04/26/2019
Deutsche Bank Is Fined $500,000 by SEC Over Hedge Fund Disclosures
Bank didn’t reveal it only evaluated funds that shared fees
Wealth and Asset Management
04/26/2019
Deutsche Bank: Profit up on cost cuts, revenue off
Our continued cost discipline helped us to offset lower revenues and we are well on track to meet our 2019 cost target of 21.8 billion euros.
04/26/2019
Coutts and Adam & Co Q1 2019 Results
We continue to see the benefits from these changes
04/26/2019
Gresham House battery trust seeks £75m in second fund raising
The company plans pay an interim divident of 1.4p for the period since it launched in November 2018 to the end of March 2019.
04/26/2019
Director/PDMR Shareholding - Close Brothers
This information is provided by RNS
04/26/2019
corfinancial secures awards double with BITA Risk system
BITA Wealth Monitor was also awarded the ‘Best implementation of a technology solution’ award
04/25/2019
Netwealth: Wealth Advisor Creating New Niche
By the same logic, both fintech firm and challenger bank, fall short – advice, rather than technology, is what the business has been built around.
04/25/2019
PA Wealth Manager Awards 2019
Entries now open for the 2019 PA Wealth Manager Awards!
04/25/2019
Credit Suisse lifts profit with surprise equity trading gains
Wednesday’s results also included a forecast that Credit Suisse was cautiously optimistic about the second quarter.
04/25/2019
Wealth manager round-up
Brooks Macdonald grows AUM in Q1
04/25/2019
How Tilney is using advice to drive wealth growth
A former amateur GT racing driver joined Tilney last August
04/25/2019
Deutsche launches Institutional Wealth Partners Group to cater to wealthy clients
WP recently further expanded its Europe capabilities by hiring Zurich-based George Varoutsis, formerly in the UHNWI business at Credit Suisse, to help define IWP's client strategy.
04/25/2019
Coutts London Prime Property Index | Q1 2019
London luxury property prices rise slightly in the last quarter but sales hit a six-year low.
04/25/2019
Investec Private Bank to replace SVR on its fixed rate range
The bank currently offers two, three, four, five and 10-year fixed rate mortgage products
04/25/2019
The big calls 8 wealth managers have made this quarter
We recently asked wealth managers where they were finding the best opportunities in the second quarter of 2018.
04/25/2019
Butterfield Bank To Acquire ABN AMRO Limited
“The aggregate purchase price is approximately £161 million in cash [US$208 million], subject to certain purchase price adjustments.
04/24/2019
Van Lanschot Kempen trading update: first quarter 2019
In January, Asset Management started marketing its Global Listed Infrastructure Fund and European Private Equity Fund.
04/24/2019
Crisis-stricken GAM faces shareholder revolt over pay
ISS and Pirc recommend a vote against the Swiss asset manager's remuneration report at its AGM
04/24/2019
UBS and Deutsche Bank in 'serious' talks over asset management merger - reports
The deal would see the bank remain its top shareholder, but its share of the pie would be diluted.
04/23/2019
Barclays Wealth selection head on travel, Buffett, and asking great questions
Improving people’s wealth and delivering good outcomes for clients, particularly when I can do that in an innovative way.