• Wealth and Asset Management
  • Executive Moves
  • Legal, Regulation & Compliance
  • more...
    • FinTech

      Alternative Investments

      Investment Banking

      Comment, Analysis & Research

      Tax

      Retail Banking

      Pensions

      Planet SOS


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

  • 1
  • 2
  • 3
  • …
  • 620
  • 621
  • 622
  • 623
  • 624
  • 625
  • 626
  • 627
  • 628
  • 629
  • 630
  • …
  • 902
  • 903
  • 904

Translate

Member Area

Forgot password?
New User?   Register Now!
  • Popular
  • Recent

BNP Paribas presents the growth strategy of its commercial bank in Belgium (CPBB) and raises its profitability targets to 22% pre-tax RONE in 2028 and 25% in 2030

06-01-2026

UBS Global Family Office Report 2026: Family offices pivot to resilience as geopolitical risk and structural uncertainty reshape global portfolios

05-28-2026

Promotions at SZKB in 2026

05-28-2026

Acquisition flurry adds £2bn in assets to wealth management consolidator

05-27-2026

Wealth manager 'will push on' after £2 billion boost

05-27-2026

Butterfield Announces Agreement to Acquire Control of CIBC Caribbean in $1.8 Billion Transaction

05-28-2026

Northcote in talks to buy UK wealth manager

05-29-2026

Mackenzie Investments Announces Partnership with Waystone to Expand European Presence with Launch of Mackenzie UCITS Fund

05-28-2026

Private banking in Spain: raising the bar in a changing wealth landscape

06-03-2026

Switzerland’s ‘ten million’ vote is poised to test resilience

06-03-2026

Shoosmiths advises Cohort on refinancing with global banking syndicate

06-03-2026

Northern Trust Announces Asset Servicing Leadership Changes

06-03-2026

UK savers plough £12bn into ISAs in April, while net mortgage borrowing drops to £4.4bn

06-03-2026

New Head of Sales for Alken Fund in Switzerland

06-03-2026

HMRC letters landing from Monday to 4m and adds 'you must respond'

06-03-2026

Ninety One inflows turns positive with £2.8bn haul

06-03-2026

The Wealth Mosaic

Quick Links

  • Industry Events
  • Free White Papers
  • Featured Multimedia
  • RSS Feeds

© 2006 - 2026 Managers of Wealth Network. [Latest wealth management news, research and opinion from around the World] | Privacy Statement | Terms and Conditions

Network of websites
Managers of Wealth | Europe | Offshore | Asia | Americas | Middle East | Africa | FinTech | Funds | Legal

  • Wealth and Asset Management
  • Executive Moves
  • Legal, Regulation & Compliance
  • FinTech
  • Alternative Investments
  • Investment Banking
  • Comment, Analysis & Research
  • Tax
  • Retail Banking
  • Pensions
  • Planet SOS