10/31/2018
Wealth Manager Top 100 2018: the final 25 top guns
Welcome to the grand finale! We reveal the final 25 names to make our guide to the leading fund buyers across the private client world
Wealth and Asset Management
10/31/2018
Wealth managers’ UK expansion is a ‘targeted recovery’
Billingham, a chartered wealth manager, spoke to International Adviser about the expansion of wealth management firms in the UK, and particularly in regions such as Yorkshire.
10/30/2018
Lugano WM: Italians are bringing assets back to Switzerland
WMM Group has also been benefiting from this trend, as the firm has been attracting new Italian clients.
10/29/2018
Julius Baer targets wealth advisers with launch of dedicated team
Julius Baer chief executive Bernhard Hodler said: ‘External asset managers and financial advisers are and have always been valued clients and partners for Julius Baer.
10/29/2018
Book Review: The Wealth Elite
The study has limitations, having been based on personal contacts
10/29/2018
Stockbroker reveals plans to hand staff £2m in shares when it goes public
He is expected to make millions of pounds, with AJ Bell targeting a valuation of around £500m.
10/29/2018
HSBC wealth management profits rise amid robo-advice push
HSBC has been mulling a robo-advice style service since as far back as 2016.
10/29/2018
Germany's Oldest Bank Taps Deal Makers for Wealth Management
Investment bankers to help grow net new money: Wehmhoener
10/29/2018
Leicester City owner confirmed dead in helicopter crash
Other victims are named as two members of Vichai’s staff, Nursara Suknamai and Kaveporn Punpare, pilot Eric Swaffer, and passenger Izabela Roza Lechowicz, according to Leicestershire police.
10/26/2018
Unmasked! The dozen wealth managers quitting Quilter Cheviot
They all served as investment directors in the combined firm’s London office.
10/26/2018
Brooks Macdonald maintains 'positive momentum' in its UK business
The firm says it has increased its discretionary Funds Under Management for the first quarter to £12.8bn
10/26/2018
Acquisition boosts Liechtenstein PB’s Lux expansion
The corresponding purchase price is about CHF 12 million.
10/26/2018
Coutts & Adams & Co cut payroll 10% on compliance costs
Quarterly income within the private banking division stood at £195 million, 11.4% up on the same period of 2017 on asset appreciation, higher lending volumes and increased deposit income.
10/26/2018
Wealth management deals: good for investors?
Interactive Investor leads the way, acquiring Alliance Trust Savings
10/25/2018
UK wealth buy first step in Asian giant’s $10bn plans
The acquisition marked Rayliant’s first venture into wealth management after years of institutional focus.
10/25/2018
Rothschild to sell trust services business
Services run by Rothschild’s trust business include creating and administering structures that hold all of a wealthy client’s assets, from companies and intellectual property to art collections and aircraft.
10/25/2018
Quilter platform sales down as DB transfer activity slows
Flows into Quilter Investors rose 10% to £4.3 billion.
10/25/2018
UBS Profits Up, Cautious on Wealth
UBS delivered strong third-quarter results with reported profit before tax (PBT) up 37% year over year (YoY) to CHF 1,668m and adjusted PBT up 15% to CHF 1,733m.
10/24/2018
Every Family office is Different
No two family offices are the same.
10/24/2018
Deutsche Bank net profit falls 65 per cent in third quarter amid 'cost-cutting progress'
Bank expects to be profitable for the full year for the first time since 2014