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Wealth and Asset Management

04/07/2017

UBS Germany: Waiting for Break Even

UBS Germany at the end of 2015 was very close to reaching the point of break even.

04/07/2017

What next for Succession as it prepares for a new era?

The question is where will Succession go from here, and who will be at the helm?

04/06/2017

The world’s rich will still flock to London

Given the parlous state of most European banks, they would be well advised to do so.

04/06/2017

Wealthy Thai buyers to raid London market

That trend will continue this year.

04/06/2017

Successful completion of Amundi's €1.4 billion rights offering in connection with its planned acquisition of Pioneer Investments

The completion of the acquisition is expected to take place by the end of the second quarter of 2017 in accordance with the projected acquisition timeline.

04/06/2017

Standard Chartered announces Private Banking Academy in partnership with Fitch Learning and INSEAD

Launching in May 2017, the programme is mandatory for all front-line employees and will include a rigorous assessment process that leads to certification.

04/06/2017

Barclays offers redress for unsuitable financial advice

Barclays Wealth & Investment Management offers clients redress after reviewing investment products sold between 2005 and 2011.

04/06/2017

Old Mutual puts China insurance joint venture stake on block

The restrictive ownership limit and the tough competition from local firms

04/06/2017

Old Mutual Wealth adds £230m with Shropshire IFA acquisition

The firm's three advisers and additional support staff will join the restricted national, with Infiniti managing director Kevin Speake taking on the role of regional director.

04/06/2017

Brewin Dolphin's Nicol and five others made honorary CISI fellows

FCA board member and former chief executive of National Savings & Investments Jane Platt and financial journalist Anthony Hinton of the London Evening Standard complete the distinguished crop of honorary members.

04/05/2017

Standard Chartered to recruit after doubling client wealth threshold

The change will come into effect over “the next couple of years”, a spokesman confirmed.

04/05/2017

Proplend Receives ISA Manager Status For IFISA

Proplend is now inviting investors to register their interest and sign up for IFISA updates.

04/05/2017

Wealth boutique signs up ex-Towry partner

He left Towry in October 2016 following Tilney's acquisition of the company.

04/05/2017

Jupiter Asset Management takes on Milestone Group’s pControl for NAV oversight

We’re now very well equipped for the future and can focus on adding real value to our business and our clients.

04/05/2017

Sanlam Private Wealth: April Market outlook on asset class performance

Phil Smeaton, chief investment officer at Sanlam Private Wealth, offers a high-level view on individual asset class performance.

04/04/2017

StanChart to double minimum wealth for private bank clients

London-based bank to increase threshold of investable customer assets from $2m to $5m

04/04/2017

The City of London Wealth Management Awards 2017

Results are determined by an online public vote, marking the awards out as an independent and prestigious recognition forum for the winners

04/04/2017

Coutts launches low cost, mass market fund platform

Coutts Invest is an execution only platform enabling clients to invest with an initial lump sum from £500, and regular contributions from £50.

04/03/2017

PraxisIFM Aquisition Will Enable Further Growth

The group has around 300 staff across 10 jurisdictions.

03/31/2017

Brooks Macdonald’s Pam Beith: Female Wealth Manager of the Year

The City of London Wealth Management Awards are unique in that winners are determined by an online public vote.

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