05/01/2018
Over the years, while Denley always had a plan to rebrand the business, this finally came to fruition last year when the firm announced that it would be renamed Oakham Wealth Management.
05/01/2018
Quilter plc’s Multi-Asset business (Quilter Investors) today announces WealthSelect has surpassed £5 billion1 in client assets under management.
04/30/2018
The jury studies the nominees with independence and integrity, ensuring that the awards reflect excellence in the private banking industry.
04/30/2018
First quarter net client cash flow was £1.6bn, 14 per cent up on the comparable period in 2017.
04/30/2018
WealthBriefing European Awards 2018
04/30/2018
The private bank has also recorded a net new money inflow of CHF 4 million and growth of CHF 165 million in 2017, which it attributes to favourable market conditions.
04/30/2018
The SNB also recorded a loss of CHF 3.9 billion on interest-bearing securities and interest rate instruments.
04/29/2018
Winners were announced at a gala awards dinner, which was held in London on 26 April at The Guildhall.
04/27/2018
The event, held at Gaba premises in Iklin, featured keynote speeches by Stéphane Mesnard
04/27/2018
Fees, fintech, and conversations about expanding the RIA platform were some of the topics discussed by Charles Schwab's CEO. The company has nearly $3.5 trillion in assets under management.
04/27/2018
HBK, short for Hill, Barth & King, ranked No. 56 on Accounting Today’s 2018 of the Top 100 Firms, with $80 million in annual revenue, while K·Coe Issom ranked No. 69, with $64.55 million in annual revenue.
04/27/2018
Assets under management increased £2.5bn (14%) through a combination of business transfers (CIFL AuM portfolio in / CCD and Jersey booked balance out), and organic growth.
04/27/2018
Since then, the Swiss bank has revised its salary and bonus policies under board member Kai Nargolwala the compensation committee’s new head
04/27/2018
The consensus is that the growth potential is as vast as are the challenges facing the industry.
04/27/2018
EFG intends to repurchase shares from the market to fund its employee incentive plans.
04/27/2018
New Wealth Management Report: Dare to be Different
The equity market correction and volatility spike in February 2018 may be an early indicator for the approaching end of the decade-long bull run in equity markets.
04/27/2018
Some have said buyers are using the shares as a substitute for ultra low-yielding bonds
04/26/2018
The Midtown office has all of the Bank of the West’s services.
04/26/2018
Fund focuses on companies that actively contribute to addressing environmental challenges
04/26/2018
According to Credit Suisse Research Institute’s (CSRI) Global Wealth Report 2017, total household wealth in the Philippines grew by 10.7 percent per annum since 2000 to reach $662 billion in 2017.