09/18/2018
UBS has chosen Frankfurt as its post-Brexit EU base
Major financial organisations are being forced to rethink their European strategies as a result of Brexit and the coming end to financial passporting arrangements.
Wealth and Asset Management
09/18/2018
Wealth management firm to create 12 jobs with office move
The new headquarters in Luke Lane, Brailsford, will keep many of the historic features of the corn stores barn conversion which was the former showroom of tile company, Stoneworks.
09/17/2018
Standard Chartered Private Bank integrates tech and tradition for new UK Resident non-Domiciled service
Standard Chartered’s UK RND service uses technology based safeguards to automatically segregate cashflows.
09/17/2018
Germany's Berenberg sells Swiss private bank to investor consortium
The acquired business has 100 staff in Zurich and Geneva, offering private banking, asset management and family office services
09/14/2018
Investec plots spin-off of asset management business
Move comes amid management overhaul at the South African banking group
09/14/2018
Close Brothers sells retail lending business
Close Brothers Retail Finance provides unsecured finance to consumers through retailers at the point of sale, and has worked with companies such as Jessops, Samsung and Cotswold Outdoor.
09/13/2018
BNY Mellon IM launches thematic fund focusing on mobility disruptors
Managed by The Boston Company
09/13/2018
Gresham House Doubles Income
The company said the increase in income was driven by management fees for new vehicles - including British Strategic Investment Fund and Gresham House Strategic - being in operation for the full period.
09/13/2018
Equilibrium Asset Management enjoys consecutive eighth year of growth
Founder Colin Lawson praised staff at the wealth management firm who achieved more than £150m in net asset wins
09/13/2018
SJP shuns new CII exam in favour of in-house programmes
We have a comprehensive and structured chartered programme to ensure our advisers remain highly competent
09/13/2018
Aberdeen Standard bags 26 GRESB Green Stars
Additionally, three of ASI’s funds achieved ‘sector leader’ status, meaning they have the highest ESG performance of their peer group.
09/12/2018
JP Morgan to set up Luxembourg wealth management unit in Brexit move
The US firm plans to create a “significant” business in Luxembourg, according to the report, which will allow it to serve more fund management clients across the European Economic Area.
09/12/2018
Fund stars line up to back Facebook of wealth management
Robertson said: ‘We have built Octo Members with the financial services community, particularly advisers, at the forefront of our thinking.
09/12/2018
New fund offers ideal solution for trustees
This is more problematic, if your trust fund has £3 million to invest.
09/11/2018
Intrinsic reports £15m loss
Intrinsic Wealth also paid £900,000 relating to a long-term incentive plan for advisers
09/10/2018
Absa Wealth appoints Societe Generale for Wealth International client value proposition
This deal also demonstrates the ongoing investment and our long-term commitment to the Securities Services business in the UK” comments Bertrand Blanchard, Country Head for SGSS UK.
09/09/2018
Comment: Families, firms and the role of private banking
At Hampden & Co it is important for us that our clients know that we care about families as well as individuals.
09/09/2018
Coutts launches digital Sipp with Embark
Coutts is the latest company to make a move in the automated, non-advised Sipp space.
09/07/2018
Nikko Asset Management expands green bond capability
SSA-issued bonds offer one of the highest levels of “green purity” with a focus on climate change mitigation.
09/07/2018
BGL BNP Paribas Luxembourg finalises ABN AMRO Bank acquisition
The deal financial terms were not disclosed, was first announced in February this year.