02/14/2019
Consolidator makes another two acquisitions
The consolidator’s model is to attempt to keep staff at existing advice firms on when they are acquired.
Wealth and Asset Management
02/14/2019
Liechtenstein - a principality with big aspirations
Liechtenstein is slowly carving a role in the Asian wealth management space, boasting two players who are starting to make waves whilst others have already left the stage
02/14/2019
Progeny buys 2 more Financial Planning firms
The latest acquisitions, as well as the recent acquisition of Innovate Financial Planning in Edinburgh, will see Progeny’s national headcount double and increase the group’s assets under advice, now well over £1bn.
02/13/2019
Former Deutsche investment chief sets up advisory business
Nicolas Moreau's Ladbroke Advisory will work with asset managers and fintechs on strategy and new products
02/13/2019
Multrees Investor Services completes platform migration for Saltus in just 3 months
A dedicated project team from Multrees worked closely with Saltus so that the business could select exactly which services were right for them.
02/13/2019
Fairstone announces significant increase in client base
New figures from Fairstone, released at its annual conference in Newcastle, also show 11 per cent outperformance across its entire portfolio of acquired businesses
02/12/2019
Credit Suisse brands blockchain a 'game changer' after successful test
Portugal's Banco Best and Luxembourg-based platform Fundsquare said in their statement after the test that it had showed cross-border distribution over blockchain was "more efficient, scalable and timely in processing."
02/12/2019
Vontobel boosts 2018 net profit, expects challenging market
It proposed an unchanged dividend of 2.10 francs per share.
02/12/2019
MilleniumAssociates’ founder, Ray Soudah, recognised in industry awards
The gala evening brings together industry leaders to recognise outstanding practitioners in the Swiss and international private banking
02/12/2019
Savanta buys research division of Wealth-X
Savanta launched earlier this month with the merger of MIG Global’s research brands Morar HPI, Viga, Circle and Charterhouse into the new brand.
02/11/2019
Lloyds Set To Hire 700 New Advisers For Schroders Joint Venture
Lloyds Banking Group PLC plans to hire more than 700 financial advisers
02/11/2019
Wealth manager expands into Scotland
Based in London, Leeds and Salisbury, Progeny employs more than 35 investment professionals and more than 20 lawyers.
02/11/2019
Harwood Wealth Management acquires independent financial advice business
The acquisition of Castleton is our second this financial year
02/11/2019
Are financial advisers the new life coaches?
CNBC points out that there’s a difference between financial coaching and counselling.
02/10/2019
UBS Brings in Fixed Bonuses for 10,000 Corporate Center Staff
The corporate center includes functions such as human resources and information technology.
02/08/2019
Credit Suisse freezes bonus pool after tough year of rebuilding
Swiss bank boosts senior executives’ pay after share price falls 30%
02/08/2019
Double life of a Sanlam Employee Revealed
Patricia Adewumi has just received a doctorate linked to the United Nations for her work
02/08/2019
Liechtenstein's VP Bank eyes further Luxembourg acquisitions
Search for new CEO continues after abrupt departure of Alfred Moeckli
02/07/2019
Private banking: Wealthtech 2.0 – when human meets robot
Today both robo-advisers and large wealth managers see the importance of having humans and technology work together.
02/07/2019
Equilibrium Asset Management aims for record headcount
Headquartered in Wilmslow, with an additional office in Chester, Equilibrium specialises in all areas of wealth management, investment, pensions, tax planning and estate planning