09/05/2014
Wealth firm loss narrows as double buy paves way for new era
However, the loss was narrower than the £270,000 hit it took in the corresponding period of 2013, helped by a more than doubling in revenue from £141,000 to £298,000 in the current review period.
09/04/2014
Hargreaves Lansdown's revenue, profits, assets under administration and active client numbers rose to new record levels in the year to the end of June.
09/02/2014
The group's revenue mix changed over the period, meaning it its now more biased towards wealth management, employee benefits and third-party pension administration than it was last year
09/01/2014
Sanlam Private Investments Wealth Management, the financial planning arm of Sanlam Private Investments (SPI), recorded a loss of more than £340,000 for 2013, its financial results show.
08/29/2014
Edmond de Rothschild Suisse SA : * Says in H1 after tax, consolidated business profit rose 32.4% to CHF 30.7 million
08/28/2014
Consolidated net profit was CHF 62.5 million for the Group
08/27/2014
The acquisition of a select private banking portfolio from HSBC in Switzerland announced in June 2014 is proceeding according to schedule
08/26/2014
Over the past six months we have again made important progress in the transformation of Van Lanschot to a specialist wealth management firm.
08/26/2014
Tight cost management and strategic focusing on international wealth management
08/22/2014
Nationalised bank ABN Amro booked net profit of just €39m in the second quarter of 2014, blaming the cost of the switch to a new pension system for the earnings plunge.
08/22/2014
Wealth Management net income was a record $285 million, up $52 million or 22% compared to last year, mainly due to higher average fee-based client assets across all businesses resulting from capital appreciation and net sales