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Wealth and Asset Management

11/16/2016

UBS Wealth CIO bucks consensus with pro-euro call for 2017

It's a gutsy call because the political calendar does make a lot of people worry.

11/16/2016

ABN Amro quarterly profit up 19%; bank to shed more jobs

In 2016 we updated and extended our strategic priorities and financial targets towards 2020.

11/16/2016

Largest Wealth Fund Finds Value in Israeli Banks After Job Cuts

Now some are moving to reinstate or increase dividends that had been curbed by regulators.

11/16/2016

Rowan Dartington sells platform arm after SJP acquisition

Rowan Dartington is selling its Ardan International platform business to RL360° Group

11/16/2016

Guernsey launches the smart and simple Private Investment Fund

Guernsey has introduced a Private Investment Fund (PIF) regime which provides fund managers with greater flexibility and simplicity.

11/15/2016

Lossmaking online wealth manager Nutmeg raises £30m

Low-cost ‘robo-advisers’ trying to reshape financial advice have had limited success

11/15/2016

Metro Bank has agreed to offer cash accounts to clients of St James's Place

The older, more established, of the two companies called Metro an innovative banking partner.

11/15/2016

Fairstone Group to add £30m FUM with Bankfield deal

Full acquisition planned after integration period

11/15/2016

Wealth management is and always has been a relationship business

Honest, profound and thought-provoking

11/15/2016

Bedell Trust's Business Continues its Evolution

As a fully independent business, we are now even better positioned to provide our clients with the very highest standards of service.

11/14/2016

UK Stewardship Code: FRC grants KBI Global Investors Tier 1

Announces the results of its fund manager assessment programme

11/14/2016

Aberdeen IFA takes assets to £250m with acquisition

The company currently have four members of staff, including Brydon, all of whom will join McHardy with immediate effect.

11/10/2016

No Laptop, No Phone, No Desk: UBS Reinvents the Work Space

There are no laptops to lug around, and their phone numbers follow them from desk to desk or to their mobile devices.

11/10/2016

Schroders takes stake in technology provider

Schroders and Benchmark did not disclose how big the stake is or how much was paid to obtain it.

11/09/2016

UK wealth managers show support for automated services

Wealth managers believe the demand they currently experience for automated investment services will increase in the next two years

11/09/2016

Wealth managers sit tight as election dip underwhelms

Healthcare and defence were the immediate winners at sector level

11/09/2016

Who are the Rothschilds? And are they really behind all major global events?

The Rothschilds are one of the most powerful dynasties in the world

11/08/2016

Quilter Cheviot announces partnership with Transact

The Quilter Cheviot MPS provides a range of discretionary investment portfolios which offer clients diversified exposure to global financial markets.

11/08/2016

Are wealth managers blocking property fund reform?

Moves to reform open-ended property funds after their second crisis in a decade are underway but some wealth managers are resisting.

11/08/2016

Old Mutual Wealth appoints Infrared to activate England Rugby sponsorship at Twickenham

UK’s leading wealth management business appoints global experience marketing agency to deliver hospitality and ticket management programme

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