04/08/2019
Is your outsourcing strategy stifling your success? By Prashant Singh, SS&C
The same is happening in financial services outsourcing.
Wealth and Asset Management
04/05/2019
UBS said to weigh asset management merger
The company has been assessing the market for at least a year as dealmaking picks up across the industry, according to the people.
04/05/2019
SJP joins protection lobby group
Alan Knowles, managing director of Cura Financial Services and Chair of the PDG, said: “We are delighted to see St James’s Place Wealth Management and Essential Insurance join the PDG.
04/05/2019
Quilter sacks Woodford for Artemis's Frost
The fund has returned 28 per cent over the past three years.
04/04/2019
Billionaire's hedge fund bets £60m that shares in Ryanair will fall
Short-selling position taken in early February is first of this size reported on budget airline
04/04/2019
How to keep wealth in the family
Describe the challenges of passing on assets later in life
04/04/2019
UBS eyeing asset management merger with DWS – reports
Swiss bank could combine businesses and spin them out as separate entity
04/03/2019
Nucleus reports 33% profit jump
Nucleus' chief executive David Ferguson said the results were positive given a number of challenges facing the platform market.
04/03/2019
Vontobel acquires Swiss firm’s US private client portfolio
The duo have also entered into a cooperation agreement about recommending clients
04/03/2019
UBS Wealth Management USA Unveils an Innovative and Award-Winning Digital Experience to Help Clients Manage Their Total Wealth
While the app goes beyond just the financial component of wealth, it also comes with new financial tools such as net-worth tracking and spending analysis tools.
04/03/2019
Sanlam outsources custody services
The wealth management industry is undergoing huge transformation as firms seek to focus their time and attention on delivering best-in-class advice and service to their clients.
04/03/2019
Men still earning more at fund firms
Initiatives to promote boardroom diversity and flag gender pay issues have failed to resolve the issue
04/03/2019
SocGen opens German private banking office
Guido Zoeller, country manager for Germany & Austria said: "The offering of Société Générale Private Banking will complement our current portfolio of services and expertise in Germany."
04/03/2019
Julius Baer sets up Barcelona hub to continue expansion in Spain
The firm has appointed four senior private bankers to the new office
04/03/2019
Fairway Group nominated in four Powerwomen categories
The awards organised by Citywealth celebrate individuals and companies who support caregiving responsibilities, female leadership, and celebrate diversity.
04/02/2019
J. Safra Sarasin to buy Lombard Odier Gibraltar business
This acquisition is another step forward in the growth strategy of the Group's private banking business and will further enhance its already strong footprint in Gibraltar
04/02/2019
Most UK parents feel property purchases are the best way to financially support their children
The combination of high fees and university living expenses contributes to graduates from English universities having amongst the highest student debts in the developed world.
04/02/2019
Wealth manager faces profit hit
Kingswood reported the last couple of years had been a period of "significant change" for the company, with 2018 impacted by a "highly uncertain market environment and weaker investor sentiment" resulting in an "industry-wide&
04/01/2019
Brexit blamed as Canaccord Genuity axes jobs in London
Canaccord said in a statement that its wealth management arm will be unaffected, which means it is the brokers and traders at the capital markets arm who are in the firing line.
03/31/2019
Are you ahead of the curve? by Lilian Chovin, Investment Strategist at Coutts
The big thing markets don’t like – perhaps even more than a recession – is a surprise. And this was no surprise. Markets knew it was coming and have been preparing for slower growth for some time.