06/14/2018
Rathbones splashes £100m buying wealth manager
All other Speirs and Jeffrey employees will transfer to the new business and integrate with existing Rathbones staff at the firm’s Glasgow office.
06/14/2018
All other Speirs and Jeffrey employees will transfer to the new business and integrate with existing Rathbones staff at the firm’s Glasgow office.
06/14/2018
Younger customers demand different services, funds and approach than their wealthy parents
06/13/2018
TERs between 0.10% and 0.22%
06/13/2018
Another key piece of data is that billionaires in Asia are getting older which should signal significant transfer of wealth over the next two decades
06/13/2018
The company also said uncertainty around Brexit would “continue to give rise to economic volatility in the UK”.
06/13/2018
SocGen bought the Belgian private banking business, la banque De Martelaere, in 2001 for 78 million euros ($91.57 million), according to L’echo
06/13/2018
Baer’s European business chief has an eye on Britain, Germany and Spain as new business matches high-growth Asia
06/13/2018
Money is power. And women are getting more of both. Sherry Paul tells us what to do with it.
06/12/2018
The top five groups run over $5.8 trillion in assets with Asian groups making their presence felt in this year's ranking.
06/12/2018
European and Asian customers account for roughly a quarter each of the group’s assets under management, according to sources.
06/12/2018
He cited findings by Boston Consulting Group that indicated global private wealth to be $167trn in 2016 with wealth is expected to accelerate to $223trn by the end of 2021.
06/12/2018
Nicolas Mirabaud has been a limited partner since 2015 – the training grounds, so to speak, for offspring likely destined to enter the family partnership.
06/12/2018
“Comgest has always taken a long-term view."
06/12/2018
For John Moore, senior investment manager at Brewin Dolphin, the personal information he can get from such meetings is important.
06/12/2018
Market performance is supported by a number of developments in Vietnam, which Jupiter’s Teverson believes will help the country be re-classified as an emerging market.
06/11/2018
A new Global Business Committee will comprise 13 members, including the heads of EFG’s global regions.
06/11/2018
Age shall not wither us so long as our minds remain hopeful, our optimism ever new.
06/08/2018
Canadian parent Cannacord singled out the performance of the UK division, saying it had produced the 'most substantial’ contribution to its global wealth management operations.
06/08/2018
Standard Life has itself built up a £4 billion restricted national advice business through acquisitions.
06/08/2018
The company has approximately €119bn in assets under management.