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Wealth and Asset Management

10/10/2016

Now the ‘merely affluent’ can pay UBS to manage their wealth

UBS is also opening its doors to the merely affluent in Germany and Taiwan, through different programmes.

10/10/2016

Stonehage Fleming acquires leading HNW adviser

London-based FF&P Wealth Planning, was launched in 2011 following a strategic partnership between Asquith & Partners and Fleming Family & Partners.

10/10/2016

City Financial agrees to sell The Adviser Centre to Embark Group

Transfer of ownership is part of a commercial agreement between Embark and City Financial

10/07/2016

Neptune partners with Raymond James to launch wealth arm

Neptune said Equester Capital Management will be a branch of Raymond James

10/07/2016

European Wealth acquires £120m Towry client book

The £1 million consideration will be paid in instalments.

10/07/2016

Credit Suisse's new Swiss bank to go live on November 21

He also wants to cut costs by at least 4.3 billion francs by the end of 2018.

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

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