01/07/2019
Many large banks, including Deutsche Bank, Goldman Sachs and Morgan Stanley are set to move hundreds of workers each after March this year.
01/06/2019
UBS is laying the groundwork to find a replacement for one of Europe’s longest-serving bank CEOs after high-profile departures in the past year or so
01/04/2019
In the fourth installment of our new Q&A of top players in the advisory business Chiavacci shares what it takes to win and serve very wealthy clients.
01/04/2019
Europe's lenders have been slower than their US peers to deal with the fallout from the 2008 financial crisis
01/04/2019
Global consultancy firm Aite Group outlines the 10 trends it expects to see in wealth management this year.
01/03/2019
Anxiety over how the new rules will be enforced has already triggered a flood of Chinese clients seeking to create overseas trusts.
01/03/2019
The SMP Partners’ Length of Service Awards recognise employee dedication, expertise and commitment and were presented at the firm’s Christmas party
01/03/2019
Nervous, cost-conscious investors aren’t making it easy for fund managers to grow profits
01/03/2019
With the growing burden of regulation, independent wealth managers face considerable entry barriers and competitive pressures, so success comes only to those who add value
01/03/2019
By partnering with Dakota Wealth Management, we now have the opportunity to expand the scope and value of the services we provide our clients.
01/03/2019
Its first published figures revealed an adjusted EBITDA loss of £3.66m for the year to April 30, 2016.
01/03/2019
The shifts to lower fees mean asset managers have had to find other ways to maintain margin.
01/03/2019
Senior wealth analyst, Heike van den Hoevel, said understanding why HNW investors offshore their wealth was paramount to capitalising on the rising proportion of offshore wealth.
01/03/2019
These are not skills that lend themselves to an investment products and services role, and the headhunter stresses Humair would be in his element back in a client-facing role.
01/02/2019
The new generation is more receptive to new ideas and is very comfortable asking for advice.
01/02/2019
Credit Suisse has made a very distinct shift in strategy and has shifted more of the capabilities of the bank towards Asia.
01/02/2019
Sir John, who has worked for many years in City-based investment firms, was awarded a knighthood for his work in both the political and public service worlds.
01/02/2019
Mahathir's election made him the poster boy for 90-year-olds
12/31/2018
We were quite surprised to see how relatively homogenous the mass-affluent consumers are
12/31/2018
Russak-Aminoach met her husband Re’em while studying in Tel Aviv.