10/11/2016
OMGI’s Tonkinson: We are expanding our international footprint
He started out as an independent financial advisor at Towry Law, and spent the earlier years of his career at Prudential and Fidelity.
Wealth and Asset Management
10/11/2016
Leeds-based Progeny launches new investment management firm
The new investment management firm offers a tailored investment solution, working with clients to navigate the financial markets by growing and preserving future wealth.
10/10/2016
ABN Amro weighs sale of Asia private-banking business
The cost to the banks is climbing fast, and some players may just decide to focus back on their more profitable core business.
10/10/2016
UBS Wealth Management Moves Downmarket in Bid for More Clients
Other banks are turning to technology to reach investors.
10/10/2016
440 Strand to remain the historical home of Coutts after purchase
Extending the long standing association that Coutts has with the Strand will help secure the prestigious brand's future and set the foundations for the bank's continued long-term growth.
10/10/2016
Now the ‘merely affluent’ can pay UBS to manage their wealth
UBS is also opening its doors to the merely affluent in Germany and Taiwan, through different programmes.
10/10/2016
Stonehage Fleming acquires leading HNW adviser
London-based FF&P Wealth Planning, was launched in 2011 following a strategic partnership between Asquith & Partners and Fleming Family & Partners.
10/10/2016
City Financial agrees to sell The Adviser Centre to Embark Group
Transfer of ownership is part of a commercial agreement between Embark and City Financial
10/07/2016
Neptune partners with Raymond James to launch wealth arm
Neptune said Equester Capital Management will be a branch of Raymond James
10/07/2016
European Wealth acquires £120m Towry client book
The £1 million consideration will be paid in instalments.
10/07/2016
Credit Suisse's new Swiss bank to go live on November 21
He also wants to cut costs by at least 4.3 billion francs by the end of 2018.
10/07/2016
ABN Amro "not in play" after Nordea approach - officials
ABN Amro are not looking for a buyer and were approached by Nordea about a merger
10/06/2016
Major acquisition of Barclays UK trust business unit announced
Opens up new business lines and increases size of the company by 25%
10/06/2016
Raymond James completes takeover of Deutsche Bank's US Wealth arm
The newly rebranded entity will continue to have a strong relationship with its former owner Deutsche Bank.
10/06/2016
The Key to Wealth Management Success: A Smarter Type of Growth
Success is about smart growth
10/06/2016
Edmond de Rothschild manager puts half of fund in low-rated debt
The main contributor last year was to avoid the correct situations and to avoid the defaults.
10/05/2016
Nervous Sarasin ups alternatives exposure
US profits are fading; cash and bond yields are gradually moving higher
10/04/2016
Close eyes three regional wealth gaps after fund arm sale
He also indicated the firm would like to expand its existing office in Manchester.
10/03/2016
Wealth firm snaps up East Anglian IFA
The company will add £25 million to AFH's funds under management.
10/03/2016
AFH acquires assets of CFS Financial Planning
An initial cash consideration of £378,920 has been paid upon completion.