04/29/2016
The initial stage of the restructuring, which includes the wealth management unit moving to common information technology systems and shared support facilities, are expected to eliminate several hundred jobs, according to the report.
04/29/2016
Nedbank Private Wealth has won Best UK Private Bank for a second year running at the prestigious City of London Wealth Management Awards 2016.
04/29/2016
Royal Bank of Scotland Group Plc said regulators are investigating the Coutts International private-banking business it sold to Union Bancaire Privee last year.
04/28/2016
Bosses at Wrexham-based Hadlow Edwards Wealth Management say the new acquisition will increase the number of their clients by 550 to more than 2,000.
04/28/2016
The new fund will offer commodities exposure with a flexible approach, allowing the team to take advantage of a wide range of opportunities, as well as limit downside risk.
04/28/2016
John Cryan and Jürgen Fitschen, Co-CEOs of Deutsche Bank, sent out the following message to the Bank’s employees on April 28, 2016
04/28/2016
EFG Buys Luxembourg Private Bank
The transaction will significantly strengthen EFG International’s presence in Luxembourg and will reinforce the Bank’s focus on growing its wealth management presence in Europe.
04/28/2016
The operation will focus on wealth planning for high-net-worth individuals and include property development structuring, VAT services, pension provision, yacht registration, corporate services and intellectual property and image rights structuring.
04/27/2016
European private equity group AnaCap Financial Partners has entered exclusive talks to buy Barclays' French retail banking and wealth business.
04/26/2016
European Wealth director to step down
The board and the management team would like to place on record their appreciation for his dedication, and wish him all the best for the future."
04/26/2016
St. James’s Place acquires Technical Connection
Technical Connection is the financial services sector’s recognised leader in delivering technical support, insight, proposition development, business generation and the provision of continuing professional development (CPD) to financial advisers and
04/26/2016
Van Lanschot enters the next phase of its wealth management strategy: building on a strong foundation, adapting to a changing world, taking advantage of opportunities this offers and creating value for clients
04/26/2016
Wealth management company moves offices
A Wealth management company with more than 3,500 clients in the UK has moved into a new office following a refurbishment.
04/26/2016
The range will be exclusive to SJP clients.
04/26/2016
UBS has launched a contract-based, flat-fee offering for wealth management clients with invested assets of USD250,000 and above in Taiwan.
04/26/2016
Today European Wealth has announced Gentry will resign from the board of directors and all his other directorships within the group with effect from 30 April 2016.
04/25/2016
Can millennials find fulfilment at family-run firms? by Penny Lovell
This particular intern is a millennial, a generation that some have suggested is entitled, self-centred and adverse to hard-work.
04/25/2016
Reforming the Stock Exchange by Justin Urquhart Stewart
What is the primary purpose of a stock exchange?
04/25/2016
Wealth manager profile: Canaccord Genuity's Nigel Cuming
Ongoing market volatility and macro uncertainty are two drivers behind Nigel Cuming’s asset allocation at Canaccord Genuity Wealth Management. Here he explains his view through the filters of value and opportunity
04/25/2016
Asset managers discount fees for big investors by a third
The biggest discounts were offered to institutions that backed new products. Asset managers are tempting investors to new products by marking fees down 37 per cent in Europe or 22 per cent in the US.