Wealth Management
Credit Suisse gets Q1 boost from wealth management
A strong performance from its wealth management division has helped Swiss banking giant Credit Suisse post a 23% rise in first quarter profits.
Qatar licences first family office advisory firm
FACT Middle East, a specialist family office business, has been granted a licence by the Qatar Financial Centre Authority (QFCA) and is now fully operational in the Persian Gulf state.
Wealth manager ‘dating’ service secures £500k
A UK-based online “dating” service that matches affluent individuals with wealth managers has been granted half a million pounds to help build up its business in Asia.
United Kingdom | 14 Apr 15
Service upgrades could trump lower fees – Brown Shipley
Lower service charges may not necessarily be on the cards, but IFAs must provide value for their percentage, according to the head of Brown Shipley’s Manchester office Jon Sherlock
Investment | 7 Apr 15
The perfect fit- Business Strategies with M&A
Walker Crips’ acquisition of discretionary investment manager Barker Poland proves how a good match provides a fillip for a company’s core proposition.