02/02/2017
Western Europe: Rothschild & Co bulks up in private banking
CEO seeks to ease regulatory hit; merger doubles French business.
Wealth and Asset Management
02/02/2017
Western Europe: Rothschild & Co bulks up in private banking
CEO seeks to ease regulatory hit; merger doubles French business.
02/01/2017
Oddo & Cie and M&A boutique Messier, Maris et Associes form joint venture
Oddo & Cie and Messier, Maris et Associes said their exclusive joint venture would keep the two companies autonomous although they declined to say how revenue would be split.
02/01/2017
Wealth firm buys assets of London IFA for £1.2 million
The success of our acquisition strategy and our ability to integrate numerous acquisitions was set out in the statement on our full year results.
02/01/2017
One Media moves it banking to Coutts & Co
The Group will commence with the orderly handover from Barclays to Coutts during February 2017.
01/31/2017
Delivering real advice
This gives Pugh much reason for optimism about his growth potential.
01/31/2017
Northern Trust Asset Management Launches Unique Sustainable Real Estate Index and Fund in Conjunction with GRESB
Fund Offers Passive Investors Exposure to the Stock Performance of Developed Markets REITs Combined with Responsible Investment Criteria.
01/31/2017
John Clougherty on Fidelity's place in the market
The number of fund groups offering UK customers funds in five years’ time will be substantially lower than it is today.
01/31/2017
Charles Stanley Sees More Trading And Improved Revenue In Quarter
The group reported in November of last year that it had concluded the remuneration consultation.
01/31/2017
Spain’s Bankia profits plunge as low rates bite
The bank blamed the 22.7% net profit drop to 804m euros partly on the negative interest rate environment experienced throughout the year
01/31/2017
Fund sales tumble £12.1bn in 'extraordinary' year
Passive funds under management hit an all time high of £141 billion.
01/31/2017
SJP to launch Rowan Dartington in Asia by end of June
St James’s Place is set to roll out services from discretionary fund manager Rowan Dartington across its Asian operations during the first half of this year, according to Mike Gravestock, international partnership director.
01/31/2017
More to Wealth Lecture by Alain de Botton
The School of Life brings together some of the best thinking from over 2,000 years of human culture
01/30/2017
Investment milestone for Cheshire management firm
The business manages £595m of assets in total, for more than 850 families.
01/30/2017
Quilter Cheviot Acquire Attivo Investment Management Limited
This development demonstrates our commitment to a proactive growth strategy and is a statement of our confidence in the UK’s economy.
01/30/2017
Barclays Says Sayonara as Private Bankers Exit Japan
The alliance in Japan which dates back to 2010, will now see the U.K. bank dilute its wealth-management business in the country.
01/30/2017
Savior of Private Banking?
Why is UBS so concerned about how comfortable the wealthy feel investing?
01/30/2017
Tilney Bestinvest rebrands as the Tilney Group
The integrated business will now operate under the Tilney brand for financial planning, investment management and investment advice.
01/27/2017
Swiss private banks see asset influx after US election: Baer CEO
While the consequences of Brexit will remain manageable for Swiss banks in the foreseeable future, Switzerland stands little chance of gaining significantly from the weakness of London's financial centre, he said.
01/27/2017
Ex-Credit Suisse managers launch German boutique
Both partners have around 20 years of experience in the financial industry and most recently worked as senior portoflio managers at Credit Suisse in Zurich.