05/25/2017
Standard Life and Old Mutual reveal how they acquire advice firms
In the wake of our cover story on acquisitions this week, the bosses of two major brands reveal how they pick and value their adviser targets
Wealth and Asset Management
05/24/2017
Funds industry warned over BEPS ‘collateral damage’ risk
Mr Mancini said industry bodies such as the BVCA and AIMA were providing a degree of pushback to ensure that exemptions for the funds industry were guaranteed, but BEPS still had a long way to evolve.
05/24/2017
BNP Paribas rebrands asset management
It will rebrand BNP Paribas Investment Partners to BNP Paribas Asset Management as of June 1.
05/24/2017
Think Basic Asset As Backlash Blows Over, Says Rothschild
Events including the Brexit referendum and Trump’s election had led some commentators to predict a generalised global “backlash” against free markets.
05/23/2017
UBS: Cultivating a New Breed of Private Bankers
Digital attackers are cheaper, faster and less emotional at filling portfolios with the right stocks and bonds.
05/23/2017
Fund Administration changes hands
It provides services and administration to around $7 billion in assets.
05/23/2017
Unigestion CEO Joins the Board of Sustainable Finance Geneva
Fiona is an advocate for Responsible Investment and has been an active member of Unigestion’s Responsible Investment Committee since its inception five years ago.
05/23/2017
Apfa members vote in favour of WMA merger
Apfa director general Chris Hannant said the merger could not be confirmed until this vote takes place.
05/22/2017
Voting opens for Schroders UK Platform Awards 2017
The firm may use a single platform strategy while always being aware of suitability factors.
05/22/2017
Barclays set to create 100 jobs as it steps up private banking push
Move comes three years after lender aborted first expansion plan in private banking.
05/22/2017
Julius Baer assets under management swell at start of 2017
This increase was driven mainly by broadly equal improvements in the client-activity-driven and asset-based components of net commission and fee income
05/22/2017
Meet the Investment Influencers: UBS's James McGuire
Our regular video series continues
05/22/2017
Monaco-based private bank closes London arm
CMB Wealth was launched in 2015 by ex-Coutts investment director Julian Soper and Savio Figueredo, formerly a director at Barclays Wealth & Investment Management.
05/22/2017
Wealth boutique to launch online investment service
The service is set to launch next quarter and the portfolios will carry an all-in fee of 0.65% with no minimum investment.
05/22/2017
AJ Bell grows revenues amid record new client sign-ups
Online investment platform AJ Bell has reported rapid growth in its revenues after it added almost 12,000 customers in the space of six months.
05/19/2017
Close Brothers Asset Management increases assets
The net interest margin and bad debt ratio both remained broadly stable on the first half.
05/19/2017
Raymond James opens an office in Frankfurt am Main, Germany
The team will, in addition, provide services in the areas of capital market M&A and strategic advice.
05/19/2017
Gresham House Proposed Acquisition of Hazel Capital
The proposed acquisition, expected to complete in the third quarter of this year, is in line with Gresham House’s strategy to grow both organically and through acquisition
05/19/2017
Close Brothers Confident On Full Year After Good 3rd Quarter
All statements in this release relate to that period unless otherwise indicated.
05/19/2017
Monaco’s Rosemont adds Andorra outpost
The new business is known as Rosemont Services Andorra SL, and it joins a list of other Rosemont International outposts under the Rosemont name in Hong Kong.