02/19/2015
Rathbone Brothers' total funds soar by 24% to £27.2bn
Rathbones saw its funds under management boosted in 2014
Wealth and Asset Management
02/19/2015
Natixis to buy French asset manager
With tighter regulations constraining growth from traditional investment banking, Natixis aims to build up its asset management and insurance businesses to keep expanding.
02/19/2015
Wealth-X acquires preeminent wealth market research and advisory firm
With the acquisition, Wealth-X will employ more than 250 professionals across offices in 13 cities, including London, Singapore and New York.
02/19/2015
Property investment in Europe looks more promising says Deutsch Bank report
According to the bank’s Global Real Estate Strategic Outlook for 2015, European property markets continue to improve while those in Asia are experiencing a slowdown in growth rates
02/19/2015
Isle of Man Budget at a glance
The 'tax cap', maximum individual income tax liability, to be increased from £120,000 to £125,000 for new entrants to the scheme. Mr Teare said the scheme would generate a direct economic benefit in the region of £125m over the
02/19/2015
Under the bonnet of Heartwood-Handelsbanken tie-up
Heartwood was ahead of most rivals with its mass-market proposition launch last year
02/19/2015
Rathbones to launch private office and rebrand in key 2015 moves
Rathbones is launching a private office for high net worths and plans to rebrand in key initiatives to meet its growth targets.
02/19/2015
AFH Wealth Management buys KL Plester for £1.7m
AFH Wealth Management has announced the acquisition of Worcestershire-based KL Plester Financial Services Holdings for £1.7m.
02/19/2015
Man Group 'in talks to buy UK asset manager NewSmith'
NewSmith will be placed in Man’s GLG unit if the deal is completed
02/18/2015
WMA clashes with FCA on restricted investment labels
The WMA's criticisms form part of its response to the European Supervision Authority's (ESA's) discussion paper on key information documents for packaged retail and insurance-based investment products (Priips).
02/18/2015
Rachel recognised with Gold award from Close
Close Finance’s Rachel Scott Renouf has won a gold award in the Group’s inaugural Recognition Awards.
02/17/2015
Lenlyn prepares sale of one of Britain’s oldest private banks
But plans to sell the bank’s sister brand ICE, which is one of the world’s largest bureau de change businesses, have been put on hold.
02/16/2015
Private banking: shrinking margins, stagnating client base
The following article is from the February 13-26 print edition of the Budapest Business Journal.
02/16/2015
Deutsche Bank eyes slimmed-down universal bank model - paper
The bank is considering unveiling the new plan, possibly one of the biggest overhauls in decades
02/16/2015
Will 7IM sale succeed after Transact's troubles?
It is understood that Zurich and Aegon have appointed investment bank Evercore to lead talks with potential bidders.
02/15/2015
Managed funds criticised for being 'expensive clones' of indices
Campaigners says investors are being misled by over a third of so-called active funds
02/15/2015
Swiss banks trade Zurich's costly charm for Polish provinces
Even before the Swiss central bank abandoned its cap on the currency in January, the cost of taking on someone in Poland was just 50 to 60 percent
02/13/2015
North East well placed in growing economy, says leading wealth manager
UBS positive on region's prospects as he advises clients to remain "fully invested" on diversified basis
02/13/2015
UK wealth manager targets Gulf expats
An estimated 100,000 British expatriates live in the UAE, which is home to about 50,000 dollar millionaires.
02/13/2015
Seven firms that could snap up 7IM
The runners and riders that could be tempted to buy the investment firm.