09/02/2016
Intesa Sanpaolo, UniCredit asset manager merger not on table - Intesa SanPaolo CEO
Italian media has said a merger of the two asset managers could be an option UniCredit might consider to help beef up its capital base.
Wealth and Asset Management
09/01/2016
Amundi completes deal to acquire equity fund house
KBI Global Investors will also significantly strengthen our offering in the equity asset class.
09/01/2016
Quilter Cheviot Passes £1BN Milestone
Its 25-strong team includes 12 qualified investment managers.
09/01/2016
WMA Selects MSCI For Private Investor Index Series
The Committee debated what flexibility in an index provider is necessary so that these enhancements can be delivered when required.
09/01/2016
Handelsbanken completes acquisition of Dutch wealth management firm
Handelsbanken is acquiring all shares in Optimix, which will become a wholly owned subsidiary of Handelsbanken.
08/31/2016
Duncan Lawrie losses double to £2.8m on restructure
He added that the results remained in line with expectations.
08/31/2016
Moelis & Co. pays its London partners very well indeed
In the 12 months ending 31st December 2015 these partners generated £62m ($81m) in revenues (£3.6m per head).
08/31/2016
London based Private Bank to expand Scottish business
The London-based private bank plans to expand on “burgeoning demand” from overseas investors
08/30/2016
Godfrey trust to make managers wait 7-years for pay rewards
So obliging staff to hold shares for seven years will align their interests with our investors’ objectives.’
08/30/2016
UK wealth management firm makes acquisition
Based in Wolverhampton with 107 advisers nationwide and assets under advice of around £1bn.
08/30/2016
Valartis Group reports CHF 46.5m loss
The approvals mean that the two major conditions precedent on conclusion of the sale's transaction have now been fulfilled.
08/30/2016
VP Bank to Embark on Hiring Spree
VP Bank achieved significant inflows of client money in Asia.
08/29/2016
Britain's oldest bank C Hoare and Co reins in London mortgages
Britain's oldest bank, C Hoare and Co, has pulled back on lending to the London housing market.
08/29/2016
Dukes and other super-rich are not the only ones who can reduce death duties
While attacked as a way to avoid inheritance task, setting up a trust is a legitimate form of financial planning which is available to anyone
08/28/2016
Coutts current account fee to increase £300 as banks cut customer benefits
Coutts, which is owned by Royal Bank of Scotland, also plans to end free travel insurance for its customers.
08/26/2016
UBS Sees Europe Wealth Hub Shrinking Assets, Costs
The bank will continue to streamline its operations once the move is complete.
08/26/2016
UBS Europe Ready for Takeoff, Paper Says
Only minor details are left to be finalized.
08/26/2016
Barclays on track for deals bonanza to lighten its balance sheet
This comes as the bank pares back its global footprint amid regulatory pressure and ultra-low interest rates.
08/26/2016
Guernsey Finance Unveils New Brand To Promote Guernsey
The rebranding follows lengthy consultation with local industry focus groups and means that Guernsey Finance will promote the jurisdiction overseas under the brand of WE ARE GUERNSEY.
08/26/2016
Secrets of my success: Alison Rose, RBS's commercial and private banking chief
I’m normally in the office from around 7am and my day is typically a mixture.