08/02/2019
ZEDRA shortlisted as ‘Trust Company of the Year‘
We are delighted that ZEDRA has been shortlisted as ‘Trust Company of the Year’ in Switzerland and the Isle of Man
Wealth and Asset Management
08/01/2019
Schroders AUM up 9%
The first part of the Lloyds mandate, around £45 billion of assets, will fund in the second half of the year.
08/01/2019
StanChart first-half profit rises 3%, beats forecasts
The latest profit compared with the $2.23 billion average of 11 analyst estimates compiled by Standard Chartered.
08/01/2019
UBS plans negative interest rate levy for rich clients
Bank will from November charge 0.75% on cash balances over 2 million Swiss francs
08/01/2019
Fiduciary group to join Oak’s multi-jurisdictional business
The group has offices in Guernsey, the Isle of Man, Jersey, Luxembourg, Malta and Mauritius with more than 200 employees.
08/01/2019
Morgan Stanley's Wealth Management Revenues Could Reach $18.4 Billion By 2021
While industry headwinds are likely to weigh on wealth management fees for Morgan Stanley
08/01/2019
Charles Stanley buys Leeds-based wealth firm
We are pleased to announce that Charles Stanley has acquired Myddleton Croft, an award-winning discretionary investment management firm.
07/31/2019
PE fund launches capital raising
The company would target an Internal Rate of Return of 15 per cent and a three-four per cent dividend yield over the life of the trust and the current offer would be open to institutional investors and family offices who were the traditional private
07/31/2019
The new and promising landscape of wealth management in Asia
Singapore and Hong Kong are leading global centres for financial regulators, which gives the investing public peace of mind.
07/31/2019
5 Reasons Singapore is Winning Asia’s Wealth Management Hub Race
What seemed like a foregone conclusion then is now looking increasingly uncertain.
07/31/2019
Credit Suisse Defies Bank Gloom With New Money, Trading Beat
Main trading unit beats peers, offsetting weakness in Asia
07/31/2019
Itaú Private Bank opens offshore platform to Colombian clients
The decision to open the doors of their US business to Colombian investors is part of a larger growth plan for the Latin American market.
07/31/2019
BNP Paribas' Q2 profits buoyed by corporate and investment banking arm
Net profit during the quarter rose 3.1% to 2.47 billion euros ($2.8 billion) out of 11.22 billion euros in revenues.
07/31/2019
Union Bancaire Privée improves its scores in the UN PRI 2019 Assessment Report
This initiative aims to establish links between investing and environmental, social and governance factors, as well as to help UN PRI signatories incorporate these factors into their investment and ownership decisions.
07/31/2019
St. James's Place first-half inflows slow, misses on operating profit
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise.
07/31/2019
Credit Suisse second-quarter net profit jumps 45%, beating expectations
Credit Suisse began a share buyback program at the start of 2019, with the aim of purchasing 1 billion Swiss francs by the end of 2019.
07/31/2019
Harwood Wealth Management announces £1.8m triple acquisition
Completes third purchase
07/31/2019
Liontrust set to buy Neptune for £40m
Whole investment team moving over
07/31/2019
WH Ireland posts £11.3m loss as exceptional costs soar
New management team in place
07/31/2019
Credit Suisse second-quarter net profit jumps 45%, beating expectations
Credit Suisse began a share buyback program at the start of 2019, with the aim of purchasing 1 billion Swiss francs by the end of 2019.