10/06/2017
Wealth consultant ramps IPO prospects on buyer demand
Management of the business will retain a 23% stake.
Wealth and Asset Management
10/06/2017
Equiom expands European presence with two new acquisitions
The seven staff from DF Corporate Services Ltd will join Equiom Malta staff in a new office towards the end of the year.
10/04/2017
Boutique wealth firm acquires second advice business this year
Progeny Group, a boutique headquartered in Leeds, has acquired Chestergate Financial Planning, for an undisclosed sum. This is the second acquisition the firm has made in 2017. The company, which also has an office in London purchased Quadrant in March
10/04/2017
Wealth manager reveals the key to 300% profit boost
From just three advisers earlier this year, Flying Colours Wealth now has 25 and expects to have 500 advisers on its books by 2022.
10/04/2017
BNP Paribas Asset Management announces launch of Parvest Green Bond
An innovative engagement process ensures that investments have a positive impact on climate change.
10/03/2017
Estera launches in Luxembourg
It is important that we align ourselves with the Estera brand and values.
10/03/2017
Wealth investment roles among most vulnerable to robots
Automation was behind only blockchain as the fastest growing tech in asset management.
10/03/2017
Guardian Wealth enters US market
Guardian Wealth Management has launched its first office in the United States
10/03/2017
UBS France's new wealth management arm La Maison looks to hire staff
The new division was formally launched on Tuesday.
10/03/2017
Harrods Bank customers - what will happen when it's acquired by Tandem Bank?
The deal will boost app-based bank Tandem's capital, a condition of its approval by the Bank of England.
10/02/2017
Van Lanschot Kempen spins off trading platform Captin
Van Lanschot Kempen will remain involved with Captin by providing trading facilities and accounts for Captin clients.
10/02/2017
AFH snaps up wealth management counterpart
This thirteenth purchase of an IFA businesses during the current financial year demonstrates the continued high level of activity that we are seeing in the market.
10/02/2017
Northern Trust Completes Strategic Acquisition
Firmly Established as a Top 10 Asset Servicing Provider in Luxembourg and a Leading Administrator by Assets in Switzerland
10/02/2017
Leading Fund Administration Business Becomes Vistra
Specialising in auditing, tax consultancy, legal advisory, and management consultancy services, optegra has a staff of 120 professionals based in offices in Cologne, Hamburg and Munich
10/02/2017
Gibraltar Financial Services Commission supports World Investor Week
We are also publishing an article every day this week which will focus on financial matters for consumers.
10/02/2017
Old Mutual Wealth to decide on fund management unit before IPO
Chief executive plans to keep the part of OMGI that deals with multi-asset strategies
10/02/2017
JTC completes acquisition of international trust division from Merrill Lynch
The ITWS business, which will now be assimilated into JTC’s Private Wealth Services division, provides the administration of trust services for international advisory clients.
09/29/2017
Client experience must be top adviser priority
The unprecedented challenge the industry is facing is either an opportunity or a threat depending on where you stand.
09/29/2017
UBS CFO Says `Constantly Approached' Over Asset Management Unit
Many banks that are owners for asset management see it as way to address capital challenges.
09/29/2017
Chinese and Luxembourg Bankers Get Closer
The agreement aims at establishing a regular communication and information sharing between the two banking associations as well as at jointly organising professional events.