04/04/2018
How are family offices dealing with compliance?
For Single Family Offices financial regulators do not perceive their activities as a threat to consumers or financial stability.
Wealth and Asset Management
04/04/2018
Guernsey aiming to be ‘green investment’ leader
Compliance with green criteria will be required and it will be open to all types of funds.
04/04/2018
IFG won't sell off UK wealth division
IFG said yesterday that it had reviewed the non-binding indicative offers that had been made for Saunderson House and that they had been "in line with market expectations".
04/03/2018
How a Citizens’ Wealth Fund can tackle wealth inequality and deliver a universal minimum inheritance
These stark inequalities exist between individuals and families, between areas of the country, generations and genders, and between people from different ethnicities and class backgrounds.
04/03/2018
Saunderson House owner abandons sale
Number of offers
04/03/2018
Swiss bankers’ hopes for EU access dashed by Brexit
Technical talks on cross-border business have become ‘very political’
04/03/2018
Julius Baer to Open Berlin Branch
The company has currently branches operative in Duesseldorf, Frankfurt, Hamburg, Kiel, Mannheim, Munich, Stuttgart, Wuerzburg and, starting in the summer, in Hannover.
04/03/2018
Wealth managers Blackadders invests in future workforce
Dundee-based Blackadders Wealth Management LLP has grown the value of assets under management by 35% in the last year.
04/01/2018
To Bond or Not to Bond... Ezora: the Easter Dilemma by Penny Lovell
What I need right now is some of the clever, independent thought that Sanlam has shown when it comes to successfully managing our client’s investments.
04/01/2018
UBS to seek fund manager savings from wealth management merger
Swiss bank aims to use the heft of its $2tn assets to win discounts
03/30/2018
AIB talks to buy Investec Ireland falter
Period for exclusive discussions due to run out this weekend
03/30/2018
French boutique completes purchase of asset manager
This comes as the latest purchase in a chain of acquisitions for Financière d’Uzès, which bought independent financial adviser JFB Finances in 2015 and asset management boutique Prais Lyon Gestion in 2013.
03/29/2018
UBS begins global wealth management shift by merging teams
UBS is now combining the regional teams responsible for managing products and services related to alternative investments, investment mandates and partnerships, an internal memo seen by Reuters and confirmed by the bank said.
03/29/2018
Ardian backs French wealth management advisory firm
One of the leading independent wealth management advisory firms in France
03/29/2018
Old Mutual Wealth suspends pension transfer service
We will complete all requests that have already been submitted
03/28/2018
Arbuthnot installs new systems as it reveals plans for 'Arbuthnot Direct'
The bank also announced that it will be rolling out a direct to market retail deposit offering called Arbuthnot Direct, which is expected to soft launch in the middle of the year.
03/28/2018
Deutsche Bank sells off another private banking business
The leading financial institution in Northwest Spain, with 640 branches and more than 4,600 employees.
03/28/2018
Old Mutual Wealth confirms name change
The first business to be renamed is expected to be the multi-asset business, which will become Quilter Investors.
03/28/2018
Arbuthnot Banking's full-year profit jumps on surge in lending
Arbuthnot Banking Group stuck to its optimistic stance over Britain’s vote to leave the European Union, saying that the associated turmoil would create investment opportunities.
03/28/2018
Abanca to buy Deutsche Bank’s private and commercial banking in Portugal
Abanca, which already operates four branches in Portugal, is acquiring Deutsche Bank’s business to expand its operations in the high affluent and private banking segments in the country.