07/30/2014
Heartwood’s client base has grown across its private client, charity and intermediary divisions, with total inflows of over £600 million over the past 12 months. New business was generated primarily through referrals.
07/30/2014
As the chosen partner of over 18,500 global clients, both large and small, Deltek's industry expertise and purpose-built solutions enable consulting firms to optimise their business processes and be competitive in today's global market.
07/29/2014
Discretionary portfolio management is starting to gain traction, but finding and retaining investment staff to do it is tricky, say private banking heads in Southeast Asia.
07/29/2014
Credit Suisse, one of the biggest players in dark pools, said last week the bank was working with regulators to stamp out potential abuses in the alternative trading venue.
07/28/2014
Odey, which manages approximately $12.3bn of assets, is one of few London-based hedge funds to have expanded into Switzerland since analysts predicted a big wave of departures from the UK in 2010.
07/28/2014
The banks are not required to hand over client names as part of the deal, but must commit to handing over information which will help U.S. officials set up judicial aid requests to pursue tax dodgers.
07/28/2014
Hoare’s wealth management unit grew its funds under management by almost a fifth to £1.56bn, according to its annual report, which will be filed with Companies House on Monday.