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.
Wealth and Asset Management
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
03/02/2018
AFH has £24m to spend on acquisitions
"As at 1 March the company had cash balances of £24m. The directors remain confident that the group is well positioned to take advantage of market opportunities as they arise."
03/02/2018
How Swiss Banking Turned on Pierin Vincenz
He Took on Industry Titans
03/02/2018
Credit Suisse Private Bank Bonuses Said to Outpace Rest of Firm
The lender, which in 2016 awarded 3.09 billion Swiss francs ($3.26 billion) in incentive pay, is in the final stretch of a restructuring plan to focus on managing money for ultra-high net worth individuals.
03/02/2018
Nikko Asset Management debuts first global corporate brand campaign
Before stepping onto a global stage, one of Asia’s largest asset managers had to distill a list of brand attributes—and find an agency willing to create the work in Japan.
03/01/2018
Schroders defies gloom for active managers with £9.6bn net inflows
Schroders defies gloom for active managers with £9.6bn net inflowsFocusing on the longer term, we have continued to see good progress in a number of key strategic areas, with the expansion of our investment capabilities in private assets, an improve