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.
02/05/2018
His scorecard isn't flawless but history is likely to look kindly on HSBC's outgoing leader
02/05/2018
The co-head of HSBC’s global banking business in the UK says processing the situation took some time.
02/05/2018
The bank, the second-oldest functioning lender in the world, earned net profits of €90.2m