02/03/2017
Julius Baer acquires Swiss independent wealth manager
All partners of both companies will remain operational after the merger.
Wealth and Asset Management
02/03/2017
Standard Life Investments continues to hold boards to account
The original shareholder spring of 2012 was replayed in 2016
02/03/2017
Rothschild & Co bulks up in private banking
The only area of the business where we could in principle consider to do acquisitions is in private banking.
02/03/2017
Adaptive Grand Slam team of disabled adventurers halfway to making history
The Adaptive Grand Slam takes that theme forward and we are hugely proud to be associated with it.
02/03/2017
Evli - Best Private Bank Provider of Structured Products in Europe
In this category, won by Evli, other nominees included big and well known banks such as BNP Paribas, ING, SEB and Nordea.
02/02/2017
Regulation drives wealth industry's costs up to £4.5 billion
Private banking and wealth management industry has seen assets jump 57% over the last five years
02/02/2017
Deutsche Bank posts $2 billion loss in fourth quarter as litigation costs weigh
Deutsche Bank announces 2016 loss
02/02/2017
Aberdeen Asset Management remains upbeat despite fund outflows
A further £2.4 billion is scheduled to be withdrawn from lower-margin portfolios during the current quarter, in addition to the normal level of structural outflows.
02/02/2017
Old Mutual Global Investors launches positive skew managed futures strategy
OMGI currently manages over USD8.7 billion in the liquid alternatives space.
02/02/2017
Private banking: ABN Amro gets back onto the front foot
Leaner, more transparent and definitely more modern, ABN Amro may have retreated to Europe, but its private bank chiefs’ sights are fixed firmly on growth.
02/02/2017
Western Europe: Rothschild & Co bulks up in private banking
CEO seeks to ease regulatory hit; merger doubles French business.
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