02/01/2018
New wealth management service launched
John Lamb Wealth Management, the recently-launched wealth management business from financial planners John Lamb LLP, is now accepting new clients.
Wealth and Asset Management
02/01/2018
LGT Vestra US and Jacksonville Jaguars launch UK university scholarship
The scholarship was kicked off by former Jacksonville Jaguars quarterback and Super Bowl winner, Mark Brunell.
02/01/2018
Quilter Cheviot’s Belfast office celebrates 10 years in the city
The head of office, Nigel Crawford, said: “I am delighted to have been at the helm of the Belfast office over the past decade.
02/01/2018
Private bank raises more than £15m from shareholders
Investor demand sees firm increase fundraising total
02/01/2018
Deutsche Bank suffers deeper than expected quarterly loss
Only a charge related to US tax reform at the end of the year meant that we had to post a full-year after-tax loss.
01/31/2018
Julius Baer profits beat estimates
Julius Baer Acquires as Profit Rises
01/31/2018
Swiss private bank acquires Brazilian wealth management firm
: “We are pleased to be acquiring Reliance which will highly complement our existing business for the benefit of all clients. The combination will form the undisputed leading independent wealth manager in Brazil and demonstrates our long-term commit
01/31/2018
Time to re-think insurance for Asian high net worth clients?
The landscape for HNW insurance products in Asia in the past five or more years has become intensely competitive.
01/30/2018
UBS' Big Private Bank Winner
When he joined UBS nearly nine years ago, UBS was still reeling from the financial crisis of 2008/09
01/30/2018
Deutsche's Asia wealth unit looks to bolster recovery with more hires
“Having taken away the uncertainties and done the recovery, you now go to the growth mode,”
01/30/2018
Julius Baer’s new chief set to cement his authority at Swiss bank
Bernhard Hodler expected to tell investors he plans more acquisitions
01/30/2018
Wealth firm clients take £1.9m hit on small cap blow up
Shareholders were asked to put more money into the energy supplier towards the end of last year as it struggled to hit growth targets and buy power in the wholesale market.
01/29/2018
WH Ireland Narrows Loss Despite Rise In Costs As Revenue Grows
WH Ireland’s ‘project discovery’ relates to the outsourcing of its wealth back office to SEI and the sale of its freehold premises in Manchester.
01/29/2018
UBS Asia Pac pulls in bumper assets growth to 373b Swiss francs in 2017
Over the last two years, the Asia Pacific unit's invested assets has grown at an annual compounded rate of 20 per cent.
01/29/2018
Wealth consolidator profit jumps 83% on 14 acquisitions
The numbers represented the fourth consecutive year of growth and improved profitability for AFH since it joined in AIM in 2014.
01/29/2018
Scottish Labour’s proposed wealth tax would hit pensioners
This could hit households with a combined “wealth” of £1 million.
01/29/2018
Brokers informed: Real world threats demand bespoke solutions
This means that the true level of violent crime could be higher than reported.
01/29/2018
7IM shifts MM portfolios towards active funds as 'market becomes more discerning'
Ramped up passive exposure in 2016
01/29/2018
Rising Middle Eastern private wealth means advisers need to stay sharp
Continuous training is key for financial service professionals to stay on top of a changing market
01/29/2018
SJP stops Axa running £4.6bn fund
GMO and Jennison Associates appointed