11/08/2018
AJ Bell reveals stellar growth ahead of IPO
In its last set of results to the market before its IPO on the London Stock Exchange in the next few months, the Salford-based group announced revenues and profit soared.
Wealth and Asset Management
11/07/2018
Why Sustainability Matters At HSBC
As part of its mission to reduce emissions, for example, it is investing in renewable energy companies, working towards a future where 100 per cent of its electricity will come from renewable sources by 2030.
11/07/2018
Jay Welker, Wells Fargo head of wealth management, to retire
Mr. Welker and his division are reportedly being investigated for gender bias
11/07/2018
Credit Suisse pulls out of South Africa in global shift
Credit Suisse's website says it has office in approximately 50 countries and lists Johannesburg as its only sub-Saharan African location.
11/07/2018
German private bank to cut dozens of staff in equities division
One broker at the company said there had been a “round of [redundancy] consultations” held at its London office on Tuesday.
11/07/2018
Goldman to Name New Class of Partners After Wave of Senior Exits
New CEO Solomon shakes up top ranks as he assembles his team
11/06/2018
UBS Advisor Sean Dillon Named to Forbes List of Top Wealth Advisors
To be named to this inaugural list recognizes his exceptional dedication, accomplishments and expertise in meeting client expectations.
11/06/2018
SGG Group Ceo Voted European Personality Of The Year
The Funds Europe Awards, now in their fourteenth year, set out to recognise personal and company achievements and contributions within the European funds community and to credit publicly those who have advanced the cross-border agenda in the funds industr
11/06/2018
Accountancy firm launches wealth management service
Partner Mike Castleman said: “We’re very excited to announce our new venture, Newby Castleman Wealth Management, which is an appointed representative of GHC Wealth Management Limited.”
11/06/2018
AFH buys Premier Wealth Management Harrogate
AFH will pay the balance over the next 26 months based on fulfilment of certain performance targets.
11/06/2018
Asia’s ultra-rich fuel family office boom in Singapore and Hong Kong
Six private bankers on average estimated the number of new family offices in Asia had risen 15% in the first three quarters of this year over the year-ago period.
11/06/2018
Heartwood's parent company granted UK banking licence
The granting of the licence by the supervisory authorities in the UK is a crucial step on the way to implementing this structural change.
11/06/2018
Pictet seeks PM for wealth management division
The candidate should also be fluent in English and French, have at least five years of experience and at least five years of profitable track record within the fixed income and credit universe.
11/06/2018
Financial services duo form new UK wealth manager
We are very proud to announce our new wealth management service, which will offer expert personal financial advice to our customers.
11/06/2018
Private banks announce merger
The merger enhances the Bank’s capital base, bolsters its presence in Switzerland, and provides its clients with an enhanced and complementary service and product offering.
11/06/2018
Credit Suisse Launches Equity Tool
The launch of HOLT underscores Credit Suisse’s continued commitment to China and will help investors to improve their investment processes as the market further matures.
11/05/2018
American Clients: Duel Over a Couple of Bucks
Two bankers with contradicting views on the same market. Syz and Ermotti were talking about offshore banking with rich Americans.
11/05/2018
SGG Group completes acquisition of Lawson Conner
The acquisition strengthens SGG’s service offering to fund managers through the provision of a complete suite of compliance and regulatory services.
11/05/2018
GAM rebuffs Schroders approach for hedge fund unit
Embattled Swiss fund manager would prefer a sale of the whole business
11/05/2018
Financial Planning and advisory firm makes new HNW acquisition
Acquisition of Hazlems Fenton