05/09/2017
Seventh-generation private bank sees Scots growth outpace rest of UK
Overall, we’re continuing to take on new clients in Scotland
Wealth and Asset Management
05/09/2017
South West Regional Interview: Sue Evans, Rowan Dartington
In Chepstow we gather together the cream of the crop from the region’s wealth management and advisory world.
05/09/2017
Asset Management Unit of Denmark’s Biggest Bank Adopts Bloomberg LQA
The LQA tool was developed over a six-year period and uses machine learning.
05/09/2017
Investec launches new fixed rate range
The lender has lifetime trackers starting from Investec bank base rate, currently 0.25 per cent plus 1.84 per cent.
05/09/2017
Genstar builds fund administration platform
Headquartered in Bermuda, Apex was founded in 2003 by Peter Hughes and today provides back office, middle office, regulatory reporting and other administrative services to a global customer base of asset managers across all asset classes.
05/09/2017
LPL Financial Welcomes Long Island-Based Wealth Management group
LPL was the right partner because we have been able to evolve our offering while continuing to operate as a boutique wealth management firm.
05/09/2017
Credit Suisse to slash 35 positions in Asia’s equities business
The Zurich-based bank is also seeking the shrink the Asian equities unit’s balance sheet
05/09/2017
French bank Natixis' Q1 net income climbs 40 pct on trading surge
The investment banking-focused company said quarterly net income rose to 280 million euros ($304.9 million) driven by stronger revenue in fixed income and equities trading, as well as asset management.
05/09/2017
UBS FAs Score First Access to BlackRock Platform
BlackRock and UBS didn’t disclose the financial terms of the deal in the press release.
05/09/2017
Old Mutual to scale back its global footprint
Old Mutual is set to boost the existing executive team with a few high profile appointments as it returns back to home base with a new strategy.
05/09/2017
Tideline Deepens Impact Investing Expertise with Strategic Hire
Amy Bell joins impact investing strategy consultancy as Senior Director
05/08/2017
Standard Chartered Inks Zurich Deal
We are pleased to partner with Zurich to introduce best-in-class insurance solutions for our clients across the network in the Middle East.
05/08/2017
EFG: Skirmish in Italy
The bank rebranded itself following the deal, doing away with the BSI brand, a 144-year-old Swiss bank which was disgraced by its deep involvement in the 1MDB scandal.
05/08/2017
Why portfolios are paramount for good advice
But wealth managers and investment advisers must not lose sight of investment returns on the portfolio overall.
05/08/2017
Wealth and business service firm eyes £1bn London float
It offers a number of services.
05/08/2017
UBS in Asian Asset Breakthrough
Asia is without doubt one of the most important sources of new business opportunities for UBS.
05/08/2017
HSBC PB strikes strategic deal with 25 fund firms
It has sought out companies covering a diverse range of asset classes, geographies and styles.
05/08/2017
Philanthropy: The mainstreaming of impact investing
New marketplace for impact investments; industry in need of institutional clout.
05/07/2017
'Nobody picks on a strong man' – Charles Atlas
He now stands on the verge of becoming one of the most significant sportsmen of his generation.
05/07/2017
GAM plans to leave London’s upmarket St James’s
Area has become too expensive for Swiss asset manager under pressure to cut costs