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Wealth and Asset Management

11/11/2015

UniCredit signs binding deal with Santander to merge asset management units

In a statement UniCredit said it expected the deal to be fully completed in 2016

11/11/2015

Aberdeen Asset Management selects Markit to value hard to price assets

Outsourcing this function brings independence and operational efficiencies to an area which requires specialist skills.

11/10/2015

Unsubscribe by Tim Price

Well, the truth hurts sometimes, whether it’s our truth or somebody else’s.

11/10/2015

Deutsche Bank to move asset management arm to Victoria

Land Securities' chief executive Robert Noel cited the "constrained" London market in the company's half year results

11/10/2015

Consolidator boosts assets by £50m with South West IFA buy

The acquisition will also add 10 advisers to the firm, which now has 240 advisers across the country.

11/10/2015

'Botox sales held up in the recession': The fund that bets on rich baby boomers

The Lombard Odier Golden Age fund looks for companies that gain from the growing wealth of older peoplea

11/09/2015

Norway’s state fund may invest US$4b on global property in 2015

Sovereign wealth fund already owns property in New York, London, Paris and Berlin - with Singapore and Tokyo the target for future investments

11/08/2015

Let’s talk – communication and interest rates by Penny Lovell

“To be, or not to be, that is the question.”

11/08/2015

“It was the best of times and the worst of times..." by Justin Urquhart Stewart

So when are the best and worst times and what happens if you miss them? So are we all trying to be too clever? And can we really time the market?

11/08/2015

They stake everything if the bankers of the rich do not take action in time

New customer demands, startups striving to take over and the potential in digitalization increasingly arouse their interest as well.

11/08/2015

Barclays to gauge interest in Asia wealth business sale

Barclays said yesterday its global wealth management revenue fell 17% to £227mn $342mn in the third-quarter from a year earlier.

11/08/2015

Profile: Bordier UK chief on earning advice fees and ‘eating your own cooking’

MacLeod’s gut feeling on his future was certainly right as, at just 29 years old

11/08/2015

Business linked to James Bond author eyes expansion

It manages about $43bn in assets under administration, including $11bn in assets under management.

11/06/2015

"Societe Generale Private Banking named "Best Private Bank in Monaco""

The award was made at the “Global Private Banking Awards” ceremony in Singapore on 4 November 2015.

11/06/2015

Wealth management firm's plans to double in size

The industry still has a blind spot about ethics.

11/06/2015

The very rich Dutch are getting richer, says Quote magazine

Top of the list is again Frits Goldschmeding, founder of the Randstad staffing agency

11/06/2015

Julius Baer Would Consider Partnerships in China, CEO Says

Julius Baer has a representative office in Shanghai.

11/05/2015

RBC’s Trust, Custody and Fund Administration businesses in the Caribbean changes hands

The Europe-based SMP Partners Group has announced that it has entered into a purchase and sale agreement to acquire RBC’s Trust, Custody and Fund Administration businesses in the Caribbean.

11/05/2015

Bankers should only get bonuses if they hire more women, says Virgin Money boss

Recommendations to Government review include proposals to get more women into senior roles in the banking industry

11/05/2015

Nutmeg CEO: Robo-advice won’t replace traditional advisers

Mr Hungerford said online companies in the UK were so far only doing the investment management.

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BBVA joins Meta-backed Personal Agent Protocol initiative

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Royal Bank announces £520,000 investment in its Edinburgh West End branch, as it promises no further branch closures until at least 2029

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10-21-2026

Wealthspire’s Ground Control Business Management Acquires London-based Atlantic Swiss

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