07/08/2016
The professional body, seeing an opportunity in the current U.K. political turmoil, is proposing clubbing together with other top non-European Union financial centres to more closely align efforts to ensure access to EU markets.
07/08/2016
The contracts are undervalued, even after paring some losses following a “very sharp sell off post-Brexit.”
07/08/2016
So Mr. Vonnegut has put together a guide showing how an investment professional can be successful five years from now in the wealthy client niche.
07/08/2016
The consolidator has bought Hamilton-based Caledonia Financial Planning for a total consideration of £2.5m.
07/07/2016
The national advice firm acquired London-based PFP Group and Managed Wealth last year and now plans to continue growing.
07/07/2016
Acquisition is fourth in RIA channel since last year and eighth overall in 2016
07/07/2016
Taxing wealth leads declared wealth to disappear, says a new study based on experience in Switzerland
07/07/2016
The fund will be managed by the investment team at Indus Capital, led by Sheldon Kasowitz, CFA, Managing Partner and co-founder of Indus Capital.
07/07/2016
This is a sharp decline from the US$ 126.7 directly invested in the first half of 2015.
07/07/2016
By consolidating mutual fund processing, clients will have a single outlet for all asset reporting and settlement.
07/07/2016
It might seem an under-statement to say that EFG International’s integration of the BSI business is coming at an especially challenging time.
07/07/2016
In 2017, a second group of countries will implement the CRS, with the exchange of information starting in 2018.
07/07/2016
Bank Julius Baer says go for gold, bats big for India among EMs Seventh pay commission, GST expectations, monsoon will push growth for the India, says Mark Matthews of Bank Julius Baer.
07/07/2016
As global growth has slowed and the markets have been whipsawed by volatility, Temasek is reshaping its portfolio and tempering expectations for future returns.
07/07/2016
The firm said it racked up a record number of new client wins.
07/07/2016
In the quarter, Impax received net inflows of GBP112.0 million, primarily from investors in Europe and from an initial allocation from a new North American client.
07/07/2016
It recognises too that the industry is at something of an inflection point.
07/06/2016
Switzerland's second-biggest lender said in March it would shave an additional 800 million Swiss francs ($821 million) off costs and cut 2,000 more jobs from its global markets division, bringing the total to 6,000 job losses.
07/06/2016
This 2015 report presents the five pillars of the Group's sustainability strategy and gives a complete overview of its performance and progress compared to the previous year and in the context of its new Sustainability objectives, across its Private
07/06/2016
Employees told, “No new business, don’t go.”