11/04/2019
Wealth consolidator makes eighth acquisition of the year
AFH says the pair will retire once the acquisition completes, meaning that all current Groom Associates clients will now be serviced by existing AFH advisers.
Wealth and Asset Management
11/04/2019
City ‘Superwoman’ to revive Bramdean investment business
Nicola Horlick plans to raise £10bn over the next five years, initially targeting insurers
11/01/2019
Schroders completes acquisition of majority stake in BlueOrchard
“Impact investing will be a mega trend, as our clients want to use their assets to do more than just earn returns and Schroders is now at the leading edge of this.”
11/01/2019
Lombard Odier celebrates thirtieth anniversary of its Vevey office
Our Vevey office pursues our primary mission of preserving and growing the assets of our clients, while fostering a long-term close relationship based on trust
11/01/2019
Intertrust completes acquisition of ABN AMRO’s Escrow & Settlement business
Following closing of the deal, ABN AMRO’s Escrow & Settlement business will be integrated and rebranded into Intertrust.
11/01/2019
Brewin Dolphin Boosts Irish Presence As Completes Investec Wealth Buy
Brewin said the total consideration, of EUR50.2 million, consisted of EUR13 million in net assets and client relationships of EUR37.2 million.
11/01/2019
Intertrust completes acquisition
Following closing of the deal, ABN AMRO’s Escrow & Settlement business will be integrated and rebranded into Intertrust.
10/31/2019
Van Lanschot Kempen trading update: third quarter 2019
This will take the amount we’ll have paid to shareholders since 2016 to a total of over €330 million, in the shape of dividends and capital returns.
10/31/2019
EFG International opens advisory office in Dubai
EFG is also announcing the appointment of Sascha Pietrek, who will head EFG’s Dubai presence
10/31/2019
Lloyds profits plummet as PPI pain hits and COO quits
In an end of third quarter statement to the markets, Lloyds Banking Group boss António Horta-Osórioario said he was 'disappointed' by the impact of Payment Protection Insurance compensation on the company's balance sheet.
10/31/2019
Rhodes Wealth Management doubles clients after merger
“We are delighted to have effectively doubled the number of clients under the Rhodes Wealth Management umbrella overnight and are happy to be a part of such a knowledgeable and friendly team."
10/31/2019
BNP Paribas Securities Services records 6% boost in revenues for third quarter
During the quarter, the French-headquartered global custodian recorded a number of key mandate wins, boosting AUC and revenues.
10/30/2019
Standard Chartered PLC Third Quarter 2019 Result
Our strategy of the last few yearshas progressively created a stronger and more resilient business
10/30/2019
Schroders sells stake in UK fund house
Lincoln Peak Capital Purchases Minority Equity Interest in RWC Partners
10/30/2019
Credit Suisse profit soars and beats expectations
Helping our clients achieve their objectives ultimately ensures that we create value for our shareholders.
10/30/2019
WeekWatch by St. James's Place
A Christmas election carries its own particular risks; for one thing, many of the usual venues are already booked for Christmas parties and pantomimes – surely a gift for headline writers across the land.
10/29/2019
Investors embrace private assets as geopolitical concerns and global economic slowdown fears soar
More than half of investors (52%) said that politics and world events such as Brexit and trade wars would impact portfolio performance over the next 12 months.
10/29/2019
Edinburgh private bank to take on £35m loan book from Smith & Williamson
The Edinburgh boutique bank reported 48 per cent year-on-year income growth in half-year results released in August
10/28/2019
Wealth Manager Top 100 2019: the first 25 heavyweights
We reveal the first 25 names in alphabetical order from our annual survey on the most influential people in fund selection across the private client industry.
10/28/2019
The bold will stay ahead of the curve in asset & wealth management
Financial advisor practices across all wealth management channels and business models need to scale family office-like services to their clients across all wealth spectrums.