08/11/2021
Quilter - Interim results
UK Platform delivers significantly higher flows, supporting the outlook for faster growth and operational efficiency
08/11/2021
UK Platform delivers significantly higher flows, supporting the outlook for faster growth and operational efficiency
08/11/2021
We are making progress in executing our strategy to be a personal bank in the digital age serving clients where we have scale in the Netherlands and Northwest Europe.
08/11/2021
Interview from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021) and featuring Olivier Crespin, Chief Executive Officer at Zand
08/11/2021
Operating income was around 18 percent higher year on year at 187.8 million francs.
08/11/2021
Transaction will grow CI’s U.S. platform to US$74 billion
08/11/2021
Then there’s a joint venture with investment manager Schroders Plc, which has funds of about 14.2 billion pounds ($19.8 billion) and ambitions for more “mass affluent” clients.
08/11/2021
After profit margins slimmed and a raft of advice scandals came to light in the early 2010
08/11/2021
Welcome to the Spear’s ranking of the best alternative asset advisers for ultra-high-net-worth-individuals in the UK. The list features our Top Recommended advisers
08/10/2021
Soon thereafter, the two groups established a consultation and event organizing company to identify prospective new clients and began cross-selling each other’s products into their respective client bases.
08/10/2021
The performance follows strong growth in 2020 and has been achieved against a back-drop of historically low interest rates and wider changes in the UK private banking sector.
08/10/2021
We have made good progress in simplifying and focusing our business.
08/10/2021
Tavistock Asset Management will retain Titan as investment manager for the MPS.
08/10/2021
This strategic acquisition strengthens the Group’s local presence in Switzerland, supplementing its existing capabilities to serve clients in the wider European market.
08/10/2021
Lower provisions for credit loss and expected loss in line with strong overall results.
08/10/2021
“For us, it’s essential the firms we acquire share our client-centric approach as this is absolutely fundamental to our success.”
08/10/2021
The chair of the Murray International trust died in the early hours of Monday morning.
08/10/2021
The Schroder UK Public Private trust, formerly the Woodford Patient Capital trust, has invested $13.7m into London-based banking technology firm Revolut.
08/10/2021
For the first time ever, CI’s total assets have exceeded $300 billion and wealth management assets have surpassed our assets under management, due to the rapid progress in building out our U.S. private wealth platform.
08/10/2021
Zurich-based private bank EFG, which inherited a significant but difficult Italian business when it took over its Ticinese competitor BSI, reopened its Milan office in 2019 and has been expanding its activities there ever since.
08/09/2021
The Swiss National Bank, or SNB, held $162 billion worth of stocks in 2,642 corporations per mid-year, according to the most recent SEC disclosure.