08/03/2017
Strategic strengthens DFM arm with Sanlam swoop
Clarke, who will lead the Salisbury office and takes the total team headcount to six
Wealth and Asset Management
08/03/2017
deVere wins Financial Advisory Firm of the Year
The winners in the various categories of the Business Excellence awards are carefully chosen, and every shortlisted organisation undergoes rigorous assessment criteria.
08/02/2017
Credit Suisse Plans to Spin Out a $1 Billion Quant Hedge Fund
Credit Suisse Quantitative and Systematic Asset Management will be a separate group as part of a management buyout, said the person who declined to be named discussing firm matters.
08/02/2017
Guernsey seeing positive company migration trend
The Guernsey Registry, which is responsible for tracking migrations both in and out of the island, reports that there were 32 company migrations to Guernsey during the first six months of the year.
08/02/2017
Succession adds £520m FUM through quadruple acquisition
Total consideration of £20.6m
08/02/2017
Wealth management company teams up with UK’s NFL home team
The partnership stems from mutual transatlantic business interests and a shared entrepreneurial vision.
08/01/2017
Charles Stanley's John Stewart talks wealth management in the South West
Plymouth is my home town so I was very excited when the opportunity to move back home came up via Charles Stanley.
08/01/2017
Tavistock Investments at an inflection point as it generates operating profits and cash
Strong organic growth complemented Tavistock’s buy and build strategy which saw it acquire Abacus Associates and PB Financial Planning.
08/01/2017
Acquisitive wealth manager takes over two West Midlands firms
The other vendors will retire and their clients will be serviced by existing AFH advisers.
08/01/2017
Ex-Towry five launch wealth boutique
The idea is to have a strong alignment of interest with our clients.
08/01/2017
This Credit Suisse MD has just launched his own advisory boutique
Wahid spent his entire finance career at Credit Suisse, having joined in 1999 after graduating from Oxford University with BA in Philosophy, Economics, and Politics.
07/31/2017
Lloyds Bank wealthy customers to be stripped of government-backed protection over cash savings
We plan to bring the products and services offered under these two licences together to simplify our business so we can improve our services to clients.
07/31/2017
Swiss banks defy Brexit to recruit in London
UBS has already increased by 10% its staff in this sector in London.
07/31/2017
Schroders completes acquisition of Adveq
Headquartered in Switzerland, Schroder Adveq employs over 100 people around the world.
07/28/2017
Notenstein's Russian Vontobel Deal
We're in talks with Vontobel about the sale of the Eastern Europe portfolio.
07/28/2017
Rothschild Poaches for Swiss M&A
Rothschild tops a league table compiled by Dealogic on number of deals advised in Europe in the first two quarters, and is in the top-five of volume of deals.
07/28/2017
Citigroup to move part of private banking to Madrid due to Brexit
Madrid has been seeking to lure global banks after Brexit.
07/28/2017
Credit Suisse reports 78% profit surge as assets under management hit record
Net profit: $312.6 million vs. expected $311.3 million, according to Thomson Reuters.
07/28/2017
UBS second quarter profits boosted by wealth management business
There is a divergence between the activity levels of wealth management clients versus what we see on the institutional side and it is well explained by the low volatility levels.
07/28/2017
Coutts supporting US expatriates to break through investment barriers
The Coutts US Investment Management Service provides two portfolios – balanced and growth