08/11/2021
Once mighty bank-licensed cohort shrinks to 500-odd advisers
After profit margins slimmed and a raft of advice scandals came to light in the early 2010
08/11/2021
The best alternative asset advisers for ultra-high-net-worth individuals
Welcome to the Spear’s ranking of the best alternative asset advisers for ultra-high-net-worth-individuals in the UK. The list features our Top Recommended advisers
08/10/2021
UBS Launches Wealth Management JV in Japan
Soon thereafter, the two groups established a consultation and event organizing company to identify prospective new clients and began cross-selling each other’s products into their respective client bases.
08/10/2021
Hampden & Co reports strong first half to 2021
The performance follows strong growth in 2020 and has been achieved against a back-drop of historically low interest rates and wider changes in the UK private banking sector.
08/10/2021
We have made good progress in simplifying and focusing our business.
08/10/2021
Tavistock Asset Management will retain Titan as investment manager for the MPS.
08/10/2021
Apex Group expands European fund marketing and distribution capabilities with acquisition
This strategic acquisition strengthens the Group’s local presence in Switzerland, supplementing its existing capabilities to serve clients in the wider European market.
08/10/2021
Lower provisions for credit loss and expected loss in line with strong overall results.
08/10/2021
“For us, it’s essential the firms we acquire share our client-centric approach as this is absolutely fundamental to our success.”
08/10/2021
The chair of the Murray International trust died in the early hours of Monday morning.
08/10/2021
The Schroder UK Public Private trust, formerly the Woodford Patient Capital trust, has invested $13.7m into London-based banking technology firm Revolut.
08/10/2021
For the first time ever, CI’s total assets have exceeded $300 billion and wealth management assets have surpassed our assets under management, due to the rapid progress in building out our U.S. private wealth platform.
08/10/2021
Zurich-based private bank EFG, which inherited a significant but difficult Italian business when it took over its Ticinese competitor BSI, reopened its Milan office in 2019 and has been expanding its activities there ever since.
08/09/2021
The Swiss National Bank, or SNB, held $162 billion worth of stocks in 2,642 corporations per mid-year, according to the most recent SEC disclosure.
08/09/2021
Depending on the fund, $35.42, $35.40 or 35.03 euros ($41.46) per share will be paid out.
08/09/2021
Asian wealth revenues in the first half increased 26 percent and account for much of global wealth revenue growth.
08/09/2021
An Italian financial institute wants to build a European private banking empire from Switzerland.
08/09/2021
“Tilney and Smith & Williamson are two of the leading wealth management businesses in the Midlands and so we are delighted to be able to bring them together as one team at 103 Colmore Row."
08/09/2021
Volatility and meme stocks help boost takings as investment platform says new generation of investors is here to stay
08/09/2021
Goldman Sachs is reportedly offering free food as part of its push to convince employees from its global offices to ditch work-from-home measures and return home.