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Wealth and Asset Management

11/17/2016

Santander buys back asset management arm, mulls Allfunds sale

Becomes sole owner of AM business

11/17/2016

Ethical wealth firm partners with LGT Vestra for launch

David Scott, managing partner at LGT Vestra, added: 'It is clear that many clients are looking to achieve a greater level of positive impact with their wealth.

11/17/2016

Investec looks to build Irish wealth unit via acquisitions

The wealth management business in the Ireland needed to be scaled up.

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

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EQT to distribute its private markets strategy through Deutsche Bank

11-24-2025

EFG to integrate BlackRock’s Aladdin Wealth™ technology into advisory platform

11-24-2025

UK tax take continues to rise ahead of Autumn Budget

11-24-2025

Analysis-Norway’s wealth tax trades millionaires for equality

11-24-2025

EFG International presents 2028 strategic plan: Consistent performance and the power of compounding

11-25-2025

Partners Group's $9.2bn evergreen fund underwhelms after two decades

11-24-2025

New initiative launched to ease adviser shortage

11-24-2025

Swiss wealth tax proposal to test public appetite for redistribution

11-28-2025

Rothschild & Co sets the course for the continued development of its Wealth Management business in Germany

12-01-2025

Blackstone to pump hundreds of billions into Europe as gov't attitudes shift

12-01-2025

Schroders appoints first Head of ETFs as ETF franchise surpasses $1bn AUM

12-01-2025

Ex-$3bn Citi private banker launches advisory firm in Geneva

12-01-2025

Suntera Global expands Luxembourg reach via Qualix partnership

12-01-2025

Bravura taps AheadMG for deployments across Emea

12-01-2025

Rothschild & Co advises on two winning deals from IJGlobal

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Foster Denovo extends platform partnership with Third Financial

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