Charles Stanley strengthens Yorkshire presence with acquisition
Its Leeds office is currently recruiting for additional investment managers
Wealth Management
-
-
Downbeat investors tell advisers to pull funds from Schroders
Wealth arm reports a 21% decrease in profit before tax for H1 2019
-
Malaysian bank unveils private wealth operation in Philippines
Country is ‘one of the fastest growing economies’ as Asean economic bloc continues to prosper
-
Indian business school to offer wealth management diploma
Course will allow students to become authorised investment advisers
-
Kickstarting the wealth industry technology revolution
Three key issues facing wealth managers that are fuelling the race to digitalise
-
Ex-Coutts banker launches AI-powered wealth platform
Firm aims to reach ‘abandoned’ clients with £100,000-£2m in investible assets
-
Barclays to cut wealth jobs
Around 100 employees are understood to be in the firing line
-
Tax concerns push high net worth Indians to look offshore
Wealth managers urged to rise to the occasion or lose clients to foreign providers
-
Charles Stanley opens first Northern Ireland office
Firm eyes opportunity in Belfast, as it is ‘one of the UK’s fastest-growing financial services hubs’
-
Deutsche Bank WM enters hiring spree as parent slashes jobs
It is hoping to expand globally with 300 additional client-facing employees by 2021
-
Private bank snaps up Indian wealth manager
Deal will increase the group’s presence in the country as it looks to tap into its HNW market
-
Wealth firm aims to ‘disrupt’ global private banking space
Newly created business eyes $5bn in assets under management by 2022