02/22/2018
Swiss Life RM launches advisory firm in Liechtenstein
To date Andersén is the only member of the team and is not currently planning to hire more people.
Wealth and Asset Management
02/22/2018
ThinkMarkets nominated for the City of London Wealth Management Awards
The City of London Wealth Management Awards™ recognise outstanding service from the very best financial service providers.
02/22/2018
UBS's CEO sees successor coming from within: Bilanz
“Something probably would not have gone well if my successor came from outside,” Ermotti said.
02/21/2018
HSBC explores M&A options for asset management business
Shares climbing
02/21/2018
How to Hide a Russian Fortune on the French Riviera
Next month, the European Union is due to review this blacklist.
02/21/2018
Van Lanschot Kempen: strong results driven by successful strategy implementation
Digitalisation is becoming increasingly important in all our core activities and is facilitating a data-driven approach, creating opportunities to enhance our wealth management proposition for both private and institutional clients.
02/20/2018
Close Brothers introduces all-in fee
The changes went into effect this month.
02/20/2018
HSBC boss scores bumper farewell pay package as bank profits rise
He was also awarded 4 million pounds worth of shares in a long term incentive plan
02/20/2018
UBS Breaks Even in Germany
UBS Germany had posted losses for a dozen years, with a pretax loss of 71 million euros in 2016 as the last of that series.
02/20/2018
Quilter Cheviot to award £150,000 funding as part of its Dementia Initiative
From the initial applications the judging panel will select a shortlist of charities that will then be required to pitch their proposed project.
02/20/2018
BGL BNP Paribas to acquire wealth management and insurance firm
“In Luxembourg we do not see possibilities to increase to the scale necessary.
02/19/2018
Wealth managers must go digital
As wealth is passed between generations, advisers must adapt to their new target group and adopt the right technology
02/19/2018
Wealth manager acquires Grennan Advisers
The deal will see Sanlam UK acquire Grennan Adviser Ltd’s book of clients and £60 million of assets under management.
02/15/2018
Vistra Solidifies Presence in Ireland with new Acquisition
Through Vistra Alliance, Vistra has developed a strong ten year relationship with the team and we have seen first-hand that Ireland has become a key jurisdiction for inward investment.
02/15/2018
Deutsche Bank to sell Cayman, Channel Island ops
The transaction is expected to close in stages during 2018
02/15/2018
Invesco to drop Perpetual and PowerShares names in rebrand
Invesco acquired index fund business PowerShares in 2006, which currently manages $139 billion of assets.
02/14/2018
Regional Stars Awards 2018: North shortlist revealed
We reveal the five offices to make the North of England shortlist in our annual regional wealth manager awards.
02/14/2018
Credit Suisse posts third straight annual loss on U.S. tax writedown
The group said it would propose a reduced dividend of 0.25 francs per share, compared to 0.70 francs in 2016 and average expectations for 0.28 francs amongst eight analysts polled.
02/14/2018
7IM launches decumulation service for advisers
Seven Investment Management has launched a retirement planning service to help advisers in the UK look after clients at, and nearing, retirement.
02/14/2018
Old Mutual acquires IFA as deal hunt continues
Old Mutual now has more than 50 advisers across the advice arm after completing five acquisitions in 2017.