12/16/2015
Julius Baer makes Luxembourg acquisition
This transaction will significantly strengthen Julius Baer's position in the Luxembourg financial centre.
Wealth and Asset Management
12/16/2015
Private Wealth Focus - December 2015
Here's a review of recent news and upcoming events from Guernsey's international finance centre.
12/16/2015
Deutsche AWM unveils smart beta bond ETF
ETFs following smart beta strategies are becoming more common within equity-based offerings, but there are few fixed income ETFs on the European market.
12/16/2015
Oddo & Cie takeover of Kleinwort Benson given go-ahead
The European Central Bank has given Oddo & Cie its approval to carry on with its counterbid for BHF Kleinwort Benson Group.
12/15/2015
Why MiFID II could boost ETF uptake among UK wealth managers
Enforced disclosure of OTC trades
12/15/2015
Great response for Kingston Smith’s Creative Vision Award entries
The Creative Vision Award offers one charity in each category the chance to win an animated 30-40 second brand film
12/15/2015
Investment Association restructure
He left the 200-member body after several asset management companies said they would be leaving, reportedly because they were concerned about the IA’s “progressive” approach.
12/15/2015
Billionaires always figure out how to head off the competition
It’s not being a genius that makes you rich – it’s stopping your rivals
12/15/2015
Vistra Group acquires leading yachting service provider
Has established itself as a leading provider in the fields of yacht registration, yacht sale/purchase-contracts, yacht finance, Maltese leasing structures and EU VAT advisory.
12/15/2015
Asset Risk Consultants signs Nutmeg to help investors put performance into perspective
The PCI are a peer group comparison tool designed to provide an understanding of the performance generated by discretionary private client investment managers.
12/15/2015
Nervy stock markets slow European Wealth's progress
Funds under management have risen by 20% to £1.2bn since the start of the financial year last November.
12/14/2015
A Foolish FTSE by Justin Urquhart Stewart
I find it faintly foolish that the main index that is quoted to us every night is one that has only the vaguest connection with the country it is purported to reflect or represent.
12/14/2015
UK Polin: Sanlam UK 'absolutely not up for sale'
Grow organically and through acquisition
12/14/2015
Old Mutual Wealth tipped to list separately from global group
The analysts said they expected Old Mutual Wealth to be separately listed but this would not happen for three years.
12/14/2015
Can Social Wealth Work? by Sebastian Dovey
Last week, trademark application miners discovered the latest digital strategy of one of the most renowned private banks in the world.
12/13/2015
Discussing the dollar – An interview with CBAM's Head of Research, Robert Alster
Yesterday, all my troubles seemed so far away The Beatles, 1965
12/11/2015
DB transfer service launches
The service is to be led by James Brooks and Peter Simes who have experience in the private banking, discretionary fund management, family office and private wealth areas.
12/10/2015
Crestbridge announces new London office
The firm will be providing specialist accounting, reporting and administration services from its central London offices in Charles II Street, St. James's.
12/10/2015
Credit Suisse, Julius Baer eye bids for BTG Pactual's Swiss unit - sources
BSI has been put on the block after its billionaire founder André Esteves was arrested
12/10/2015
Brewin to launch two new wealth services
One prong of this growth drive will be the formal introduction of services for divorcees and entrepreneurs selling their businesses.