07/23/2015
Overall, our wealth management activities produced an improved performance and generated a good return on regulatory capital as a few initiatives are bearing fruit, particularly in Asia Pacific and in Switzerland.
07/23/2015
Record quarter-end Private Client Group assets under administration of $475.4 billion, up 5 percent over last year’s June and 1 percent over the preceding quarter
07/22/2015
The firm - the first of the listed UK asset managers to report figures for the past three months - said investors had experienced significant upheaval over the quarter.
07/22/2015
Our effective tax rates were 35.6 percent in second-quarter 2015
07/22/2015
Our effective tax rates were 35.6 percent in second-quarter 2015
07/21/2015
Initially, the focus will be on providing business banking services to its entrepreneurial private banking clients.
07/20/2015
The current management team will continue to run the business independently with the existing staff and pursue the same client-focused strategy
07/20/2015
WH Ireland has grown revenues by a tenth with the Manchester-headquartered financial services company advising investors that it was "cautiously optimistic" about the next six months
07/20/2015
Morgan Stanley is coming off a strong first quarter in which Chief Executive James Gorman's strategy of de-emphasizing risky businesses like bond trading and bulking up more consistent ones like wealth management bore fruit.
07/17/2015
Bordier UK saw pre-tax profits tumble 29% over the 18 months to December 2014 after a substantial outlay to establish a new international investment operation.
07/16/2015
Net Income of $4.8 Billion
07/16/2015
Goldman Sachs Group Inc reported its smallest quarterly profit in nearly four years on Thursday as litigation provisions soared and investors pulled back from bond trading.
07/15/2015
The wealth unit’s Q2 results had an 11% rise in profits on higher asset-based fees
07/15/2015
This demonstrates the value of the deep, strategic relationships we maintain with our clients and validates the strength of our solutions-oriented business model.
07/15/2015
Bank of America’s wealth unit had another lackluster quarter, with a 5 percent drop in profits and revenues in line with a year ago.
07/15/2015
Global wealth management also saw a significant increase in assets under management.
07/14/2015
Asset Management revenue rose 6 percent to $3.2 billion.
07/02/2015
Sanlam UK netted £10 million as a result of Old Mutual Wealth’s acquisition of network Intrinsic.
06/30/2015
EDRINGTON Group has hailed strong performance of its core whisky brands but a near £239 million impairment charge on Brugal rum pushed the company into an annual loss.
06/30/2015
Wrap platform Novia slumped into a £779,000 pre-tax loss for 2014 after selling its joint venture with Aegon hit its revenue.