10/10/2017
Citywealth ‘hat trick’ for three Jersey Finance women leaders
Winners of a Powerwomen Award are voted for by the public.
Wealth and Asset Management
10/09/2017
Redundancies at Royal Bank of Canada
‘We have over 1,200 RBC Wealth Management employees in the British Isles, which consists of offices in Jersey, Guernsey, London and Edinburgh. These changes impact a small number, around three per cent, of those employees. Colleagues who have moved
10/09/2017
Pacific AM to launch EM fund for boutique partner
(PAM), part of Sir John Beckwith's Pacific Investments Group, is preparing to launch an emerging markets fund next month for EM specialist partner firm North of South Capital.
10/07/2017
Mike Ashley 'Looking for Quick Sale' of Newcastle United Amid Talk of Long Overdue Takeover
Newcastle are currently 9th in the Premier League and return to action with a trip to Southampton after the international break.
10/06/2017
Old Mutual boss suggests industry buyers among OMGI bidders
It may sell subsidiaries in China, Colombia, Mexico and Uruguay as part of its break-up, he says.
10/06/2017
Charles Stanley holdouts launch their own firm
Back in May, Wealth Manager revealed that London-based investment managers Palmeri and Norton left Charles Stanley, alongside their three support staff.
10/06/2017
C Hoare results reveal £12.2 million redress payout
The sale boosted C Hoare’s pre-tax profits by £42.8 million to £70.8 million over the 12 months to the end of March.
10/06/2017
Wealth consultant ramps IPO prospects on buyer demand
Management of the business will retain a 23% stake.
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