02/22/2018
Old Mutual Wealth seeds boutique’s new Japan equity fund
Lead manager on the fund is Drew Edwards, who previously oversaw three funds at Advisory Research and now serves as chief executive officer at Usonian.
Wealth and Asset Management
02/22/2018
Rathbone Brothers full year pretax profit up 17.6 percent
It covers the year ended 31 December 2017.
02/22/2018
Rathbones to expand financial planning presence
Howell said he was 'encouaraged' that the long term goal of reaching £40 billion in assets under management was in sight.
02/22/2018
Zug boutique quits London and reinforces German office
This will see the Stuttgart operation rebranded as Tiberius Asset Management.
02/22/2018
Swiss Life RM launches advisory firm in Liechtenstein
To date Andersén is the only member of the team and is not currently planning to hire more people.
02/22/2018
ThinkMarkets nominated for the City of London Wealth Management Awards
The City of London Wealth Management Awards™ recognise outstanding service from the very best financial service providers.
02/22/2018
UBS's CEO sees successor coming from within: Bilanz
“Something probably would not have gone well if my successor came from outside,” Ermotti said.
02/21/2018
HSBC explores M&A options for asset management business
Shares climbing
02/21/2018
How to Hide a Russian Fortune on the French Riviera
Next month, the European Union is due to review this blacklist.
02/21/2018
Van Lanschot Kempen: strong results driven by successful strategy implementation
Digitalisation is becoming increasingly important in all our core activities and is facilitating a data-driven approach, creating opportunities to enhance our wealth management proposition for both private and institutional clients.
02/20/2018
Close Brothers introduces all-in fee
The changes went into effect this month.
02/20/2018
HSBC boss scores bumper farewell pay package as bank profits rise
He was also awarded 4 million pounds worth of shares in a long term incentive plan
02/20/2018
UBS Breaks Even in Germany
UBS Germany had posted losses for a dozen years, with a pretax loss of 71 million euros in 2016 as the last of that series.
02/20/2018
Quilter Cheviot to award £150,000 funding as part of its Dementia Initiative
From the initial applications the judging panel will select a shortlist of charities that will then be required to pitch their proposed project.
02/20/2018
BGL BNP Paribas to acquire wealth management and insurance firm
“In Luxembourg we do not see possibilities to increase to the scale necessary.
02/19/2018
Wealth managers must go digital
As wealth is passed between generations, advisers must adapt to their new target group and adopt the right technology
02/19/2018
Wealth manager acquires Grennan Advisers
The deal will see Sanlam UK acquire Grennan Adviser Ltd’s book of clients and £60 million of assets under management.
02/15/2018
Vistra Solidifies Presence in Ireland with new Acquisition
Through Vistra Alliance, Vistra has developed a strong ten year relationship with the team and we have seen first-hand that Ireland has become a key jurisdiction for inward investment.
02/15/2018
Deutsche Bank to sell Cayman, Channel Island ops
The transaction is expected to close in stages during 2018
02/15/2018
Invesco to drop Perpetual and PowerShares names in rebrand
Invesco acquired index fund business PowerShares in 2006, which currently manages $139 billion of assets.