12/16/2016
Family office wraps up first annual fund at $166 mln
According to the firm, the investments will give them exposure to between 50 and 100 portfolio companies.
12/16/2016
Coutts & Co Trustees has relaunched itself under a new boutique private client brand following the management buy out
12/16/2016
Difficult integration expected in drive to create European rival to BlackRock
12/15/2016
Van Lanschot and Achmea complete takeover of Staalbankiers' private banking activities
The acquisition adds around €1.7 billion to Van Lanschot's assets under management
12/14/2016
Coutts launches multi-currency debit card
With some clients travelling as many as 24 times a year, they were spending up to thousands of pounds on non-sterling transactions.
12/14/2016
It provides excellent possibilities for low-cost financing of investment transactions and international business through its extensive network of double tax agreements.
12/14/2016
Complexity is the very reason why clients hire private banking services, writes Philip Marcovici
12/13/2016
Old Mutual to cut stake in asset management arm via offering
OM Asset Management said it had agreed to repurchase 6 million ordinary shares from OM Group Ltd, a unit of Old Mutual.
12/13/2016
Never mind the robos… we’re all digital wealth managers now
Digital is critical to offering a premium service
12/12/2016
A round-up of topical tax and personal finance issues affecting individuals and families
12/11/2016
The initiative enables intermediaries to tap a wealth of investment experience and offers a high quality, cost-effective means of managing client assets, with minimum investments from £1,000 lump sum and £100 per month. The strategies, which
12/09/2016
It is often hard to persuade the client what they must do.
12/09/2016
Protectionism, Monetary Policy Shifts and a Focus on Fiscal Policy to Impact Well-Established Investment Beliefs
12/09/2016
This development follows on from the opening of the Italian office branch in Milan and several hiring and specific product launches, which confirm SYZ Asset Management's commitment and growing success in Europe. A branch of the London h
12/09/2016
Only two of the talks with buyers in the past few years have gone to the stage of advanced negotiations.
12/09/2016
The wealth manager scored highly in a survey of mainly UK-based readers for its boutique-like approach to client service.
12/08/2016
Ryley Wealth Management recently announced a move to bigger premises, relocating from Castle Quay to The Arc on ng² Business Park
12/08/2016
As an industry, we profess to be highly client-centric. Yet often, our approach to identifying, understanding and managing client behaviours isn’t comprehensive enough, which means we don’t always live up to the rhetoric.
12/08/2016
In “Survival of the Fittest: Defining Future Leaders in Asset Management,” Casey Quirk outlines how money managers must change to compete in a new age.
12/07/2016
An initial amount of £157,500 was paid upon the completion of the acquisition from AFH’s cash resources.