12/05/2017
Deutsche Asset Management to adopt DWS as global umbrella brand
The rebranding of all legal entities and product lines will be completed in 2018.
Wealth and Asset Management
12/04/2017
Fairstone Buy Brings £160m Into Business
Fairstone Has Bought A Glasgow
12/04/2017
Brown Shipley Acquire and Integrate London branch of IdB
Most recently, Brown Shipley acquired The Roberts Partnership, a Manchester-based financial planning and wealth management company
12/01/2017
Wealth Manager Must Pay Damages Over Risk Profile Failings
Wealth Manager Has Been Told To Pay Damages To A Client After It Was Found To Have Deviated From The Risk Profile
12/01/2017
Wealth Management Boss Arrested After Financial Authority Probe
Community’s Well Known Financial Adviser Freddy David Under Investigation, Days After Stepping Aside From HBFS
12/01/2017
Italy’s Mediobanca launches private bank in asset management push
It underlines the efforts of Mediobanca, under chief executive Alberto Nagel, to pivot away from its postwar role as a powerbroker of Italian finance at the centre of a web of cross shareholdings.
11/30/2017
HSBC: Preserving 150 years of corporate brand identity
HSBC is one of the largest financial services organisations in the world.
11/30/2017
UBS chief clashes with regulator over banker pay
Sergio Ermotti also defended the bank's performance in a struggling global economy
11/30/2017
Premier sees assets jump
The company said its AUM has expanded further since compiling its published update, to £6.3bn as at 28 November 2017.
11/29/2017
Regional Powerhouses: Where In The UK Is Wealth Flourishing?
Where In The UK Are Start-Ups Able To Flourish?
11/29/2017
Private banking disrupts Italy’s wealth management market
As supply and demand models change in Italy’s dynamic wealth management industry, private banking is emerging as a key disruptor
11/29/2017
Brewin Dolphin Eyes Adviser Hires In Planning Push
Brewin Revealed new Hires Ranging From Apprentices To Paraplanners And Financial Planners
11/29/2017
Sanlam and 7IM launch Sanlam Onshore Bond to meet demand
The Sanlam Onshore Bond can invest in authorised and regulated
11/28/2017
Barclay expected to return to Asia and Middle East two years after leaving the region
European and US lenders are rushing to grab a share of the increasingly affluent market in Asia, with Credit Suisse, UBS and Citigroup all vying for clients.
11/28/2017
Tavistock discretionary FUM jumps 130%
Our business model is now firmly established and the Company’s prospects are excellent.
11/28/2017
Quilter Cheviot launches discretionary managed AIM strategy
Quilter Cheviot’s AIM strategy will provide a professionally researched, managed portfolio of AIM-listed companies that qualify for Business Relief
11/28/2017
SYZ Asset Management awarded Best Fund Manager at the Citywire Spain Awards
SYZ received the “Best Fund Group 2017” award on account of strong and consistent performance of its OYSTER Japan Opportunities Fund.
11/27/2017
Adjusting strategies to cope with changes in the wealth management sector
Global wealth ownership has undergone a number of changes driven by changing demographics, which in turn have impacted on customer behaviour.
11/27/2017
Asian Wealth Pulls Barclays Back
Now in a report from the Financial Times (paywall) it seems the British bank is set to return to the worlds fastest growing wealth market.
11/27/2017
Julius Baer CEO Quits in Surprise Departure, Joins Rival
During his tenure, Julius Baer further expanded its global presence and asset base through successful acquisitions and organic growth. Boris F.J. Collardi is leaving Julius Baer with immediate effect. He will join the privately owned Pictet Group in Genev