02/16/2020
Jupiter Fund Management in advanced talks to buy Merian Global Investors
Deal would create UK group with just over £65bn of assets under management
Wealth and Asset Management
02/14/2020
IQ-EQ shortlisted in 2020 WealthBriefing European Awards
WealthBriefing is the leading subscription-based business intelligence service for the wealth management community.
02/14/2020
Brunel Group Launches New Wealth Management Arm
The new firm will provide financial planning and wealth management to private clients, businesses, business owners, high-net-worth individuals, charities and trusts.
02/14/2020
Citi moves some €20bn in private banking portfolio to Luxembourg
Grand Duchy to become Citi's private banking hub for Europe, boost staff
02/14/2020
Coutts and Adam & Company Annual Results
A record high number of new referrals also came from the wider Group which underlines that our strategy of engaging with successful entrepreneurs in the commercial bank for their private banking
02/13/2020
European private equity firm to take over wealth platform
As the digital provider reshuffles its senior management team
02/13/2020
French Wines Facing Challenges to Growth, New Report Warns
The survey noted that Italian wines were clearly benefiting from the psychological impact of the announced increase in customs duty on French wines in the US
02/13/2020
Dolfin shortlisted for Citywealth’s Magic Circle awards and WealthBriefing’s European Awards 2020
The awards ceremony will be held on the 23rd April at the DeVere Connaught Rooms.
02/13/2020
Vontobel reports strong growth in Asset Management in 2019
This growth reflects good performance and, above all, the fact that Vontobel is leveraging its product expertise to deliver needs-oriented solutions to its clients.
02/11/2020
ZEDRA expands Central Eastern Europe and corporate services with acquisition in Poland.
This new acquisition follows on from deals in Singapore, the Isle of Man, Switzerland, Nordic markets signed and announced in 2019.
02/11/2020
Rothschild fund management boss on the hunt for deals
‘We are constantly looking to do acquisitions,’ says CEO, picking Asia as an area of particular interest
02/11/2020
WeekWatch - St. James's Place
After the laughter, however, comes the hard work.
02/11/2020
Warburg Bank appoints head of Corporate Finance Munich
He moved to Warburg from an international auditing and consulting firm.
02/10/2020
Wealth Management: Market Perspective – Unfinished business | Even lower for even longer?
The two-year-old global slowdown seemed to be bottoming out; the risk of a bigger downturn was muted by the US-China trade deal; and political uncertainty had fallen. Yet monetary policy still seemed pinned to generosity overdrive.
02/10/2020
Societe Generale: Fourth quarter and full year 2019 Results
Underlying operating expenses declined -1.0% in 2019.
02/10/2020
Channel Islands private wealth firms merge
We are now the seventh largest corporate, funds and trust player in the world by revenue and manage over 17,000 structures on behalf of more than 8,000
02/10/2020
Chase de Vere called out for lavish adviser incentives
The Chase de Vere whistleblower told The Times the whole event centred around money
02/10/2020
Glasgow-based wealth manager taken over by Independent Wealth Planners UK
£100 million manager AGL Wealth becomes group's first presence in Scotland
02/10/2020
Generali sets up innovation hub for private advisory
Banca Generali said that the new innovation centre could be described as an area for digital social working aimed at discussing issues related to fintech and investment.
02/09/2020
Rothschild receives award for best HNW Team
This award demonstrates that the panel of judges was also very impressed by Rothschild & Co's global network of more than 3,500 experts.”