05/10/2017
Old Mutual Wealth buys restricted advice firm with Sanlam ties
A client brochure which appeared on Maestro's website as recently as January of this year said the firm offered restricted advice.
Wealth and Asset Management
05/10/2017
St James's Place hires 35 more of its academy graduates
After two years of training
05/10/2017
WMA and APFA proposal to create trade association for investment management & financial advice
The combined IMFA membership would represent UK firms offering a range of financial solutions, including investment advice and portfolio management, as well as investment and execution services, financial planning and advice for private clients.
05/09/2017
Private banker scoops City philanthropy prize
An advocate of microfinance, social investment and enterprise, and venture philanthropy.
05/09/2017
Weatherbys bank sees Scots growth outpace rest of UK
Overall, we’re continuing to take on new clients in Scotland
05/09/2017
Asset Management Unit of Denmark’s Biggest Bank Adopts Bloomberg LQA
The LQA tool was developed over a six-year period and uses machine learning.
05/09/2017
Investec launches new fixed rate range
The lender has lifetime trackers starting from Investec bank base rate, currently 0.25 per cent plus 1.84 per cent.
05/09/2017
French bank Natixis' Q1 net income climbs 40 pct on trading surge
The investment banking-focused company said quarterly net income rose to 280 million euros ($304.9 million) driven by stronger revenue in fixed income and equities trading, as well as asset management.
05/08/2017
EFG: Skirmish in Italy
The bank rebranded itself following the deal, doing away with the BSI brand, a 144-year-old Swiss bank which was disgraced by its deep involvement in the 1MDB scandal.
05/08/2017
Wealth and business service firm eyes £1bn London float
It offers a number of services.
05/08/2017
Compass portfolios and the art of navigating financial markets
The team is a true partnership of equals, bringing together two clearly complementary skillsets.
05/08/2017
Fairstone buys Welsh firm
DHD is an extremely well organised and robust business which also enjoys a strong and loyal client base.
05/08/2017
Apfa to merge with Wealth Management Association
The proposed new trade association will provide a stronger, united voice that can better lobby on behalf of the combined membership.
05/08/2017
HSBC PB strikes strategic deal with 25 fund firms
It has sought out companies covering a diverse range of asset classes, geographies and styles.
05/07/2017
'Nobody picks on a strong man' – Charles Atlas
He now stands on the verge of becoming one of the most significant sportsmen of his generation.
05/07/2017
GAM plans to leave London’s upmarket St James’s
Area has become too expensive for Swiss asset manager under pressure to cut costs
05/06/2017
GAM plans to leave London’s upmarket St James’s
Area has become too expensive for Swiss asset manager under pressure to cut costs
05/05/2017
Dutch trust company operator TMF again eying IPO
The company issued a similar statement in 2016 naming Goldman Sachs as adviser, but an IPO never materialised.
05/05/2017
Estera marketing team shortlisted for prestigious awards
The Citywealth Brand Management & Reputation Awards are due to be held in London on 15 June.
05/05/2017
Nordea Private Bank Shutters Zurich Office
The reasons for the closure are rising regulatory and IT costs in Zurich