02/03/2014
Europe’s largest bank Said to Plan Sale of Swiss Private Banking Assets
The bank has attracted scrutiny from governments over its operations in low-tax jurisdiction
02/03/2014
User review and rating system, although prevalent across sectors like travel, food and lifestyle, is only just making its presence felt in the medicine, financial and legal world.
02/03/2014
I was shocked and saddened to learn that Alain Grisay had passed away
01/31/2014
Vestra management reshuffle pays off with £1bn inflow
Growth is expected to come from a focus on ultra-high net worth clients, intermediaries and its US division, which provides a range of wealth management services to clients with ties to America.
01/31/2014
London-based wealth manager 'first UK wealth manager to achieve ‘B Corp’ certification'
The London-based wealth manager that specialises in looking after American expatriates‚ has been awarded “B Corporation” certification‚ the first such company in the UK to receive this relatively-new ac
01/31/2014
Lone Star, IKB, Rothschild and Bank of America Merrill Lynch declined to comment.
01/30/2014
BNP Paribas to help Budding entrepreneurs
Vital Regeneration launches “HELP Enterprise” in partnership with BNP Paribas, Dolphin Square Foundation and Westminster City Council
01/30/2014
Solving the dispute over undeclared Italian funds with Swiss banks will be on the agenda today as Switzerland’s Eveline Widmer-Schlumpf and Italy’s Fabrizio Saccomanni meet in Bern.
01/30/2014
Jersey’s 'future proof' funds regime to be showcased to London audience
Jersey’s position as the first ‘third country’ to offer the option of a fully-compliant AIFMD regime is set to be highlighted at Jersey Finance’s annual Funds Conference in London this year.
01/29/2014
Sesame advisers will no longer be able to recommend non-mainstream investment products under the firm's new restricted proposition, managing director Stephen Gazard has said.
01/29/2014
Brewin Dolphin's revenue has been impacted by its well-flagged move to a transparent pricing model.
01/29/2014
The outflows were mainly a result of one investor in the Liontrust Global Strategic Bond Fund redeeming GBP106 million, while an institutional investor redeemed GBP39 million from the UK Retail funds.
01/29/2014
Shares in F&C rose 7.1p to 123.5p taking it above the offer price, which is at around a 30 per cent premium to before the bid announcement.
01/29/2014
The Succession Group was established in Plymouth by Simon Chamberlain in 2009.
01/28/2014
After more than 20 years in the financial-services rat race, Swiss banker Michael Reichstein packed it in and turned to horse racing for a living.
01/28/2014
Azimut Holding SpA, Italy’s largest independent asset manager, is interested in buying a fund unit from a bank to expand distribution and attract client investments.
01/28/2014
Pensions and wealth management company Mattioli Woods has posted a strong set of interim accounts with a rapid growth in its discretionary assets under management
01/27/2014
Barclays is reportedly debating the fate of its £40m-a-year sponsorship of the Premier League
01/27/2014
Hargreaves Lansdown customers will have to pay as much as £250 into their accounts to cover its new charges, or risk having their investments sold
01/27/2014
Fund arm of the German private bank targets UK with risk management range
The fund range will offer institutional investors access to markets they previously deemed too risky through a series of quant portfolio management techniques.