07/21/2014
Julius Baer Says Russian Clients Inactive Amid Tensions
Julius Baer Group Ltd., Switzerland’s third-largest wealth manager, said its affluent Russian clients were less active in the first half of the year amid political tensions in the region.
07/21/2014
True Potential LLP pre-tax profits up by 104%
True Potential Associate Partners and True Potential Adviser Services) remains one of the fastest-growing technology and financial services companies in the UK.
07/20/2014
The group is understood to have told 11 of its 25 London-based dealers late last week that their job is at risk
07/18/2014
Credit Suisse CIO: trades to help you relax on the beach
We are gripped by the idea of volatility being too low
07/18/2014
Wealth manager ponders market listing in London
The group is close to hiring Evercore Partners, an advisory firm, to explore the proposal, although no decision has been made on whether to pursue a listing.
07/18/2014
Walker Crips boosts revenues after hiring spree
New hires in the quarter included Steven Moss, Mark Entwistle, and John Fletcher, all of whom joined from Barclays Wealth.
07/18/2014
The agreement will allow Arbuthnot Latham to focus on its core private-banking business
07/18/2014
HSBC Head of Retail Banking and Wealth Management, Glen Tonks, says the change in approach is "market leading" and is being rolled out across the global HSBC network.
07/18/2014
Bank of America Merrill Lynch's co-head of leveraged finance for EMEA has left the US bank after five years.
07/17/2014
Brown Shipley triples profits as it embarks on hiring spree
Brown Shipley saw pre-tax profit triple to £7 million over the course of 2013.
07/17/2014
Isle of Man senior stockbroking figures made life members of CISI
members of CISI. This free life membership acknowledges their important contribution to the Isle of Man branch and to the industry.’
07/16/2014
London based financial software company, Third Financial Software, have agreed a sponsorship deal with British Triathlete, Laura Fidler.
07/16/2014
The lack of certainty is still palpable
07/16/2014
St James’ Place adviser acquires two advice firms for undisclosed sum
A new legal firm enjoying rapid early growth across the business has acquired two Financial Services businesses to bolster its Financial Management arm.
07/15/2014
Nigel Pascoe, director of lending at Channel Islands-based Skipton International, said the new products are a natural extension of the offshore bank’s existing mortgage range.
07/15/2014
New logos and brand style to be used, with all UK entities now trading simply as Sanlam.
07/15/2014
Fraudsters are using the details of firms we authorise to try to convince people that they work for a genuine, authorised firm. Find out more about this ‘clone firm’.
07/14/2014
The buyside-focused unit of the International Capital Market Association – which represents firms including Aviva Investors, Goldman Sachs Asset Management, Pimco and Schroders – has confirmed plans for a meeting in September before the consul
07/14/2014
J.P. Morgan Private Bank wins 'Best Wealth Manager' award globally
Now in their 23rd year, are respected throughout the financial services and private banking industry
07/14/2014
With the sale, Generali completes an aggressive disposal plan, selling 3.7 billion euros of non-insurance assets in about 18 months, just shy of its own target of 4 billion euros.