08/11/2017
Old Mutual pumps £200m into wealth arm ahead of float
Strong trading and profits in a year of investment
Wealth and Asset Management
08/11/2017
Succession sees losses deepen
This morning (11 August) Succession also published its results for the first half of 2017, which showed its funds under management had risen to £5.6bn.
08/10/2017
Luxembourg part of top destinations for asset management
Luxembourg did not speak badly of its competitors.
08/10/2017
Sanlam steps up SJP challenge with £1.5bn network deal
Sanlam has convinced us that they are the right firm to take the business forward.
08/10/2017
Intesa Sanpaolo set to buy Geneva private bank
A deal to buy Morval could be reached shortly and the closing is expected by the end of the year, the source said.
08/10/2017
Corporate teams will join world’s leading triathletes in Jersey
They will be joined by teams of corporates, including Santander Group, UBS AG, First Names Group, Ravenscroft Group, and others looking to test themselves at the same event as the best triathletes in the world.
08/10/2017
Responsible investing: Going beyond philanthropy
Impact investing has evolved from being a subset of socially responsible investing and environmental, social and governance investing, where the strategies go beyond avoiding sin stocks to focusing on positive outcomes for the environment or community.
08/10/2017
Goals-Based Investing Appeals To HNW Clients
Goals-based investing has a large “fun” component.
08/10/2017
Bern-based bank expands its reach in German-speaking Switzerland
Aside from the latest expansion plans, the private bank also aims to issue covered bonds in the fourth quarter of 2017.
08/10/2017
Zurich adviser receives Liechtenstein licence for new entity
The firm aims to have up to seven employees by the end of the year
08/10/2017
Pilatus Bank set to become a major player in the private banking space
Hamidreza Ghanbari, CEO of Pilatus Bank, discusses the Bank’s growth plan as it becomes a major player in the private banking space.
08/09/2017
ISA transfers give HNW Lending a boost
HNW Lending launched its tax-free wrapper in March
08/09/2017
Asia Bank Sale and Dutch Growth Drive ABN Amro Profit Higher
Bank’s capital ratio rose after unexpected first quarter drop
08/09/2017
Caerus firm leaves for Beaufort after Intrinsic acquisition
Was 'courted by a number of networks and consolidators'
08/09/2017
Shanghai event will celebrate 10 years of Guernsey in China
Guernsey providers are now in discussions with at least three major Chinese enterprises about setting up captive structures in Guernsey.
08/09/2017
Impacting charities, structure and the next generation
The new philanthropist wants to be much more actively involved in the impact of their giving.
08/08/2017
Julius Baer Boris Collardi Acts Fast
Well-informed sources claim the hiring offensive will continue as Julius Baer tries to hire qualified staff to drive its expansion in the north of the country.
08/08/2017
The spy next door
He also roped in a creative IT genius, Arjun Singh, to help develop a fully professional bank-ready product.
08/08/2017
Swiss Private Bank in Philippine Fund Push
The bank has used partnerships as a way into markets to chooses not to build up a presence in.
08/08/2017
Digital bank to acquire banking arm of UK’s famous luxury department store Harrods
The proposed deal also comes after a somewhat shaky time for Tandem.