05/25/2018
SJP replaces BlackRock on alternatives fund amid raft of changes
Hires Wellington Management
Wealth and Asset Management
05/24/2018
Interim Management Statement for the first four months of 2018
Assets under management at record CHF 401 billion – Robust net new money inflows – Gross margin improvement driven by step-up in client activity – Cost/income ratio(2) inside target range
05/24/2018
Raiffeisen sells Notenstein La Roche to Vontobel
This complements Vontobel’s steady organic growth in wealth management over the past few years and, at the same time, strengthens its position as one of Switzerland’s leading wealth managers.
05/23/2018
UBS Rises to JPMorgan's Top Bank Pick in Wealth Management
About 60 percent of UBS’s invested assets come from ultra-high-net-worth individuals.
05/23/2018
Boutique wealth manager takes stake in Optimus Capital
GWM declined to reveal how much of an interest it has taken in Optimus or the amount it paid for the stake.
05/23/2018
Offering wealth management into the UK out of Asia after Brexit
Brexit will have significant ramifications for the Financial Services Industry in the UK, and will undoubtedly result in a number of regulatory changes for wealth management businesses involved in cross-border sales to the UK.
05/23/2018
Award-winning wealth manager opens new office
The new office is located in the Turkey Mill Business Park, which is set in 20 acres of landscaped grounds and located half a mile from the town centre. I
05/23/2018
Julius Baer reveals record AUM and Asia growth plans
Assets under management at record CHF 401 billion – Robust net new money inflows – Gross margin improvement driven by step-up in client activity – Cost/income ratio (2) inside target range
05/22/2018
A bespoke vehicle for private banking success
Mediobanca continues to demonstrate the expertise and sector-specific proficiency required to flourish at the top end of Italy’s private banking sector
05/22/2018
Close Brothers Asset Management reports 'strong' inflows
Longer term, we are confident that the consistent application of our business model, along with our strong customer relationships
05/22/2018
7IM’s new Jersey office head eyes trust market
Jersey will not be the last island 7IM hops onto, however.
05/21/2018
Consolidator snaps up law firm’s advice arm
Hudson says the Meritor acquisition will allow AFH to work with Freeths’ clients on financial advice and asset management.
05/21/2018
Global Private Banking Benchmark: Top 25 Firms By AUM
Just as a rising tide raises all boats, wealth managers were able to capitalize on favourable market conditions in 2017 as a core driver of growth.
05/21/2018
Brewin Dolphin completes part acquisition of Dundee-based IFA
Deal for financial planning and investment assets
05/21/2018
AFH Financial swoops on law firm's advice arm
AFH said Freeths had decided to sell the business and focus on its core legal practice due to 'ever-increasing' regulatory demands.
05/21/2018
Brexit fears boosting Cheshire base of private bank Julius Baer
MD James Bailey said uncertainty has led to an upturn in business
05/18/2018
Helena Morrissey launches gender champions fund for LGIM
It will further rank index companies according to how they perform on these metrics.
05/18/2018
JM Finn warns on 'enormous disruption' as business booms
It has become nearly impossible to obtain direct investment advice, without turning to a full discretionary service.
05/18/2018
Wealth manager seals Dundee deal
The move sees it add 150 clients.
05/18/2018
Spencer to back £500m float of investment platform AJ Bell
he agreement, which would cost Mr Spencer about £25m, would be the first major investment he has made since sealing the blockbuster £3.9bn takeover of Nex Group