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Wealth and Asset Management

10/11/2016

Progeny launches discretionary investment management firm

Will offer bespoke and model portfolios

10/11/2016

Rowan Dartington AUM jump 25% year-to-date to break £1.5bn threshold

AUM up 60% over two years

10/11/2016

Old Mutual Wealth inflows fall 60% as it prepares for 2018 float

An update to the market published today indicated Old Mutual Wealth would still float in London by 2018 as originally planned.

10/11/2016

Crestbridge Luxembourg to act as manager in first RAIF platform

This means that non-EU managers can quickly set up and bring to market funds under the supervision of the pre-authorised manager.

10/11/2016

St James’s Place Backs Janus Henderson With US$983 Million

Henderson asset manager, will acquire Janus Capital Denver based fund company

10/11/2016

Stealth wealth: inside the secretive world of wealth management

Capital Without Borders by Brooke Harrington reveals a new, hidden focus for financial services: keeping family assets secure.

10/11/2016

OMGI’s Tonkinson: We are expanding our international footprint

He started out as an independent financial advisor at Towry Law, and spent the earlier years of his career at Prudential and Fidelity.

10/11/2016

Leeds-based Progeny launches new investment management firm

The new investment management firm offers a tailored investment solution, working with clients to navigate the financial markets by growing and preserving future wealth.

10/10/2016

ABN Amro weighs sale of Asia private-banking business

The cost to the banks is climbing fast, and some players may just decide to focus back on their more profitable core business.

10/10/2016

UBS Wealth Management Moves Downmarket in Bid for More Clients

Other banks are turning to technology to reach investors.

10/10/2016

440 Strand to remain the historical home of Coutts after purchase

Extending the long standing association that Coutts has with the Strand will help secure the prestigious brand's future and set the foundations for the bank's continued long-term growth.

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.

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