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.
07/25/2017
The group's total revenue rose 24% from £11.96 million to £14.87 million year-on-year.
07/25/2017
Swiss private bank reports a strong first-half year increase in assets under management
07/25/2017
The “Great Sanlam Cycling Challenge” led by CEO Jonathan Polin saw team members cycle 850 miles across the country, visiting all 12 of Sanlam UK’s regional offices along the way.
07/25/2017
Underlying operating expenses of £99.1 million (2016: £84.9 million) increased 16.7% year-on-year
07/25/2017
Headstart’s Managing Directors, Christophe Gaul and Manuel Mouget, will continue to lead the business.
07/25/2017
BlueOrchard has made significant progress, placing the firm on a path towards sustained growth as the leading Impact Investing Manager.
07/25/2017
The 'hat trick' is in line with consolidator acquisition trends
07/25/2017
A statement from the two is careful to note that Dominick Bank's management will remain in place and complement the pension fund's executives.
07/25/2017
But money isn't the only thing on their minds as retirement closes in.