" melee, launching an online wealth management service to rival competitors such as Nutmeg, Wealthify and Netwealth
01/18/2018
Judging the awards is a two-step process involving a qualitative and a quantitative stage.
01/17/2018
The companies are Independent Advisors (Scotland) and Fergus Muirhead based in Glasgow; City of London's Booth Wealth Management and Rossmore Financial Services in Warwickshire
01/16/2018
Over the past year, the company has also reported that its average client account size has increased from around £200,000 to over £300,000.
01/15/2018
It might seem that high-net-worth investors are unlikely to turn from the trusted wealth managers of Mayfair and the City.
01/15/2018
LGT Vestra's private ownership structure enables a long-term approach to managing the business and client portfolios thus avoiding short term market pressures.
01/15/2018
International IFA trade body FEIFA has announced a new partnership, with OneLife, a Luxembourg-based life assurance company that has specialised in providing insurance-based wealth planning solutions
01/15/2018
Succession Group has bought four more financial advice firms from across the UK.
01/15/2018
Offshore firm bolsters Luxembourg and Mauritius offering
Ocorian Completes Acquisition of MAS International to Extend its Fund and Corporate Services in Luxembourg & Mauritius
01/15/2018
Ocorian Completes Acquisition of MAS International to Extend its Fund and Corporate Services in Luxembourg & Mauritius