08/20/2017
Rathbones plots £2bn merger with wealth rival
A tie-up between will create a wealth manager with more than £50bn under management
Wealth and Asset Management
08/18/2017
King’s Lynn wealth management firm celebrates exceptional growth
To celebrate its 15th anniversary and its long list of achievements, the firm will be holding an open day in October attended by the borough mayor.
08/18/2017
Old Mutual Wealth chief: I was not prepared to announce more platform delays
I took that decision and I am responsible for it
08/17/2017
RLAM reports 357% rise in inflows in 'more stable' 2017
Funds under management for the business reached £106 billion during the period, up from £100 billion at 31 December 2016.
08/17/2017
WHIreland Int’l rebrands amid bid to become ‘IoM’s largest wealth manager’
The move also underlines the international focus of the Isle of Man business and sets it apart from the WHIreland Wealth Management division in the UK, the company said.
08/17/2017
UBS Wealth raises forecasts for French GDP
UBS Wealth said high levels of business and consumer confidence will translate into higher investment and consumption.
08/15/2017
Close Brothers swaps tracker for Schroders' US income fund
Like Schroders’ other Maximiser funds, the US vehicle – launched in April – boosts its yield by writing call options on underlying stocks.
08/15/2017
Hargreaves Lansdown enjoys end-of-tax-year boost
Despite 'considerable investment challenges'
08/14/2017
Advantage Malta: targeting high-net-worth individuals
Mr Briffa is synonymous with the operation of Sun Seeker Malta, and through his company Yacht Hub has strengthened the brand’s presence in the Mediterranean region.
08/14/2017
Active management stages a comeback
Industry has closed the gap on passive’s rapid growth since the start of the year
08/14/2017
Lloyds to push deeper into wealth management sector
UK bank to expand pension and investment products to existing customers
08/14/2017
Merger of Aberdeen Asset Management and Standard Life completes
It will have over 1,000 investment professionals and AUD $988* billion in assets under management.
08/11/2017
Old Mutual on track for split; plans to float two more units
The group’s stake in US-based Old Mutual Asset Management will be sold down to 6 per cent later this year.
08/11/2017
Old Mutual pumps £200m into wealth arm ahead of float
Strong trading and profits in a year of investment
08/11/2017
Succession sees losses deepen
This morning (11 August) Succession also published its results for the first half of 2017, which showed its funds under management had risen to £5.6bn.
08/11/2017
Charles Stanley aims to double advice headcount
Last month Charles Stanley hired five people for its financial planning arm
08/10/2017
Sanlam splashes £1m on consolidator's IFA network
Sanlam has convinced us that they are the right firm to take the business forward.
08/10/2017
Intesa Sanpaolo set to buy Geneva private bank
A deal to buy Morval could be reached shortly and the closing is expected by the end of the year, the source said.
08/10/2017
Corporate teams will join world’s leading triathletes in Jersey
They will be joined by teams of corporates, including Santander Group, UBS AG, First Names Group, Ravenscroft Group, and others looking to test themselves at the same event as the best triathletes in the world.
08/10/2017
Bern-based bank expands its reach in German-speaking Switzerland
Aside from the latest expansion plans, the private bank also aims to issue covered bonds in the fourth quarter of 2017.