09/07/2018
BGL BNP Paribas Luxembourg finalises ABN AMRO Bank acquisition
The deal financial terms were not disclosed, was first announced in February this year.
Wealth and Asset Management
09/07/2018
More Asian clients to Danish bank
The Danish bank Jyske Bank Gibraltar is experiencing an increasing inflow of new clients residing in Asia.
09/06/2018
New Report Reveals World’s Ultra Wealthy Population Growing at Nearly Four Times the Rate of Previous Year
This is a sharp acceleration from 2016, which saw only 3.5% growth of this population, reflecting more favorable conditions for wealth creation, despite volatile geopolitics.
09/06/2018
Ex-Winton CIO's new boutique launches first fund
The fund will use its proprietary system to invest in 25 to 50 stocks. Link Asset Services will operate as the authorised manager of the vehicle.
09/06/2018
JTC announces acquisition
There is a clear fit with our existing operational footprint and client base and this will allow us to leverage our scalable global platform to drive future growth.
09/05/2018
More complex needs allow Guernsey’s fiduciary sector to shine
" This at a time when there has never been more international regulation with a greater drive towards transparency. Quality practice and advice has never been so important.”
09/05/2018
Sanlam sells bond business to Man Group
Sanlam portfolio managers Craig Veysey and Francois Kotze will join Man GLG running the strategic bond strategy
09/05/2018
Investcorp buys 40% holding in Swiss private bank
Such partnerships have made it possible for our subsidiary E.I Sturdza Strategic Management Limited to win many awards
09/04/2018
Wealth Management Firm Snaps Up Devon Counterpart
Under the terms of the acquisition, the maximum purchase price is £4.2m dependent upon performance criteria of the acquired business.
09/04/2018
Mattioli Woods to open Edinburgh office as business booms
The office, which will open this month, will house both Mattioli Woods' consultants and the Amati team.
09/04/2018
Old Mutual Wealth Private Client Advisers rebrands as Quilter
Across the six regions the company is responsible for advising more than 5,600 households across the UK.
09/04/2018
European Wealth builds acquisition pipeline in major overhaul
While the two international divisions made up a very small part of European Wealth’s overall business
09/03/2018
AFH buys Devon-based Lyn Financial Services for up to £4.2m
Third deal in two weeks
09/03/2018
More complex needs allow Guernsey’s fiduciary sector to shine
This development sets the scene for Guernsey’s inaugural Private Wealth Forum, which is being held in Spitalfields on Thursday 8 November.
09/03/2018
ZEDRA completes acquisition of Quaestum Group in Malta
This acquisition will supplement ZEDRA’s already extensive industry experience and provide a strategic base in an important new jurisdiction for the Group.
09/03/2018
Award winning asset manager partners with adviser association
Feifa strikes deal with Guinness Asset Management
08/31/2018
GAM tumbles 11% as Credit Suisse questions viability
A GAM spokesperson declined to comment.
08/31/2018
SJP dominates advice sales as Brewin aims to close gap
Overall the study found 25 firms owned 48% of the market, 2% higher on the previous year.
08/31/2018
Edmond de Rothschild Profit Jumps
The rise follows the decision to offload prime office space, which flushed 60 million francs into Rothschild's coffers.
08/31/2018
Rathbones completes £104m Speirs & Jeffrey buy
Overall the deal increases Rathbones funds under management by 18% to £44.5 billion.