10/12/2021
Monte dei Paschi Merges Private Banking, Corporate Businesses Into New Unit
The new structure, called 'Business Enterprises and Private Banking,' is a concrete answer to the evolution of needs of the private client
Wealth and Asset Management
10/12/2021
Schroders Head of UK Intermediary Solutions wins Woman of the Year
In conferring this award, the panel of judges recognised Gillian’s outstanding contribution to the Investment sector of the UK financial services industry.
10/12/2021
Liontrust assets climb 6% as inflows remain at £1bn
Over the six month period, market movements increased Liontrust's assets by £2.6bn.
10/12/2021
The digital agenda outlook, for wealth managers
Client demands have changed and their digital experience is now a real differentiator between firms
10/12/2021
Quintet Closes Swiss Shop
The 87 staff members are currently in a period of consultation.
10/12/2021
Pimfa unveils adviser guide to bolster DFM relationships
The guide is informed by, and builds on, previous work carried out by the Personal Finance Society and also picks up on a wide range of queries and concerns raised by adviser firms.
10/11/2021
Ocorian completes acquisition
Nordic Trustee will continue to be led by CEO, Cato A. Holmsen and a highly experienced management team.
10/11/2021
Gresham House Strategic drops investment manager after review
Today the trust said it has terminated with immediate effect its investment management agreement with GHAM after an “extensive process” .
10/11/2021
UBS Covered Bond Programme
UBS’s Covered Bond Programme has phased out any reference to Swiss Franc LIBOR.
10/11/2021
Offshore Centres Look Back, Forward In Uncertain Times
If certain offshore centres remain closed or impose tight controls, it is going to drive business elsewhere, professor Morriss said.
10/08/2021
Fosun's German private banking unit acquires full ownership of Bankhaus Lampe
The Chinese innovation-driven consumer group continues to expand its presence in Germany while focusing on growth in its home market and beyond
10/08/2021
Home working prompts Brewin Dolphin to abandon HQ relocation plans
But the rise in home working, induced by the pandemic, has prompted the wealth manager firm to change its plans and scrap the relocation which was reportedly going to cost up to £10m, following a “post pandemic” review of its office spac
10/07/2021
The Deloitte International Wealth Management Centre Ranking 2021
Proving its worth in today’s turbulent world
10/07/2021
Fairstone adds 27 advisers in latest IFA purchase
The client-focussed team has almost three decades of experience in providing quality advice and exceptional service to their clients, making them an excellent fit for Fairstone.
10/07/2021
Fairstone snaps up £850m AUM south coast advice firm
The acquisition of Chadney Bulgin in a deal of undisclosed value will take Fairstone’s total assets under management to £12bn.
10/07/2021
Women in private wealth
Surveys have shown that men and women can have differing approaches to wealth management, and that women are more sensitive to gender bias.
10/07/2021
UK wealth manager unveils succession programme for advisers
It wants to ‘explore’ bringing IFA client books to the firm
10/07/2021
Lackluster Growth for Swiss Finance
And talks about further market access have since become far more difficult, the authors of the study maintain.
10/07/2021
Brooks Macdonald International unveils group annual results
The results also show that FUM for the International business grew by 59.2% to £2.5bn at the end of the period.
10/07/2021
Global Market Insights: September 2021 - WH Ireland Wealth Management
This prompted fears of a Lehman-type moment and consequent market contagion.