03/10/2017
‘StanLife-Aberdeen’ deal highlights problems for asset managers
Most of the new online wealth managers popping up have automatically turned to passive funds
Wealth and Asset Management
03/10/2017
Bank shares today like commodities in 2015.
This in-depth interview explores what makes him so different and why he is once again delighted to be scraping the bottom of the ratings barrel – and why his rivals rarely care to look there.
03/10/2017
Newbury: Kleinwort Benson and Hambros teams come together
The merger of Kleinwort Benson and SGPB Hambros is moving swiftly
03/10/2017
Split could cost Old Mutual £230m
The benefits to shareholders may be more than £2bn, while the group says it is on track to meet deadline of end-2018
03/09/2017
UBS unveils gender-lens white paper and initiatives
Women's legal protections are also still underdeveloped.
03/09/2017
Van Lanschot: strong profit increase and higher dividend
2016 was a good year for Van Lanschot despite low interest rates, major volatility and global political and social uncertainty.
03/09/2017
This $430 Billion Wealth Manager Says to Pass on U.K. Stocks
RBC Wealth agrees, noting that the U.K won’t benefit from the trend as much as continental Europe and the U.S.
03/09/2017
Old Mutual profit up 1 pct, names new chairman for emerging markets business
Regulatory change has made it too complex to run the disparate group
03/09/2017
Old Mutual Wealth rules out acquisitions as profit falls 15%
The company suffered a slide in adjusted operating profit of 15% from £307 million to £260 million.
03/09/2017
Swiss private bank Lombard Odier's 2016 profits fall, assets rise
The rise in client assets in 2016 is positive in what was a challenging market
03/09/2017
Old Mutual Wealth spends £8m to buy advice firms
Old Mutual Wealth said it would continue to buy advice firm to grow this national business over 2017
03/09/2017
Citi Private Bank Named Overall Winner for Investment Performance at Private Asset Managers Awards
This award highlights that these efforts are being recognised throughout the industry.
03/09/2017
Wealth Manager Regional Stars Awards 2017: The 8 winners revealed
We reveal the eight winners of our Regional Stars Awards, the leading local discretionary managers, as voted for by over 700 financial planners.
03/09/2017
Old Mutual break-up on track for 2018 despite UK tech issues-CEO
The firm said in a trading statement it planned to give more detail on the platform upgrade within the next two months.
03/08/2017
The wheel of fortune
The discretion and poise that are characteristic of wealth-management companies.
03/08/2017
Succession Group acquires Independent Women
'National' service launched
03/08/2017
Indices you can measure your portfolio against
The WMA's independently calculated indices are designed to benchmark diversified portfolios of more than just shares.
03/08/2017
UBS targets mass affluent market with new wealth platform
UBS Wealth Management has rolled out a new digital platform targeting a broader pool of UK investors.
03/08/2017
Progeny Group plans to grow after merger
Managing director Neil Moles said the company is looking to hire lawyers and advisers, but is also looking to acquire other wealth management firms.
03/08/2017
Numis retracts 'disingenuous' criticism of Schroders performance
Numis said the presentation undermined the company’s claim that it was well shielded against the price threat of low-cost passive products.