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Deutsche Bank wins Wealth Manager of the Year in Financial Times awards

The wealth manager scored highly in a survey of mainly UK-based readers for its boutique-like approach to client service.

Nottingham Wealth Advice Firm Awarded Prestigious Industry Title

Ryley Wealth Management recently announced a move to bigger premises, relocating from Castle Quay to The Arc on ng² Business Park

Most wealth managers adopt strategy segmentation lite

As an industry, we profess to be highly client-centric. Yet often, our approach to identifying, understanding and managing client behaviours isn’t comprehensive enough, which means we don’t always live up to the rhetoric.

Casey Quirk: Fee pressure, slow growth will force managers to cut costs and evolve

In “Survival of the Fittest: Defining Future Leaders in Asset Management,” Casey Quirk outlines how money managers must change to compete in a new age.

Wealth firm begins fresh buy spree with IFA acquisition

An initial amount of £157,500 was paid upon the completion of the acquisition from AFH’s cash resources.

Class Action: Why Philanthropists are going back to school

Instead, formal education provision across the world remains patchy.

Credit Suisse Group AG Plans More Swiss Job Cuts

The Swiss bank is expected to announce its future overhaul plans on Investors Day in London

BNP Paribas Wealth Management celebrates 40 years of Art Advisory

The team is active in the three main sectors of the art market: at auction, with galleries and at international art fairs and also negotiating private sales.

ABN AMRO has reached an agreement with LGT on the sale of its private banking operations in Asia and the Middle East

LGT is a leading international private banking and asset management group.

Hampden wins HNW business

The clients required a private banking partner that could provide a high level of personal service and also one that could handle their diverse financial arrangements.

Fairstone adds £140m FUM with My Wealth Management acquisition

Fairstone has made four other acquisitions in the last three months

UBS launches UBS Europe SE

The choice of a societas Europaea as the corporate structure for the entity provides UBS with strategic flexibility.

Wealth managers respond to demand for ‘robo advice’

Brewin Dolphin the latest firm to offer a fully automated investment service

Andorra ends banking secrecy

The charge led Andorran regulators to take control of the bank, whose chief executive was arrested.

RBC Wealth Management net income up 55% from a year ago

Results were driven by strong results in Wealth Management, which includes City National Bank (City National), and higher earnings in Insurance, which includes the Q3/16 gain on the sale of our home and auto insurance manufacturing business.

City veteran Sir John Beckwith launches new asset management business

The company, founded by Beckwith and Mark Johnson in 1994, also has real estate and private equity divisions.

City veteran Sir John Beckwith launches new asset management business

The Pacific Investments group has an outstanding track record

Rothschild reports strong first half fees

First-half pre-tax profit increased by 50% to 187m

Ex-fund selector launches network for women in asset management

Morningstar looked at more than 26,000 funds across 56 countries to determine the industry’s gender representation.A former senior fund selector at Aviva Investors is launching a network for women in the asset management industry as a new report poi

Cayman Finance CEO promotes financial industry in Europe

“This trip was a continuation of our efforts to tell the positive story of that role to key influencers around the world,” he added.

Wealth and Asset Management