07/28/2017
There is a divergence between the activity levels of wealth management clients versus what we see on the institutional side and it is well explained by the low volatility levels.
07/28/2017
The Coutts US Investment Management Service provides two portfolios – balanced and growth
07/28/2017
Operating expenses were under control at €454m leading to a 2-point improvement in the cost/income ratio, which stood at 49,9%.
07/27/2017
Eastcote Wealth Management will have around 30 staff and £500 million of funds under managament
07/27/2017
Charles Stanley’s total funds under management and administration at the end of June were £24.1 billion
07/27/2017
An advisory board of figures from the investment and SME community will judge entries ahead of the final.
07/27/2017
Profit before tax and exceptional items up 23% to £361.5 million (H1 2016: £293.7 million)
07/27/2017
The number of advisers, who form part of the group’s Partnership network, also grew, rising by almost 4 per cent since the start of the year to just over 3,500.
07/27/2017
"Strong organic growth takes FUM through £10bn; further investment in underlying business."
07/27/2017
A survey published earlier this year from BBH found that some 54 per cent of respondents believed that robo-advice presents an opportunity for their business as opposed to a threat.
07/26/2017
One of the larger parts of the wider Swiss economy, representing 10% of the economy in 2014, with the banking sector representing more than half of the amount.
07/26/2017
In a bid to transform itself from an old-fashioned stockbroker to a modern wealth manager, Brewin has spent the past few years increasing its focus on discretionary fund management.
07/26/2017
Now in their 11th year, the awards - which are run in association with Professional Adviser and will be hosted by BBC journalist Kate Silverton - will be held at the London Hilton on Park Lane on 26 September.
07/26/2017
Our second set of finalists recognises both individual financial advisers and wealth management companies
07/26/2017
This visit was the first international joint venture between Cayman Finance and the new Minister of Financial Services, Tara Rivers.
07/25/2017
The group's total revenue rose 24% from £11.96 million to £14.87 million year-on-year.
07/25/2017
Swiss private bank reports a strong first-half year increase in assets under management
07/25/2017
The “Great Sanlam Cycling Challenge” led by CEO Jonathan Polin saw team members cycle 850 miles across the country, visiting all 12 of Sanlam UK’s regional offices along the way.
07/25/2017
Underlying operating expenses of £99.1 million (2016: £84.9 million) increased 16.7% year-on-year
07/25/2017
The team rebranded to Tilney for Professionals earlier in the year