07/27/2017
The results generated in the quarter were largely attributable to growth of client assets as a result of both net recruiting of financial advisors and market appreciation, strong investment banking revenues, and the positive impact from higher short-term
07/27/2017
Oversea-Chinese Banking Corporation's private banking business continued to achieve strong growth.
07/27/2017
Profit before tax and exceptional items up 23% to £361.5 million (H1 2016: £293.7 million)
07/27/2017
Charles Stanley’s total funds under management and administration at the end of June were £24.1 billion
07/27/2017
The number of advisers, who form part of the group’s Partnership network, also grew, rising by almost 4 per cent since the start of the year to just over 3,500.
07/27/2017
"Strong organic growth takes FUM through £10bn; further investment in underlying business."
07/27/2017
An advisory board of figures from the investment and SME community will judge entries ahead of the final.
07/27/2017
Total assets under management rose 6 percent to 146.5 billion francs in the first six months of the year, slightly ahead of a poll forecast for 145 billion francs.
07/27/2017
The effort is the latest from Goldman Sachs to take advantage of a banking license it acquired during the financial crisis
07/27/2017
A survey published earlier this year from BBH found that some 54 per cent of respondents believed that robo-advice presents an opportunity for their business as opposed to a threat.
07/27/2017
This is because they simply do not have access to this wealth, which is concentrated in London and focused on a few organisations.
07/27/2017
Lazard's record operating revenue underscores the power of our model and the global breadth and depth of our franchise," said Kenneth M. Jacobs, Chairman and Chief Executive Officer of Lazard.
07/26/2017
Private banks are hiring, and clocking higher incomes and double-digit gains in AUM, with Asia being where the wealth creation is now
07/26/2017
There's more of everything - more income, new hires and higher assets under management.
07/26/2017
But without a focus on replication and scaling-up towards sustainability, the donor may not leave a lasting impact and legacy.
07/26/2017
In a bid to transform itself from an old-fashioned stockbroker to a modern wealth manager, Brewin has spent the past few years increasing its focus on discretionary fund management.
07/26/2017
Core earnings for the second quarter ended 30 June 2017 were $37.5 million, a decrease of $1.0 million compared to the prior quarter.
07/26/2017
Now in their 11th year, the awards - which are run in association with Professional Adviser and will be hosted by BBC journalist Kate Silverton - will be held at the London Hilton on Park Lane on 26 September.
07/26/2017
Our second set of finalists recognises both individual financial advisers and wealth management companies
07/26/2017
JP Morgan is working on plans that would see its UK private bank become a branch of its EU operation, Sky News learns.