07/16/2017
Bruce Hemphill, Old Mutual CEO: breaking up the group
The chief executive on dismantling the FTSE 100 company and axing his own job
Wealth and Asset Management
07/13/2017
Chinese Conglomerate Eyes Luxembourg bank
The potential price could be up to $1.7 billion.
07/13/2017
Polar Capital funds hit £10bn mark
A third consecutive quarter of net inflows continues the encouraging trend of the final two quarters of our last financial year.
07/12/2017
Deutsche Bank Targets Saudis in ‘Massive’ Wealth Management Push
Peter Hinder is hiring relationship managers for Saudi Arabia
07/11/2017
Rowan Dartington drops Signature name in rebrand
We know that every client is different and every investment decision is personal.
07/11/2017
Tackling the Yorkshire Three Peaks Challenge
Coutts staff raised £81,000 in a fundraising trek for our new Charity of the Year.
07/10/2017
Northern Ireland's biggest wealth firm buys DFM
The deal involves the transfer of the management of more than 1,100 Danske Bank customer investment portfolios, which are currently managed by the bank’s Belfast-based investment centre.
07/10/2017
Sanlam UK begins ‘herculean’ charity cycle challenge for CASCAID
The Sanlam team will be joined on the route by professional cycling outfit ONE Pro Cycling, headed up by chief executive and former English international cricketer Matt Prior, who himself will join the challenge for three legs of the journey.
07/10/2017
Lombard Odier Wins 'Western Europe's Best Bank for Wealth Management'
They seek to celebrate banks that are truly world class in their management and in the services they deliver to clients
07/10/2017
Service Awards: huge selector response shows quality is crucial
Probably they have too many clients and they cannot cope at all.
07/10/2017
Fidelity tops list of UK fund-pickers’ favourites
Fidelity comes top of consultancy's annual list of funds popular with UK retail buyers
07/07/2017
Steering impact investing toward a 2020 tipping point
‘United Nations’ of impact investing in Chicago draws national advisory boards from 16 countries
07/07/2017
KBC recognised for world’s best transformation of a financial institution
KBC wins 2017 Euromoney Global Awards for Excellence for World’s Best Bank Transformation, Best Bank Transformation in Western Europe and Best Bank in Belgium
07/07/2017
How Gulliver fixed the world's best bank HSBC for the future
The share price, return on equity and underlying profits are largely the same today.
07/07/2017
MetLife UK closes to new wealth management business
The division grew to £5bn assets under management since its launch in 2007 but will now shut over interest rate hit
07/07/2017
Guide urges consumers to ask tough questions of wealth managers
It also implies it is much better to seek out a wealth manager that provides independent financial planning.
07/07/2017
World of wealth 2.0: the many hats of the wealth manager
What are clients looking for and what can wealth managers do to attract them?
07/07/2017
Profile: Coutts' wealth boss on her plans to double assets
For Stowell, a key part of meeting client needs is having a strong wealth management proposition.
07/07/2017
Ex-Coutts and Barclays pair launch new firm
There is little information currently available on CubicStone, however it will focus on providing wealth management services and specialised finance for individuals and companies.
07/06/2017
Are Rothschild’s new MDs the most fortunate people in finance?
Becoming an MD or partner at Rothschild is a big deal