10/03/2012
Swiss wealth management boutique to acquire Clariden Leu (Europe)
The purchase price for the transaction will not be disclosed.
Wealth and Asset Management
10/03/2012
Reading-based wealth management firm gets FSA OK
Mr Ronaldson said: “The initial acquisitions are proof of the strength of our proposition and a testament to the quality of the client-facing process that we have been building since we announced our formation and funding back in May.”
10/03/2012
Lloyds Remains Committed to Swiss Wealth Hub as Assets Decline
“Switzerland is a strategic priority, and it’s somewhere where we are investing,” Galley, who is based in Geneva, told reporters in Nyon, Switzerland today. “We’re not struggling at all.”
10/03/2012
UK Private Bank Joins London Stock Exchange
As a non-direct member firm Arbuthnot Latham will benefit from access to a network of major international financial organisations and listed companies.
10/02/2012
Fairbairn name dropped in Nedbank restructure
The name change is subject to regulatory approval.
10/02/2012
ARC Charity Indices - RESEARCH
The Q3 2012 performance estimates for the ARC Charity Indices have been calculated.
10/02/2012
Barclays restructures its wealth management team
‘This ties into the firm’s ambition to integrate its core efficiencies and harness all resources across the business for the benefit of our clients,’ a Barclays spokesperson said in an accompanying statement.
10/01/2012
Investec Wealth raises new client fees after de Broë integration
Investec Wealth & Investment’s has unified its rate card following its integration with Williams de Broë, in a move which will see charges raised for new private clients.
10/01/2012
Canaccord Completes Acquisition
Canaccord Financial has announced that its acquisition of Eden Financial's wealth management business completed today, following the approval by the UK's Financial Services Authority.
10/01/2012
FT survey says family offices favour developed world
The investing habits of traditionally secretive family offices have been revealed in a Financial Times Group report, carried out in conjunction with RDS Capital.
10/01/2012
Emirates Palace to host Coutts Polo at the Palace
Emirates Palace has announced it will host Coutts ‘Polo at the Palace’; a two-day tournament set to be one of the most exciting events in Abu Dhabi’s social calendar.
10/01/2012
BNY Mellon Acquires 100% of WestLB Mellon Asset Management
WestLB Mellon Asset Management was formed in early 2006 as a 50:50 joint venture between BNY Mellon and Portigon.
09/30/2012
London-based wealth manager in £3.5m bolt-on
Acquisition follows plans, announced last year, to increase private client wealth management proposition.
09/30/2012
Alexander Beard Group in Outsourced Investment Partnership
Cheshire headquartered international financial services firm, ‘Alexander Beard Group plc’, has entered a partnership agreement with London & Capital, to provide an outsourced, discretionary managed investment proposition for use by its UK-
09/30/2012
Impax AUM falls
The Board expects the Company's operating earnings to be broadly in line with market expectations.
09/30/2012
City Financial acquires Eden Financial AM
City Financial has bought the asset management arm of Eden Financial in a move to bolster its UK equity, fixed income and multi-asset presence, Investment Week can exclusively reveal.
09/27/2012
Fairbairn name may disappear as Nedbank restructures HNW proposition
Nedbank Group Board took the decision to consolidate the group’s HNW client offerings
09/27/2012
Wells Fargo to target wealth management, retail and institutional investors
This is for the first time that Wells Fargo is taking assistance from any external PR advisers.
09/27/2012
Barclays new vault opens for gold
The decision stemmed largely from its customers' desire to have all aspects of their investment in precious metals handled by one firm.
09/27/2012
European Wealth makes third acquisition in South East push
The acquisition is European Wealth’s third in the two years since it launched.