12/07/2017
Banque Syz launches equity-linked bond with World Bank
The project is led by Carole Millet and Manuel Terreault from the Geneva group’s advisory team.
Wealth and Asset Management
12/07/2017
European Wealth Management Market for UHNW Women 2017-2028 - Research and Markets
This new report analyses the background to and reasons for the growth in women's wealth at the ultra-high net worth level in Europe and forecasts how it will develop and continue to grow over the next five years.
12/06/2017
Regional compass: 14 wealth offices that shut and closed in 2017
We are fast approaching the end of a truly busy year, which saw companies both expand and shrink. Here is a selection of office opening and closures that took place this year.
12/06/2017
Wealth migrate continues expansion with new uk office
The global real estate investment marketplace has opened a new office in the UK and appointed a new regional CEO to meet growing demand
12/05/2017
GAM expands $11bn ABS range with new launch
The new fund will be managed by Citywire + rated Tim Haywood and Mark Dragten.
12/05/2017
Wealth boutique aims to double inflows on IPO boost
Paul Hogarth, group chief executive, said he is encouraged by the raised profile since the IPO and expects to see a dramatic increase in inflows.
12/05/2017
Deutsche Asset Management to adopt DWS as global umbrella brand
The rebranding of all legal entities and product lines will be completed in 2018.
12/04/2017
Fairstone Buy Brings £160m Into Business
Fairstone Has Bought A Glasgow
12/04/2017
Brown Shipley Acquire and Integrate London branch of IdB
Most recently, Brown Shipley acquired The Roberts Partnership, a Manchester-based financial planning and wealth management company
12/01/2017
Wealth Manager Must Pay Damages Over Risk Profile Failings
Wealth Manager Has Been Told To Pay Damages To A Client After It Was Found To Have Deviated From The Risk Profile
12/01/2017
Wealth Management Boss Arrested After Financial Authority Probe
Community’s Well Known Financial Adviser Freddy David Under Investigation, Days After Stepping Aside From HBFS
12/01/2017
Italy’s Mediobanca launches private bank in asset management push
It underlines the efforts of Mediobanca, under chief executive Alberto Nagel, to pivot away from its postwar role as a powerbroker of Italian finance at the centre of a web of cross shareholdings.
11/30/2017
HSBC: Preserving 150 years of corporate brand identity
HSBC is one of the largest financial services organisations in the world.
11/30/2017
UBS chief clashes with regulator over banker pay
Sergio Ermotti also defended the bank's performance in a struggling global economy
11/30/2017
Premier sees assets jump
The company said its AUM has expanded further since compiling its published update, to £6.3bn as at 28 November 2017.
11/29/2017
Regional Powerhouses: Where In The UK Is Wealth Flourishing?
Where In The UK Are Start-Ups Able To Flourish?
11/29/2017
Private banking disrupts Italy’s wealth management market
As supply and demand models change in Italy’s dynamic wealth management industry, private banking is emerging as a key disruptor
11/29/2017
Brewin Dolphin Eyes Adviser Hires In Planning Push
Brewin Revealed new Hires Ranging From Apprentices To Paraplanners And Financial Planners
11/29/2017
Sanlam and 7IM launch Sanlam Onshore Bond to meet demand
The Sanlam Onshore Bond can invest in authorised and regulated
11/28/2017
Barclay expected to return to Asia and Middle East two years after leaving the region
European and US lenders are rushing to grab a share of the increasingly affluent market in Asia, with Credit Suisse, UBS and Citigroup all vying for clients.