04/01/2018
To Bond or Not to Bond... Ezora: the Easter Dilemma by Penny Lovell
What I need right now is some of the clever, independent thought that Sanlam has shown when it comes to successfully managing our client’s investments.
Wealth and Asset Management
04/01/2018
UBS to seek fund manager savings from wealth management merger
Swiss bank aims to use the heft of its $2tn assets to win discounts
03/30/2018
AIB talks to buy Investec Ireland falter
Period for exclusive discussions due to run out this weekend
03/30/2018
French boutique completes purchase of asset manager
This comes as the latest purchase in a chain of acquisitions for Financière d’Uzès, which bought independent financial adviser JFB Finances in 2015 and asset management boutique Prais Lyon Gestion in 2013.
03/29/2018
UBS begins global wealth management shift by merging teams
UBS is now combining the regional teams responsible for managing products and services related to alternative investments, investment mandates and partnerships, an internal memo seen by Reuters and confirmed by the bank said.
03/29/2018
Ardian backs French wealth management advisory firm
One of the leading independent wealth management advisory firms in France
03/29/2018
Old Mutual Wealth suspends pension transfer service
We will complete all requests that have already been submitted
03/28/2018
Arbuthnot installs new systems as it reveals plans for 'Arbuthnot Direct'
The bank also announced that it will be rolling out a direct to market retail deposit offering called Arbuthnot Direct, which is expected to soft launch in the middle of the year.
03/28/2018
Deutsche Bank sells off another private banking business
The leading financial institution in Northwest Spain, with 640 branches and more than 4,600 employees.
03/28/2018
Old Mutual Wealth confirms name change
The first business to be renamed is expected to be the multi-asset business, which will become Quilter Investors.
03/28/2018
Arbuthnot Banking's full-year profit jumps on surge in lending
Arbuthnot Banking Group stuck to its optimistic stance over Britain’s vote to leave the European Union, saying that the associated turmoil would create investment opportunities.
03/28/2018
Abanca to buy Deutsche Bank’s private and commercial banking in Portugal
Abanca, which already operates four branches in Portugal, is acquiring Deutsche Bank’s business to expand its operations in the high affluent and private banking segments in the country.
03/27/2018
Momentum Wealth and Provisca part company
Guernsey-based platform Momentum Wealth International is bringing its marketing and distribution back in-house and has ended its contract with Provisca, which had been providing these services.
03/27/2018
Lombard International AUA rises 5% to €74.3bn
Lombard International increased its global connectivity through continued international expansion.
03/26/2018
Churchill was right: We make a living by what we get, but we make a life by what we give by Penny Lovell
The poet Philip Larkin put it so beautifully: “The trees are coming into leaf/Like something almost being said.”
03/26/2018
This 220-Year-Old German Bank’s Considering a Robo-Adviser for Companies
According to the consultant, there are currently around 40 robo companies in Germany.
03/26/2018
Heartwood expands ethical multi-asset range
Each fund will target a defined return over inflation and is run to a specific benchmark target (CPI plus) that is aligned to its risk profile.
03/23/2018
Deutsche Bank prices shares of DWS, unit valued at €6.5bn
Offering price for partial float of fund management business is toward lower end of range
03/23/2018
How SJP picks its fund managers
In an exclusive interview with Money Marketing, SJP chief investment officer Chris Ralph reveals how the largest UK wealth manager selects fund managers, how it decides when to replace them, and how it deals with their mistakes.
03/22/2018
Top 30 Under 30: the 2018 class of new wealth talent
Once again Wealth Manager has selected the rising stars of the UK private client investment management industry.