10/02/2017
Leading Fund Administration Business Becomes Vistra
Specialising in auditing, tax consultancy, legal advisory, and management consultancy services, optegra has a staff of 120 professionals based in offices in Cologne, Hamburg and Munich
Wealth and Asset Management
10/02/2017
Gibraltar Financial Services Commission supports World Investor Week
We are also publishing an article every day this week which will focus on financial matters for consumers.
10/02/2017
Old Mutual Wealth to decide on fund management unit before IPO
Chief executive plans to keep the part of OMGI that deals with multi-asset strategies
10/02/2017
JTC completes acquisition of international trust division from Merrill Lynch
The ITWS business, which will now be assimilated into JTC’s Private Wealth Services division, provides the administration of trust services for international advisory clients.
09/29/2017
Client experience must be top adviser priority
The unprecedented challenge the industry is facing is either an opportunity or a threat depending on where you stand.
09/29/2017
UBS CFO Says `Constantly Approached' Over Asset Management Unit
Many banks that are owners for asset management see it as way to address capital challenges.
09/29/2017
Chinese and Luxembourg Bankers Get Closer
The agreement aims at establishing a regular communication and information sharing between the two banking associations as well as at jointly organising professional events.
09/29/2017
Sanne to buy Luxembourg Investment Solutions and Compliance Partners
The addition of LIS and CP into our existing Luxembourg operations is a significant development for us.
09/29/2017
Wealth boutique abandons UK expansion plans
The core team over on the Isle of Man has shifted around a bit and focuses have shifted, so there are no resources to go ahead and do it.
09/29/2017
Rathbones considers bolstering northern presence
Rathbones initially declined to comment about the new office
09/28/2017
Wealth firm with £1.8bn ambition to be wound up
The company ran into problems over the last year.
09/27/2017
Quilter Cheviot becomes first discretionary investment manager to offer Flagstone’s innovative cash deposit platform
The Flagstone platform allows clients to open and fund new bank accounts simply and efficiently.
09/27/2017
Strive and Coutts Partner To Support UK Esports Industry Growth
We recognise that Coutts itself is very new to the eSports industry
09/27/2017
Santander to set up new wealth management unit
The new division will be led by Victor Matarranz
09/27/2017
Seven Investment Management to expand offshore
We are in the process of completing our various regulatory applications and intend to open an office in Jersey in early 2018 -
09/26/2017
Close Brothers profits climb 13% as securities business recovers
Results are presented both on a statutory and an adjusted basis to aid comparability between periods.
09/26/2017
Fairstone agrees to buy two more advice firms
Fairstone now services 41,000 private clients with more than £7bn in investment and pension assets.
09/26/2017
Leeds wealth management firm recognised in national awards
Unlike many industry awards, those shortlisted for the Citywire awards are chosen based on independent performance research.
09/25/2017
Wealth consultancy set for AIM float
It has more than 250 consultants working across nine cities and claims to have worked with 17 of the 20 largest global asset managers.
09/25/2017
SJP to review £5bn Threadneedle mandate
SJP has mixed form in its reaction to manager changes.