02/21/2017
Rathbones, Brooks and LGT Vestra sign up with tech firm
The news comes after PwC's annual CEO survey warned wealth and fund firms risk be 'swept away' in the technological revolution in financial services.
Wealth and Asset Management
02/21/2017
Credit Suisse Returns to Its Roots in Europe
The trend was pronounced in Europe, the only region where revenue from managing money for the wealthy declined even as client assets grew
02/21/2017
Monaco Welcomes a New Vistra Office and the Launch of Vistra Private Office
They will have access to a team of experienced Vistra professionals, based in all major jurisdictions
02/21/2017
Message from Alexander Hoare
We will be delighted when customers come to us looking for a highly personalised banking relationship
02/21/2017
Gresham House Launches of new investment platform
Berkshire will conditionally subscribe for up to a maximum of 2,546,372 new Ordinary Shares
02/21/2017
Arbuthnot Banking on track
As previously announced in December 2016, the Group completed the purchase of the Duncan Lawrie loan portfolio.
02/21/2017
MSCI to reshape WMA’s alternatives benchmark
The global equity index includes large and mid-cap stocks but is also exposed to a range of factors including value, momentum, quality and smaller company, in order to provide a correlation to alternative assets.
02/21/2017
Close Brothers Group hosts Sir Anthony McCoy book launch
Close Brothers is listed on the London Stock Exchange and employs 2,800 people principally in the UK
02/20/2017
Pimco, M&G and Franklin crash out of top-10 fund house list
Amundi, Nordea and Credit Suisse move up ranks of Europe’s largest asset managers
02/20/2017
St James’s Place joins drive for more ethical investment
Wealth manager to raise profile on environmental, social and governance issues
02/20/2017
Northern Trust to Acquire Fund Services Units of UBS
Northern Trust has operated in Luxembourg since 2004, and the transaction will make Northern Trust a top 10 asset servicing provider in terms of assets under administration.
02/20/2017
Wealth and fund firms risk being ‘swept away’ in tech age
Technology is a disruptive force
02/20/2017
Have you checked your Wealth Manager's EQ?
People often get confused between investment manager and Wealth Manager.
02/20/2017
PwC: Asset and wealth managers show 'striking' lack of digital innovation
Technology has completely reshaped or significantly impacted competition
02/20/2017
Euclidea goes live with private banking service available to all
Supervised by the Bank of Italy, in November 2016 Euclidea received authorisation from Consob to operate as Investment Manager.
02/20/2017
Chelverton Investor Club completes its first deal of 2017 - Qualification Check
In regulated industries or other sensitive areas, such as financial services, healthcare or education, knowing employees are who they claim to be and are qualified to do the job is critical.
02/20/2017
SJP swoops on Dorking-based advice firm
Following the deal HJP will become a restricted advice firm.
02/17/2017
Enness Private Clients launches international high net worth mortgage brokerage
The launch of Enness International allows a focused team to offer our clients mortgage advice on their European property portfolio.
02/17/2017
Robo adviser beats benchmarks in first year
Wealthify achieved higher growth for their clients investments
02/17/2017
Julius Baer and the Russian Client Who Brought Down a Bank
The court proceedings against Julius Baer have been initiated in the plaintiff's country of domicile in the European Union