11/16/2018
Multi-family office partners with Edmond de Rothschild
EOS comprises the Edmond de Rothschild portfolio management and distribution management system, based on leading market solutions, Simcorp Dimension and Microsoft Dynamics.
Wealth and Asset Management
11/15/2018
HSBC introduces two sustainable multi-asset funds
To be made available from this month, the two portfolios will seek higher average ESG score as well as lower portfolio carbon intensity than the market.
11/15/2018
Mariner Wealth Advisors to acquire Patriot Wealth Management
As per the agreement, Patriot will become a unit of Mariner Wealth Advisors from 1 January 2019.
11/15/2018
Jersey firm launches London private office
By harnessing the expertise of our global team, working with trusted partners and bringing some cutting-edge innovations to the family office space, JTC Private Office can help cement our position as a market leader.'
11/15/2018
Santander Private Banking, named ’Best Private Bank’ in Spain by The Banker magazine
The award recognizes the advantages of a specialized advisory model offered to private banking clients in more than nine countries.
11/15/2018
Client assets fall at EFG
As of 31 October 2018, Assets under Management were CHF 140.1 billion
11/15/2018
Close Brothers makes "solid" start to financial year
Overall, our banking businesses remain well positioned, and we continue to invest in maximising their long-term potential while maintaining our prudent approach to lending.
11/15/2018
Investec gives timeline for asset management spin off
The results statement showed the asset management business made a profit of £91.5m in the six months to 30 September, an improvement on the £83.2m achieved in the same period in 2017.
11/15/2018
Investec's profits rise on strong asset management performance
The common equity tier one ratios were 10.4% for Investec plc and 10.3% for Investec Limited, ahead of the group's CET1 ratio target.
11/15/2018
Glenmede and Stonehage Fleming agree strategic alliance
Through this agreement, Glenmede and Stonehage Fleming, the third- and second-largest independent multi-family offices in the world1, will expand their respective client offerings and geographical capabilities.
11/15/2018
KW Wealth launches ethical portfolio range
Move comes despite limited number of suitable actively-managed fund choices
11/14/2018
Schroders expands footprint in South Africa
After a positive reception from local investors we are very pleased to be expanding our team in the country.
11/14/2018
Women-only wealth manager network rolled out in the UK
Raymond James pushing to increase the number of females in wealth management
11/14/2018
Rothschild on track for advisory record but notes M&A slowdown
Third quarter up 11% to €296 million
11/14/2018
Tavistock and Lighthouse join forces
Tavistock plans fundraising
11/13/2018
SJP Academy celebrates new Financial Planning graduates
The Academy gives learners the opportunity to undergo thorough training before being offered the chance to become wealth advice professionals or Paraplanners within the St. James’s Place Partnership.
11/13/2018
Natixis Wealth Management takes over Massena Partners
Operation will help French bank develop wealth management business in France and Luxembourg
11/13/2018
Sanlam FOUR renamed Sanlam Investments to align with parent brand
Five years after being bought by Sanlam
11/13/2018
Barclays' senior duo to meet with activist Bramson
Sheborne Investors, Bramson’s vehicle, has a 5.4% stake in Barclays
11/09/2018
Italians rush to put money into Swiss banks as budget fears grow
Italians put their assets into Swiss accounts as their government rejects negative economic forecasts