03/16/2018
Coutts let senior banker stay after hearing sex pest complaints
Private bank for the wealthy investigated female colleagues’ harassment allegations
Wealth and Asset Management
03/16/2018
Investec expects 'strong' performance in wealth & investment division
The group has continued to invest for growth across its client franchise businesses, ensuring that it remains competitive and relevant in the markets in which it operates.
03/15/2018
Old Mutual Wealth ready to list as profit soars 40%
The figure includes £152m from Old Mutual Global Investor’s single strategy business, which was sold in December 2017.
03/15/2018
Scottish wealth boutique goes mass affluent with platform deal
The DFM sits alongside a model portfolio service launched last year.
03/15/2018
Newell Palmer snaps up wealth manager Moneyfax fps
“This acquisition will strengthen the presence of our Bromsgrove business across Worcestershire and the surrounding areas."
03/15/2018
Wealth Manager Regional Stars Awards 2018: The 8 winners revealed
We reveal the eight winners of our Regional Stars Awards, the leading local discretionary managers, as voted for by over 600 financial planners.
03/15/2018
Sanlam’s Global High Quality Fund scoops accolade at Investors Choice Awards
This is the second such accolade the Global High Quality Fund has won in as many weeks, achieving the Investment Performance
03/15/2018
Laurent Gagnebin: «Rothschild is Expanding Offering for Start-Ups»
Rothschild Bank wants to expand its offering
03/14/2018
Mortgage broker directors join SJP with new wealth management business
“We also offer a route for mortgage advisers who are at that point in their career where, with support and leads, they can obtain their diploma qualification and move across into financial planning.”
03/14/2018
Woori Bank teams up with UK’s largest asset manager
Woori Bank said on Wednesday it has signed a memorandum of understanding with the British asset manager to develop various investment products and co-share business strategies.
03/14/2018
Equilibrium Smashes Half Year Target With £80M Net Asset Wins
Equilibrium, which also has an office in Chester, currently manages over £750 million of assets for over 1,000 families.
03/13/2018
Vistra expands into Indonesia via acquisition of Jakarta biz
This acquisition adds to Vistra’s growing global footprint for International Expansion services by establishing a presence in Indonesia, the largest economy in Southeast Asia, which is an attractive market for local and foreign businesses.
03/13/2018
Close Brothers reports strong growth
All our businesses have achieved a good performance year to date, and we remain well positioned for the full year.
03/13/2018
MitonOptimal buys former Vestra Jersey boss' boutique
MitonOptimal managing director and chief investment Scott Campbell said: 'We have invested with Richard and watched his progress for a number of years now.'
03/13/2018
Macquarie Group to buy Luxembourg asset manager
Founded in 1998, ValueInvest brings a team of 17 professionals to Macquarie and will continue to be led by Jesper Alsing, chief executive officer, and Jens Hansen, chief investment officer.
03/13/2018
Brooks Macdonald Profit Increases As Co-Founder Leaves After 26 Years
Brooks Macdonald has increased its interim dividend for 17.00 pence per share from the 15.00p it paid out 12 months previously.
03/13/2018
Rothschild positive on dealflow
The Paris-listed firm, which is advising Melrose on its £8.1bn offer for GKN, said M&A market activity in 2017 was lower overall “principally at the large cap end of the market”.
03/12/2018
Deutsche Bank executives to give up their bonuses
Deutsche Bank, like other banks, was hit last year by a big charge tied to the U.S. tax overhaul. The bank's charge of EUR1.4 billion left it with a full-year net loss of around EUR500 million. In 2016, Deutsche Bank had a full-year loss of more than
03/12/2018
LGT annual group profit soars 23%
LGT reported very good results in all regions and business areas for the 2017 financial year
03/12/2018
UK based wealth manager expands Wealth Platform to include Offshore Custody
The offshore custody solution allows clients access to global multi-asset class investments and multi-currency trading