03/13/2018
Rothschild positive on dealflow
The Paris-listed firm, which is advising Melrose on its £8.1bn offer for GKN, said M&A market activity in 2017 was lower overall “principally at the large cap end of the market”.
Wealth and Asset Management
03/12/2018
Deutsche Bank executives to give up their bonuses
Deutsche Bank, like other banks, was hit last year by a big charge tied to the U.S. tax overhaul. The bank's charge of EUR1.4 billion left it with a full-year net loss of around EUR500 million. In 2016, Deutsche Bank had a full-year loss of more than
03/12/2018
LGT annual group profit soars 23%
LGT reported very good results in all regions and business areas for the 2017 financial year
03/12/2018
UK based wealth manager expands Wealth Platform to include Offshore Custody
The offshore custody solution allows clients access to global multi-asset class investments and multi-currency trading
03/12/2018
Deutsche Bank to Raise Up to $2.2 Billion in DWS Unit IPO
Bank to sell as much as 25% stake in asset-management unit
03/12/2018
UBS WM continues to bleed EM assets as total inflows rise
UBS Wealth Management encompasses all wealth operations booked outside North America.
03/09/2018
Geneva boutique names new Swiss picks in European fund
The company’s growth spurt could attract more institutional investor interest
03/09/2018
JTC poised for London IPO
Each of the Selling Shareholders who are retaining some Shares will be subject to a 12-month lock-up
03/09/2018
13 women shaping wealth management
Women remain appallingly under-represented in the top tier of finance
03/09/2018
Sanlam Private Wealth secures investment fund win at the 2018 Private PAM Awards
This is the second such award the Global High Quality Fund has won in the past year, following its success at the City of London Wealth Management Awards 2017.
03/08/2018
Edmond de Rothschild Corporate Finance advises Banimmo in the sale of its french subsidiary to Montefiore Investment
A top investor in French midmarket service companies, Montefiore Investment has made many long-term investments in specialised real estate companies with high added value.
03/07/2018
Indosuez Wealth Management targets expansion in Spain
Iñigo Calderón has been named head of Central Region of Indosuez Wealth Management [Spain] and will lead the wealth managers’ team in Madrid.
03/07/2018
Bonus Season: Boom Times for Ermotti, Thiam and Friends
What can Sergio Ermotti at UBS and Credit Suisse boss Tidjane Thiam expect in their red envelopes?
03/06/2018
VP Bank: Hiring Push Drives New Money Inflows
VP Bank Group reported group net income of CHF 65.8 million for the 2017 financial year. Striking progress was made in terms of market development.
03/06/2018
Fairstone fully-acquires Zimb Johnson following successful integration
The deal brings total fee income of c. £850,000 to Fairstone and funds under management of almost £200m. Four staff will also join the group.
03/06/2018
Wealth management company moves into former brewery
The 25-strong company will move into the site after the 4,359 sq ft building is fitted out.
03/06/2018
Private Jet Base Opened by Rigby Group Firm
Chris Beer, XLR director, said: "Liverpool represents a key location in our strategy to provide top rank executive aviation centres across the UK."
03/05/2018
OM Asset Management to rebrand
“Working together with our high quality Affiliates as BrightSphere Investment Group, we will continue to evolve and enhance the ways we support Affiliate growth initiatives."
03/04/2018
Wealth management firm seeks new talent
The company, currently manages around £200 million in client assets and offers excellent opportunities for progression.
03/04/2018
Asset managers pay £34m compensation for overcharging investors
The fund houses, which have not been named, have made the move to reimburse investors in the wake of a landmark investigation by the FCA