02/13/2018
Retail banking is the heart of Crédit Agricole, and the group really wants to develop in markets that are really close to its own culture and geographical reach, so going to Greece was a bit far away.
02/12/2018
French group reports strong profits growth and raises 2020 targets
02/12/2018
Various reports cited London as a money laundering haven, but the UK Government was conspicuously silent on the issue, turning a blind eye as millions of dollars poured in.
02/09/2018
Old Mutual Wealth and Old Mutual International have both launched a new innovative Excess Income Trust solution and online tool to help clients benefit from the ‘normal expenditure out of income’ exemption, providing a simple and tax efficient
02/08/2018
A campaign group fighting to keep the UK in the EU has received £400,000 from billionaire investor George Soros.
02/07/2018
Mr Green goes on to say: “Like the industry itself, the deVere Group Graduate Programme is known to be hard work and intense.
02/07/2018
Fundraising comes as private-equity unit looks to spin out from parent company
02/07/2018
As volumes of funds managed by Frenkel Topping increase, the percentage fee payable to Harwood Wealth will reduce.
02/07/2018
The discreet bank recently raided rival Julius Baer of its CEO, who will become one of seven partners at the discreet 213-year-old Genevan bank.
02/07/2018
Bonds won’t help in the next bear market
02/07/2018
The figure accounts for the majority of the £290 million which Frenkel Topping reported within its discretionary service at the end of last year.
02/06/2018
Net new business was £3.34bn during the period, up 43% compared to the same period a year ago as the financial services firm reported 61,000 increase in active clients to a total of 1,015,000 active clients since 30 June 2017.
02/06/2018
UBS Wealth Management voted best global private bank; private banks more bullish on revenues; hiring to increase.
02/06/2018
Total client assets under management, administration and advice increased by 5.2 per cent to £8.34bn at 30 November 2017, compared to £7.93bn at 31 May 2017.
02/06/2018
This change follows a spate of mergers that JP Morgan Asset Management announced last year where a total of 10 funds were rolled into other strategies.
02/06/2018
In 2016 the Financial Conduct Authority told fund managers they had a duty to inform workplace pension schemes of their transaction costs.
02/05/2018
The wealth management arm of financial services giant UBS has revealed major investment in Edinburgh as it prepares to move to a larger site in the city where it is looking to double its headcount.
02/05/2018
The bank says a surge in personal windfalls from takeovers, and rising house prices had led to an increasing number of wealthy people across Britain.
02/05/2018
The office will be located on Gartenstrasse 23, 8002 Zürich.
02/05/2018
Credit Suisse has axed thousands of jobs as part of spending cuts. Now, the Swiss bank is moving to cut a layer of management as well.