08/24/2017
KBI Global Investors Now UN 'Pri' A+ Rated Across All Modules
ESG factors are also clearly at the heart of our Natural Resource strategies
Wealth and Asset Management
08/23/2017
How Well Does UBS Europe Pay?
The unit employs nine bankers with one million euros or more in salary.
08/23/2017
RBC boosted by sharp rise in wealth management profits
Royal Bank of Canada on Wednesday reported a 5 percent increase in underlying third-quarter net income, helped by double-digit growth at its wealth management business which offset a weaker showing in capital markets.
08/23/2017
Italian Bank Snaps Up Geneva Wealth Firm
Earlier this month a source told Reuters the deal was worth between 150-200 million euros ($177-236 million).
08/22/2017
VP Bank to Keep Hiring
The bank has hired a string of new client advisers, additions that paid off.
08/22/2017
Transact platform assets drop after client closes account
Chief executive says the platform still plans to float on the London Stock Exchange in early 2018
08/21/2017
Investcorp Agrees to Acquire an Interest in a Swiss Private Bank
Completion of the transaction is subject to various regulatory approvals
08/21/2017
Vontobel Buys Client Portfolio in Eastern Europe
The bank will invest in its business where it sees the best conditions for working profitably.
08/21/2017
AGF Responds to Media Reports
While these discussions are ongoing, there can be no certainty these will lead to a transaction.
08/21/2017
European Wealth revamps fund to attract clients in Far East
The changes are in response to growing demand for more defensive structures from IFAs and wealth managers in the Far East, group chief exeucitve John Morton said.
08/21/2017
Deutsche Bank eyes wealth management expansion in London
Deutsche Bank wants to significantly grow the number of private bankers it employs in London.
08/20/2017
Rathbones plots £2bn merger with wealth rival
A tie-up between will create a wealth manager with more than £50bn under management
08/18/2017
King’s Lynn wealth management firm celebrates exceptional growth
To celebrate its 15th anniversary and its long list of achievements, the firm will be holding an open day in October attended by the borough mayor.
08/18/2017
Old Mutual Wealth chief: I was not prepared to announce more platform delays
I took that decision and I am responsible for it
08/17/2017
RLAM reports 357% rise in inflows in 'more stable' 2017
Funds under management for the business reached £106 billion during the period, up from £100 billion at 31 December 2016.
08/17/2017
WHIreland Int’l rebrands amid bid to become ‘IoM’s largest wealth manager’
The move also underlines the international focus of the Isle of Man business and sets it apart from the WHIreland Wealth Management division in the UK, the company said.
08/17/2017
UBS Wealth raises forecasts for French GDP
UBS Wealth said high levels of business and consumer confidence will translate into higher investment and consumption.
08/15/2017
Close Brothers swaps tracker for Schroders' US income fund
Like Schroders’ other Maximiser funds, the US vehicle – launched in April – boosts its yield by writing call options on underlying stocks.
08/15/2017
Hargreaves Lansdown enjoys end-of-tax-year boost
Despite 'considerable investment challenges'
08/14/2017
Advantage Malta: targeting high-net-worth individuals
Mr Briffa is synonymous with the operation of Sun Seeker Malta, and through his company Yacht Hub has strengthened the brand’s presence in the Mediterranean region.