• Wealth and Asset Management
  • Executive Moves
  • Legal, Regulation & Compliance
  • more...
    • FinTech

      Alternative Investments

      Investment Banking

      Comment, Analysis & Research

      Tax

      Retail Banking

      Pensions

      Planet SOS


Wealth and Asset Management

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.

10/03/2016

Cazenove snaps up London-based private bank

In a note, Schroders stated the acquisition fits with the firm’s strategy of growing its wealth management business.

10/03/2016

Plum launches private client division

New offering comes after integration with Synergy which it bought in February.

10/02/2016

Wealth manager to sell amid losses

Had accumulated losses according to its most recent accounts filed at the Companies Registration Office

09/30/2016

RBS overhaul sees Adam & Co become Scottish ringfence

RBS will transfer most of its existing personal, private, business and commercial customers to Adam Co.

09/29/2016

Setting high standards for private bankers of tomorrow

Be opportunistic, even if it means leaving your comfort zone

09/27/2016

More savers cashing in final salary pensions

An increasing number of final salary pension scheme members want to cash in their plans, according to Old Mutual Wealth

09/27/2016

Close Brothers operating profit up

Adjusted operating profit up 20% to £200.6 million and adjusted basic earnings per share up 25% to 104.1p

  • 1
  • 2
  • 3
  • …
  • 626
  • 627
  • 628
  • 629
  • 630
  • 631
  • 632
  • 633
  • 634
  • 635
  • 636
  • …
  • 908
  • 909
  • 910

Translate

Member Area

Forgot password?
New User?   Register Now!
  • Popular
  • Recent

Amundi Asia Workshop: Accelerating growth in Asia, Amundi’s second home market

06-26-2026

Santander eyes voluntary retirement for 3,000 Spanish staff amid AI-enabled savings drive

06-25-2026

Santander publishes AI projects under an Open Source licence to ramp up shared innovation

06-26-2026

BNP Paribas Asset Management Alts announces the appointment of Karim Malak as CEO of The Boost Society

06-25-2026

CACEIS UK censured and to pay £31.7m to WealthTek clients for weak financial crime controls

06-26-2026

Lloyds and Legal & General fund finance partnership passes £1.5 billion

06-26-2026

PIMFA publishes new guidance to help firms prevent and address non-financial misconduct

06-25-2026

Mattioli Woods swoops for well-established financial planning business

06-26-2026

Barclays acquires Global Headquarters at One Churchill Place from CWG

07-01-2026

Schroders close to selling its financial planning arm for more than £200mn

07-01-2026

The specialist in the middle: Aberdeen’s Xavier Meyer on staying relevant in a consolidating world

07-01-2026

Artificial intelligence and tax disputes: top five risks for trustees using AI

07-01-2026

Many bank resignations – high demand for advice on retirement planning issues

07-01-2026

New financial planning business opens in Aberdeen

07-01-2026

Grant Thornton adds specialist talent to public sector team as local government reform expands demand

07-01-2026

Former Jupiter sales director joins Amati

07-01-2026

The Wealth Mosaic

Quick Links

  • Industry Events
  • Free White Papers
  • Featured Multimedia
  • RSS Feeds

© 2006 - 2026 Managers of Wealth Network. [Latest wealth management news, research and opinion from around the World] | Privacy Statement | Terms and Conditions

Network of websites
Managers of Wealth | Europe | Offshore | Asia | Americas | Middle East | Africa | FinTech | Funds | Legal

  • Wealth and Asset Management
  • Executive Moves
  • Legal, Regulation & Compliance
  • FinTech
  • Alternative Investments
  • Investment Banking
  • Comment, Analysis & Research
  • Tax
  • Retail Banking
  • Pensions
  • Planet SOS