Wealth and Asset Management

04/20/2016

RBS completes deal to sell private banking ops to Sanctum

Sanctum, which had signed the agreement with RBS in September has acquired all the necessary licenses and approvals as well as successfully managed the migration of the business, including clients and people, from RBS Private Banking, a statement said Wed

04/19/2016

Raging bull by Tim Price

The single biggest and most profitable product that the Finance Factory cranks out every day is bullshit, and each version of it is slicker and better and more dangerous than whatever came before.

04/19/2016

Gresham House is on the hunt for acquisitions

The Board and the executive team are focused on growing profitability, management fees and performance fees whilst increasing assets under management, both organically and through acquisition.’

04/19/2016

OMW launches flagship int’l multi asset portfolio range

The Old Mutual Compass Portfolio range is the first launch from the Old Mutual Wealth multi asset unit formed last year, which combines the best in class capabilities from Old Mutual Global Investors (OMGI) and Quilter Cheviot.

04/18/2016

Zurich adds Bordier UK Strategies to Retail Platform

“We choose our partners carefully and are scrupulous in our due diligence; a discretionary asset manager must be able to deliver not only on investment performance but offer the highest standards of service and ethics, qualities which are central to

04/18/2016

RiverPeak Wealth sets up investment consultancy

The team at RiverPeak know that there is little market intelligence relating to industry “norm” fees and costs easily available to clients. The experience of the RiverPeak Wealth team in the private banking and investment management market mea

04/17/2016

Beyond bulls and bears by Penny Lovell

You may remember the wonderful Nicolas Nassim Taleb’s "The Black Swan" (2007) that was described in a review by the Sunday Times as one of the twelve most influential books since World War II.