12/03/2018

AFH completes biggest ever IFA purchase

At the start of the 2017 financial year, the board set itself three medium term financial aspirations: funds under management of greater than £5bn, revenues of £75m per annum and underlying EBITDA margin of 20 per cent on revenue.

12/02/2018

TheWall: Wealth Management: It is time to go digital

They are familiar with the multitude of financial technology (fintech) offerings in the market and would not want to review hundreds of paper documents and wait for an account to be opened manually.

11/30/2018

Private Wealth in the spotlight

The event was extremely well attended which is testament to Guernsey’s reputation in the London market and the calibre of speakers including Sir John Sawers, former head of the MI6 Intelligence Service, who delivered the keynote speech.

11/29/2018

CS Veteran Won't Move to UBS

The reversal comes following a skirmish over Illy's exit from Credit Suisse, as finews.com reported exclusively in September.