11/20/2018
Assets under management at CHF 395 billion – Net new money growth close to 5% – Drop in client activity in Q3 affecting gross margin and cost/income ratio – Enhancing focus on core markets and reducing complexity
11/20/2018
Thesis Research and Consultancy Service (TRACS)
11/20/2018
The firm runs a national partnership of 38 advice firms, which it hopes to grow to 45 by the end of the year.
11/20/2018
Earlier this month the group’s CEO Alexander Friedman stepped down and David Jacob was appointed as interim CEO.
11/20/2018
The number of jobs wasn't disclosed, and appears to be as yet unclear due in part to U.K. labor law.
11/19/2018
Mr Murphy’s brother in law Damian Pike, who was previously in charge of business development at logistics specialist DHL, has been brought in to run the advisory arm
11/19/2018
Acumen has completed the takeover of Wyre Investment and Financial Management, taking on two staff, 400 active clients and funds under management of around £40m
11/19/2018
We have championed small businesses.
11/19/2018
Major investors Invesco Perpetual and Seneca Investment Managers will take on a 180-day lock-in, as will former AJ Bell employees who still have shares in the company and wish to sell them.
11/19/2018
Beaufort has 18 member firms in the partnership, having added five this year, both existing and newly established, while also expanding into Wales last summer.
11/16/2018
The bank also said that it will continue to invest in talent and seek to grow revenue in wealth management and investment banking.
11/16/2018
SJP argued the main features and benefits of EIS were outlined in the fund fact sheets but Mrs H said she hadn't been given any sheets at the time of the meeting.
11/16/2018
EOS comprises the Edmond de Rothschild portfolio management and distribution management system, based on leading market solutions, Simcorp Dimension and Microsoft Dynamics.
11/15/2018
To be made available from this month, the two portfolios will seek higher average ESG score as well as lower portfolio carbon intensity than the market.
11/15/2018
As per the agreement, Patriot will become a unit of Mariner Wealth Advisors from 1 January 2019.
11/15/2018
By harnessing the expertise of our global team, working with trusted partners and bringing some cutting-edge innovations to the family office space, JTC Private Office can help cement our position as a market leader.'
11/15/2018
The award recognizes the advantages of a specialized advisory model offered to private banking clients in more than nine countries.
11/15/2018
As of 31 October 2018, Assets under Management were CHF 140.1 billion
11/15/2018
Overall, our banking businesses remain well positioned, and we continue to invest in maximising their long-term potential while maintaining our prudent approach to lending.
11/15/2018
The results statement showed the asset management business made a profit of £91.5m in the six months to 30 September, an improvement on the £83.2m achieved in the same period in 2017.