03/09/2017
Wealth Manager Regional Stars Awards 2017: The 8 winners revealed
We reveal the eight winners of our Regional Stars Awards, the leading local discretionary managers, as voted for by over 700 financial planners.
Wealth and Asset Management
03/09/2017
Old Mutual break-up on track for 2018 despite UK tech issues-CEO
The firm said in a trading statement it planned to give more detail on the platform upgrade within the next two months.
03/08/2017
The wheel of fortune
The discretion and poise that are characteristic of wealth-management companies.
03/08/2017
Succession Group acquires Independent Women
'National' service launched
03/08/2017
Indices you can measure your portfolio against
The WMA's independently calculated indices are designed to benchmark diversified portfolios of more than just shares.
03/08/2017
UBS targets mass affluent market with new wealth platform
UBS Wealth Management has rolled out a new digital platform targeting a broader pool of UK investors.
03/08/2017
Progeny Group plans to grow after merger
Managing director Neil Moles said the company is looking to hire lawyers and advisers, but is also looking to acquire other wealth management firms.
03/08/2017
Numis retracts 'disingenuous' criticism of Schroders performance
Numis said the presentation undermined the company’s claim that it was well shielded against the price threat of low-cost passive products.
03/08/2017
Mirabaud opens UK private banking branch
The branch is located in the same office that houses the company's asset management, brokerage and corporate finance operations in the UK.
03/07/2017
After the Aberdeen-Standard tie-up, could these asset managers be in play?
The two will be able to cut costs faster and offer existing clients a broader range of products.
03/07/2017
UBS Said Seeking to Pay Below $317 Million in French Tax Case
The Swiss bank is looking to pay less than what it cost to resolve the German case
03/07/2017
Bank J. Safra Sarasin (Deutschland) will no longer offer private banking services
This decision has no impact and does not affect the Institutional and Wholesale Business in Germany, to which the J. Safra Sarasin Group remains fully committed.
03/07/2017
Freshfields, Maclays and Slaughters lead on Standard Life and Aberdeen Asset Management merger
Magic circle duo and Scots firm take top roles on merger of fund managers
03/07/2017
Julius Baer eyes UK acquisition but puts London hub on hold
Swiss private bank says Brexit has hit plans but sterling’s fall opens up opportunities
03/07/2017
Banca Generali total net inflows in Feb. at 668 million euros
Net inflows of managed products in February at 531 million euros
03/07/2017
These 2 asset managers have outshone Aberdeen Asset Management plc
While the FTSE 100 is up almost 20% over the past 12 months, fund managers have lagged embarrassingly.
03/07/2017
IFAs hope Standard Life deal kickstarts asset management change
The two asset managers confirmed plans for a merger worth £11 billion on Monday.
03/06/2017
Private police force to launch in London's wealthiest neighbourhoods
Nash retired from the force last week, according to The Times, though McKelvey stepped down in 2010, according to his LinkedIn profile.
03/06/2017
Global Wealth Management Change at Deutsche Bank
The bank will also abandon its plans to sell Postbank, and will integrate Postbank into the rest of its retail banking business.
03/06/2017
Job losses likely as Standard Life and Aberdeen reveal £11bn merger terms
Deal expected to cut costs by £200m a year with planned merger set to push competitors to consider rival tie-ups