12/04/2015
Wealth boutiques to merge
The combined business will offer discretionary, advisory and execution-only services. The core offering will be bespoke management.
Wealth and Asset Management
12/04/2015
You’re hired! What wealth firms look for in candidates
Graham Coxell, executive chairman of Rowan Dartington, highlights the strength of a potential hire’s relationships with their clients
12/03/2015
Aberdeen eyes takeover of £25bn bond manager - report
Comes despite £34bn outflows
12/03/2015
Brewin Dolphin shrugs off threat of robo-advisers as it looks to grow financial advice business
Wealth manager believes it can grow despite the rise of computerised financial help
12/03/2015
Raymond James to Acquire the US Private Client Services Unit of Deutsche Asset and Wealth Management
“Consistent with our growth strategy, this well-respected unit meets our highly selective parameters for cultural and strategic fit, ability to integrate and value,” said Raymond James CEO Paul C. Reilly. “
12/03/2015
Luxembourg plots to steal London’s financial crown
The tiny nation wants to become “the European location of choice” for global financial services firms, and is already the biggest centre for fund management in the EU
12/02/2015
NORTH West accountancy firm expands wealth management division with acquisition
"This deal enables me to enjoy a capital event now whilst remaining very active in the business. It secures the future of the business for its clients and key staff from our existing location.
12/02/2015
Northern Trust Enhances Global Brokerage Capabilities
Strengthens global trading and transition management services
12/02/2015
Aberdeen Targets £25bn Bond Manager Rogge
Aberdeen is pursuing the deal even as client redemptions accelerate amid weakening emerging markets sentiment, Sky News learns.
12/01/2015
Seasonal slips - St. James's Place
European stocks were boosted by hopes that the European Central Bank (ECB) will increase easing measures and possibly lower rates at its meeting this week, which will offer a timely boost to the eurozone’s most heavily-indebted countries.
12/01/2015
Private equity firm backs wealth firm launch
He will be joined by Monika Kolarich
12/01/2015
Close Brothers Asset Management targets HNWs with DB pension service
This dedicated service is designed to meet increasing demand, helping employers and Defined Benefit (DB) scheme trustees to ensure members make an informed choice around transferring into Defined Contribution (DC) pension schemes.
12/01/2015
Intesa Eyes London’s Rich Italians as Money Shifts From Zurich
Intesa will seek to initially manage the money of the richest among Italy’s 500,000 expatriates living in the U.K., before opening branches in New York and Hong Kong.
12/01/2015
Contrarian ways do it for 7IM fund
Part of the five AAP fund range, the £243m portfolio has returned 35.55 per cent in the past three years, according to data from FE.
11/30/2015
Is there a British Google or Facebook Out There? by Justin Urquhart Stewart
There is a new club in town, it's called "Scale Up Club".
11/30/2015
How Small Hedge Funds Outperform Bigger Rivals
Finance professors at London’s City University find that larger funds lagged from 1995-2014.
11/30/2015
Intesa Sanpaolo to open private bank branch in London
Intesa Sanpaolo’s London branch will start with 10 private bankers.
11/30/2015
More Guernsey banks likely to close, regulator says
The BBC has heard job losses are expected at the Swiss bank.
11/30/2015
Hunt for Richest Clients Drives Nordea Wealth Arm Beyond Nordics
Investing people’s money as they get older and richer is becoming an oasis for banks as other revenue streams suffer.
11/30/2015
Banks embrace ‘the age of asset management’
Fund management is a priority area for many of the world’s largest banks, including Morgan Stanley, JPMorgan, Deutsche Bank, Goldman Sachs, Credit Suisse and UBS.