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Wealth and Asset Management

07/05/2018

Credit Agricole rebrands private banking services

Azqore, which will serve as an independent subsidiary of Indosuez, offers integrated technology services, operational back office and project consultancy through its S2i platform.

07/05/2018

LLB completes acquisition of Austrian private bank

The two previous main shareholders of Semper Constantia in return received about 6% of LLB shares.

07/04/2018

Revenues up at acquisitive Leicester wealth management firm

The firm also said it is withdrawing from work around pension transfers, but that this would not affect its bottom line.

07/04/2018

Wealth manager plans further expansion after record year

Profits doubled and new business up 62%

07/04/2018

Jersey trust company forms joint venture in Cyprus

The agreement reached between the business founders Don Wijsmuller and Demos Demou, will allow Whitmill to add a seventh jurisdiction to their international offering

07/03/2018

HQ capital aims for China’s wealth market with joint venture

The new venture aims to exploit both companies networks to generate synergies between China and overseas markets, particularly with Germany in order to offer clients more investment opportunities.

07/03/2018

Edinburgh-based private bank cuts deal to help it win upmarket mortgage business

The three-year-old bank already offers mortgages.

07/03/2018

Harwood Wealth Management assets grow sharply as revenue jumps 44%

Strong revenue growth for the period was supported by the contribution from the Network Direct acquisition to the network services division, which saw revenue double to £6.4m for the period, from £3m the same period a year ago.

07/03/2018

European Wealth rebrands

The new logo itself is short, simple and memorable.

07/02/2018

Wealth management firm doubles office space with move to flagship scheme

The move is expected to take place in fourth quarter of this year and Investec said the new office will be 60 per cent larger than the size of its current office.

07/02/2018

Quilter completes single strategy fund business sale for £583m

The single-strategy unit will currently retain its existing name, while the multi-asset business will continue to be a part of Quilter.

07/02/2018

Mediatrix Capital Honored as Best Family Office Asset Manager by the Monaco Single & Multi Family Office International Association During the Ritossa Family Office 6th Global Family Office Investment Summit in Monte Carlo

A select few individuals and teams are recognized at our Global Family Office Summits and this year's award to Mediatrix Capital is quite well-deserved.

07/02/2018

Weatherbys triples cash held against bad lending

The year also saw the private bank’s headcount grow from 118 to 137 in 2017.

06/29/2018

Branches of Rothschild empire settle dispute over family name

Rothschild & Co and Edmond de Rothschild to unwind cross-shareholdings

06/29/2018

TISE Wins at Brand Management and Reputation Awards

TISE received the bronze award in the Marketing/Business Development/Public Relations Team of the Year category.

06/28/2018

UBS reduces CAD exposure amid global trade tensions

The Swiss private bank had opened the position in November last year and said it “enjoyed solid performance until January.”

06/28/2018

Investor Confidence Declined in June by 2.1 points to 101.7

Escalating trade tensions across the globe, increasing protectionism, and diverging monetary policy between the major central banks have coincided with more cautious investor positioning.

06/28/2018

Bordier UK is 'Wealth Manager of the Year 2018'

Presented at a glittering gala dinner at The Grange Tower Bridge Hotel in London last evening

06/28/2018

ABN AMRO finances offshore diamond dealers

In-house ABN AMRO e-mails indicate, however, that the bank had not made a complete evaluation of the parties involved in the loan.

06/26/2018

Swansea Building Society links with wealth management firm

St. James’s Place is a FTSE 100 company with £89.91bn of client funds under management.

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