02/14/2019
The latest acquisitions, as well as the recent acquisition of Innovate Financial Planning in Edinburgh, will see Progeny’s national headcount double and increase the group’s assets under advice, now well over £1bn.
02/14/2019
Revenue of $331.6 million, an increase of 7.2% or $22.2 million from $309.4 million
02/14/2019
Agreement brings complementary advisory expertise in Technology and Healthcare sectors and provides capital light and high margin critical mass to the Company's U.S. operations
02/13/2019
At the branch, the customers will receive information about relevant financial solutions after they scan their identification card at the self-help ticketing kiosk.
02/13/2019
It won ‘Best Private Banking Overall’ in Latin America and five country awards in its main markets (Spain, Portugal, Mexico, Chile and Argentina).
02/13/2019
Wealth Management today is a global business, with new professionalism to cater for specific client requirements and constantly increasing industry competition.
02/13/2019
One area he is looking to grow is the private bank's assets under management.
02/13/2019
A dedicated project team from Multrees worked closely with Saltus so that the business could select exactly which services were right for them.
02/13/2019
This is the result of our team effort and is a testimony to Accuro’s private client focus and ambition to drive positive change in its industry.
02/13/2019
Certainly it will be influencing decisions for European family businesses about whether to continue to invest or operate a base in the UK, but we are yet to see any signs of capital flight.
02/12/2019
Portugal's Banco Best and Luxembourg-based platform Fundsquare said in their statement after the test that it had showed cross-border distribution over blockchain was "more efficient, scalable and timely in processing."
02/12/2019
The product offers a range of retail investment solutions such as stocks, shares, bonds and collective investments.
02/12/2019
The fourth quarter should benefit from Manulife’s expanded distribution network across the region as well as strengthening of strategically important distribution agreements with key partners in Japan and Indonesia.
02/12/2019
The decision of a conventional retail brokerage firm to expand from its core business of selling investment products through a captive brokerage force signifies the attractiveness of the independent advisory model to many advisers with large practices
02/12/2019
It proposed an unchanged dividend of 2.10 francs per share.
02/12/2019
The gala evening brings together industry leaders to recognise outstanding practitioners in the Swiss and international private banking
02/12/2019
We are incredibly grateful to receive the Private Asset Management Award for Best Private Wealth Manager
02/12/2019
These hires continue a streak of steady hiring momentum for the banking group
02/11/2019
Key Private Bank receives its second Private Asset Management award for client service
02/11/2019
Paid with the country’s near-worthless bank notes, these amateurs in turn supply the government with hard currency to purchase badly needed imports of food and hygiene products. This gold trade is a blip on international markets.