05/10/2017
The combined IMFA membership would represent UK firms offering a range of financial solutions, including investment advice and portfolio management, as well as investment and execution services, financial planning and advice for private clients.
05/10/2017
The MIC will initially lead an investment program in financial institutions and natural resources with expansion into other sectors as investment capabilities are acquired.
05/09/2017
DHD is an extremely well organised and robust business which also enjoys a strong and loyal client base.
05/09/2017
Mr Murray, a former chief executive of the Commonwealth Bank, told The Australian he felt the holding company structure, where banking and wealth management was separated into two different subsidiaries, could be better.
05/09/2017
He has held leadership positions spanning, sales, products, and operations and technology across firms including Julius Baer and Citibank.
05/09/2017
We will continue to deepen.
05/09/2017
An advocate of microfinance, social investment and enterprise, and venture philanthropy.
05/09/2017
Hong Kong-based insurance major to acquire global wealth solutions biz
We work with some of the wealthiest families via our offices in Asia and around the world.
05/09/2017
Rugby World Cup and Société Générale extend worldwide partnership
World Rugby has announced that Société Générale has renewed its long-standing and hugely-successful worldwide partnership of Rugby World Cup for the 2019 event in Japan.
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
05/09/2017
In Chepstow we gather together the cream of the crop from the region’s wealth management and advisory world.
05/09/2017
The LQA tool was developed over a six-year period and uses machine learning.
05/09/2017
The lender has lifetime trackers starting from Investec bank base rate, currently 0.25 per cent plus 1.84 per cent.
05/09/2017
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 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
The Zurich-based bank is also seeking the shrink the Asian equities unit’s balance sheet
05/09/2017
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
BlackRock and UBS didn’t disclose the financial terms of the deal in the press release.
05/09/2017
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
Amy Bell joins impact investing strategy consultancy as Senior Director