05/04/2018
Cantor Fitzgerald Ireland to snap up competitor
The deal, whose financial terms were not disclosed, is subject to regulatory approval.
Wealth and Asset Management
05/04/2018
Redmayne Bentley to merge Southport branch into Liverpool
The firm’s Liverpool branch, headed by Derek Gawne, currently comprises three investment managers and an administrator.
05/03/2018
Expersoft Awarded Best Front Office Solution at European Awards
Specifically, in awarding Expersoft the Best Front Office Solution, the judges referenced Expersoft's "holistic software offering which covers all named functions and open view of the financial services world."
05/03/2018
Indosuez Wealth Management completes acquisition of Italian wealth manager
The acquisition, which was initially announced in November 2017, further strengthens the bank's presence in Italy.
05/03/2018
Old Mutual Wealth launches new TVA service
The new TVA service has been refined to ensure advisers can receive an accurate report as swiftly as possible.
05/02/2018
Standard Chartered closes in on turnaround target as profits rise
Standard Chartered posted the highest revenue under the leadership of Mr Winters, who became chief executive in June 2005, while limiting cost increases.
05/02/2018
How these wealth firms replaced their CEOs
Knight says that the process was facilitated by the fact that Macdonald, who led the business for 25 years since its founding in 1991, informed him of his decision to retire long before.
05/01/2018
Standard Life Wealth eyes MPS platform migration
The amount of outsourced business that IFAs have passed onto discretionary managers has spiked noticeably in recent years
05/01/2018
St. James's Place Academy adds 32 to its ranks
The last year has been positive for the business, recently, the company reported first quarter net inflows of £2.6 billion versus £1.9 billion in the same period of 2017.
05/01/2018
Ex-OMGI multi-asset team makes senior hires ahead of rebrand to Quilter Investors
Follows split from single-strategy business
05/01/2018
Why this boutique rejected purchased growth for partnership
Over the years, while Denley always had a plan to rebrand the business, this finally came to fruition last year when the firm announced that it would be renamed Oakham Wealth Management.
05/01/2018
WealthSelect Managed Portfolio Service Hits £5 Billion Milestone as it Marks Fourth Anniversary
Quilter plc’s Multi-Asset business (Quilter Investors) today announces WealthSelect has surpassed £5 billion1 in client assets under management.
04/30/2018
BNP Paribas Wealth Management Honored with Three Major Awards
The jury studies the nominees with independence and integrity, ensuring that the awards reflect excellence in the private banking industry.
04/30/2018
Multrees wins two WealthBriefing European Awards
Winners were announced at a gala awards dinner, which was held in London on 26 April at The Guildhall.
04/30/2018
Quilter cashflow up 14%
First quarter net client cash flow was £1.6bn, 14 per cent up on the comparable period in 2017.
04/30/2018
ERI Wins A Prestigious Award
WealthBriefing European Awards 2018
04/30/2018
Vistra Named ‘Best Administrator - Under $30bn Single Manager’
The judges were carefully selected for their wealth of experience and expertise, as well as their absence of conflicts of interest.
04/30/2018
Liechtenstein bank assets jump following Vontobel acquisition
The private bank has also recorded a net new money inflow of CHF 4 million and growth of CHF 165 million in 2017, which it attributes to favourable market conditions.
04/27/2018
Diamond-studded venue for an award-winning Asset Management portfolio
The event, held at Gaba premises in Iklin, featured keynote speeches by Stéphane Mesnard
04/27/2018
Are bonds losing their place in multi-asset funds?
This will both undercut the demand and boost the supply, majorly tipping the scales towards a downturn in prices.