05/25/2017
Wealth Management net income of $431 million was up $45 million or 12% from a year ago, mainly due to increased earnings resulting from growth in average fee-based client assets which benefited from favourable equity markets, and higher net interest incom
05/25/2017
Former IA chief aims to return 7 per cent with clean energy strategy
05/25/2017
On 27 April, it also announced that it had agreed to sell its 26% stake in Kotak Mahindra Old Mutual Life Insurance to the joint venture partner, Kotak Mahindra Bank.
05/25/2017
Quilter Cheviot’s relationship with FEIFA members will be headed up by Allie McMahon, business development manager
05/25/2017
After surviving five changes of ownership, along with a drastic switch in its client base, KBIGI has hit a sweet spot in the specialist space and aims to double assets under management to €20bn within the next four years, writes Gretchen Friemann
05/25/2017
In the wake of our cover story on acquisitions this week, the bosses of two major brands reveal how they pick and value their adviser targets
05/24/2017
Mr Mancini said industry bodies such as the BVCA and AIMA were providing a degree of pushback to ensure that exemptions for the funds industry were guaranteed, but BEPS still had a long way to evolve.
05/24/2017
It will rebrand BNP Paribas Investment Partners to BNP Paribas Asset Management as of June 1.
05/24/2017
Events including the Brexit referendum and Trump’s election had led some commentators to predict a generalised global “backlash” against free markets.
05/23/2017
Digital attackers are cheaper, faster and less emotional at filling portfolios with the right stocks and bonds.
05/23/2017
Fund Administration changes hands
It provides services and administration to around $7 billion in assets.
05/23/2017
Fiona is an advocate for Responsible Investment and has been an active member of Unigestion’s Responsible Investment Committee since its inception five years ago.
05/23/2017
Apfa director general Chris Hannant said the merger could not be confirmed until this vote takes place.
05/22/2017
The firm may use a single platform strategy while always being aware of suitability factors.
05/22/2017
Move comes three years after lender aborted first expansion plan in private banking.
05/22/2017
Julius Baer assets under management swell at start of 2017
This increase was driven mainly by broadly equal improvements in the client-activity-driven and asset-based components of net commission and fee income
05/22/2017
Our regular video series continues
05/22/2017
CMB Wealth was launched in 2015 by ex-Coutts investment director Julian Soper and Savio Figueredo, formerly a director at Barclays Wealth & Investment Management.
05/22/2017
The service is set to launch next quarter and the portfolios will carry an all-in fee of 0.65% with no minimum investment.
05/22/2017
Online investment platform AJ Bell has reported rapid growth in its revenues after it added almost 12,000 customers in the space of six months.