01/28/2015
Credit Suisse May Consider Private Banking Purchases in Italy
The Zurich-based company plans to hire 40 private bankers in Italy over two years, he said.
01/28/2015
Wealth management firm signs up for second presidential year
NECC President’s Club represents more than 250 companies and organisations from sectors including services, manufacturing, education, and professional, to local authorities, housing groups and the public sector.
01/28/2015
Wealth manager said market volatility had kept transaction volumes low in recent months
01/28/2015
The amount of clients' money managed by Mattioli Woods has now topped £5 billion for the first time – up 16 per cent year on year.
01/27/2015
The acquisition allows DC Wealth, a former long-standing Sutton Coldfield firm which moved to Lichfield in recent years, to be directly authorised under the Financial Conduct Authority
01/27/2015
Guernsey has been crowned European domicile of the year for the third successive year at the UK Captive Services Awards 2015.
01/26/2015
Creechurch Capital is based on the Isle of Man but already has offices in London and Manchester.
01/26/2015
Aberdeen Asset Management has the highest number of badly performing funds says fund supermarket Tilney Bestinvest in its 'Spot the Dog' study.
01/26/2015
Consolidator Succession has completed its twelfth acquisition and the first of this year
01/26/2015
Wealth management firm Brewin Dolphin has signed up to support the North East Chamber of Commerce President’s Club for a second consecutive year
01/25/2015
Two of the bank's investors have told its chairman to find a replacement for Peter Sands
01/23/2015
Former BBC Newsnight anchor, Jeremy Paxman, will be asking the questions about the prospects for the international funds industry when he is the moderator at this year’s Jersey Finance funds conference in London on March 19.
01/23/2015
The companyreported 1.38 billion pounds ($2.1 billion) of net inflows in the fourth quarter, sending assets under management to a record 52 billion pounds, according to a statement.
01/23/2015
The group highlighted its banking division as a strong performer, but said trading at Winterflood continued to be impacted by difficult market conditions.
01/23/2015
The awards were judged by an international panel of highly respected practitioners from all sectors
01/23/2015
The combined business will manage £420m of assets and employ 21 staff across two offices.
01/22/2015
Pershing Ltd has rolled out its new portfolio-reporting template to help its wealth manager and adviser clients offer clear, individually branded documentation to end investors.
01/22/2015
Intesa Sanpaolo is considering a flotation of its private banking
01/22/2015
Asked whether the bank is considering a bid for Coutts International, he said, “we are looking from the outside for the time being.”
01/22/2015
Reliability, expertise, and reputation have always been important factors in how funds select administrators, but the benefit provided was essentially a ‘negative’ one: its primary purpose was to remove a problem from the fund manager’s