05/04/2016
Tilney’s assets rise to £11bn after Igenious acquisition
As result of the acquisition Tilney Bestinvest’s assets under management and administration will increase to more than £11bn, predominantly in managed portfolios.
Wealth and Asset Management
05/04/2016
Why is the boss of a £600m Plymouth firm ready to walk away from it all?
By then Succession Group, which is based at Plymouth Science Park and manages £11bn worth of people's wealth, will aim to have a £100m annual turnover with £30m profit.
05/03/2016
UK’s oldest bank, C Hoare & Co, goes digital with Backbase
C Hoare & Co, Britain’s oldest bank, is modernising its front-end operations with Backbase, a specialist provider of omnichannel banking software.
05/03/2016
Delta Lloyd launches the sale of its shareholding in Van Lanschot
Goldman Sachs International and UBS Limited have been appointed by Delta Lloyd as Joint Global Coordinators and Joint Bookrunners of the intended marketed offering.
05/03/2016
Here's How Goldman Sachs Plans to Go After the Global Not-So-Rich
Goldman Sachs Group, the banking gold standard for the world’s elite, sees a future in less prosperous investors.
05/03/2016
Sanlam pulls out of deal to buy Caerus
Sanlam says it continues to assess its priorities in the UK following a restructure that saw former Ashcourt Rowan boss Jonathan Polin named UK chief executive.
05/03/2016
Investment Update - Couts
In this week's update, Alan Higgins, Chief Investment Officer, Coutts, gives an asset allocation update plus our view on the winners and losers from Corporate earnings season and central-bank policy.
05/03/2016
St. James's Place Academy toasts its 200th graduate
Academy candidates come from a wide range of backgrounds, but are often people looking for a career change or a new challenge.
05/03/2016
Over half of wealth managers say Brexit would negatively impact FM industry
Around 56% of wealth managers questioned by Harrington Cooper for its latest survey believe a Brexit will be 'negative' or 'very negative' for the UK asset management industry, Investment Week can exclusively reveal.
05/03/2016
When the game changes by Tim Price
In their efforts to jam the square peg of financial theory into the round hole of human nature, economists have perpetrated some pretty stupid things.
05/02/2016
Brexit and global growth top wealth manager fear list
Britain leaving the European Union and sluggish global growth top the list of fears among wealth managers according to a survey by Jupiter.
05/02/2016
Switzerland’s largest independent private bank to allow clients to domicile wealth in UK
Offers asset and wealth management services, said it hopes to allow customers to register assets through an onshore booking centre in London from the second half of this year, subject to approval from the UK financial regulator.
05/01/2016
The sandwich generation by Penny Lovell
Sabine Heubner, in The Family in Roman Egypt*, describes how parents in second and third century Roman Egypt were expected to “feed and clothe their children, watch over their moral development, celebrate their coming of age, provide their sons with
04/29/2016
UBS to revamp wealth management business
The initial stage of the restructuring, which includes the wealth management unit moving to common information technology systems and shared support facilities, are expected to eliminate several hundred jobs, according to the report.
04/29/2016
Nedbank Private Wealth wins Best UK Private Bank for second year
Nedbank Private Wealth has won Best UK Private Bank for a second year running at the prestigious City of London Wealth Management Awards 2016.
04/29/2016
Swiss Regulator Probes Coutts in International Investigation
Royal Bank of Scotland Group Plc said regulators are investigating the Coutts International private-banking business it sold to Union Bancaire Privee last year.
04/28/2016
Oswestry business takeover spells start of expansion plans for financial firm
Bosses at Wrexham-based Hadlow Edwards Wealth Management say the new acquisition will increase the number of their clients by 550 to more than 2,000.
04/28/2016
Schroders launches total return commodity fund
The new fund will offer commodities exposure with a flexible approach, allowing the team to take advantage of a wide range of opportunities, as well as limit downside risk.
04/28/2016
A message from John Cryan and Jürgen Fitschen on Deutsche Bank’s 1Q 2016 financial results
John Cryan and Jürgen Fitschen, Co-CEOs of Deutsche Bank, sent out the following message to the Bank’s employees on April 28, 2016
04/28/2016
EFG Buys Luxembourg Private Bank
The transaction will significantly strengthen EFG International’s presence in Luxembourg and will reinforce the Bank’s focus on growing its wealth management presence in Europe.