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Wealth and Asset Management

10/07/2016

ABN Amro "not in play" after Nordea approach - officials

ABN Amro are not looking for a buyer and were approached by Nordea about a merger

10/06/2016

Major acquisition of Barclays UK trust business unit announced

Opens up new business lines and increases size of the company by 25%

10/06/2016

Raymond James completes takeover of Deutsche Bank's US Wealth arm

The newly rebranded entity will continue to have a strong relationship with its former owner Deutsche Bank.

10/06/2016

The Key to Wealth Management Success: A Smarter Type of Growth

Success is about smart growth

10/06/2016

Edmond de Rothschild manager puts half of fund in low-rated debt

The main contributor last year was to avoid the correct situations and to avoid the defaults.

10/05/2016

Nervous Sarasin ups alternatives exposure

US profits are fading; cash and bond yields are gradually moving higher

10/04/2016

Close eyes three regional wealth gaps after fund arm sale

He also indicated the firm would like to expand its existing office in Manchester.

10/03/2016

Wealth firm snaps up East Anglian IFA

The company will add £25 million to AFH's funds under management.

10/03/2016

AFH acquires assets of CFS Financial Planning

An initial cash consideration of £378,920 has been paid upon completion.

10/03/2016

Cazenove snaps up London-based private bank

In a note, Schroders stated the acquisition fits with the firm’s strategy of growing its wealth management business.

10/03/2016

Plum launches private client division

New offering comes after integration with Synergy which it bought in February.

10/02/2016

Wealth manager to sell amid losses

Had accumulated losses according to its most recent accounts filed at the Companies Registration Office

09/30/2016

RBS overhaul sees Adam & Co become Scottish ringfence

RBS will transfer most of its existing personal, private, business and commercial customers to Adam Co.

09/29/2016

Setting high standards for private bankers of tomorrow

Be opportunistic, even if it means leaving your comfort zone

09/27/2016

More savers cashing in final salary pensions

An increasing number of final salary pension scheme members want to cash in their plans, according to Old Mutual Wealth

09/27/2016

Close Brothers operating profit up

Adjusted operating profit up 20% to £200.6 million and adjusted basic earnings per share up 25% to 104.1p

09/27/2016

Close Brothers sells funds arm

OLIM's property investment management business was already sold in July 2011 to the management team for £3m.

09/27/2016

Societe Generale expands its private banking offering in Serbia

Societe Generale Srbija’s clients will be served by dedicated staff located in a private banking centre in Belgrade.

09/27/2016

SANNE to lead industry seminars and speaking events across Europe

SANNE will also be leading more seminars and speaking events through to the end of the year.

09/27/2016

St James's Place: "The need to prepare for unsteady futures"

Donald Trump’s unpredictability means investors should prepare for macroeconomic shock.

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Financial Information as of September 30th 2025 (1)

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Prominent Departure at the Top of Swissquote

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Mattioli Woods founder steps back as Mann becomes CEO

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Aviva plc In Focus and Q3 2025 Trading Update

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Profile Software Expands Axia Suite With Next-Generation Wealth Management Capabilities for Retail and Mass Affluent Clients

11-14-2025

Platforum: Bespoke deals shape adviser platform pricing

11-14-2025

Allianz reports strong 9M results and increases outlook for full year 2025

11-14-2025

Keep Britain Working: managing employees on long-term sick leave

11-14-2025

CEOs’ Point of View #1: Interview with Vincent Lecomte, CEO of BNP Paribas Wealth Management

11-21-2025

Families caught as £100k tax squeeze deepens, says Rathbones

11-21-2025

Tech overload slows UK wealth managers, survey shows

11-21-2025

Legal & General makes senior appointments

11-21-2025

No changes for Data Reporting Services Providers following ESMA’s 2025 assessment of derogation criteria

11-21-2025

87% of institutional investors have declined or reconsidered fund commitments on AML/KYC concerns

11-21-2025

The European Supervisory Authorities designate critical ICT third-party providers under the Digital Operational Resilience Act

11-21-2025

Addleshaw Goddard advises Baltic Storage Platform on construction and project aspects of the landmark EUR 85.6 million project financing of major BESS project in Estonia

11-21-2025

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