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
05/08/2017
We are pleased to partner with Zurich to introduce best-in-class insurance solutions for our clients across the network in the Middle East.
05/08/2017
The bank rebranded itself following the deal, doing away with the BSI brand, a 144-year-old Swiss bank which was disgraced by its deep involvement in the 1MDB scandal.
05/08/2017
But wealth managers and investment advisers must not lose sight of investment returns on the portfolio overall.
05/08/2017
Wealth and business service firm eyes £1bn London float
It offers a number of services.
05/08/2017
Asia is without doubt one of the most important sources of new business opportunities for UBS.
05/08/2017
It has sought out companies covering a diverse range of asset classes, geographies and styles.
05/08/2017
New marketplace for impact investments; industry in need of institutional clout.