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Wealth and Asset Management

02/06/2017

Credit Suisse to move banking team to London

The head of investment banking for the Netherlands at Credit Suisse, Maarten Swart, will continue to work between both cities, the source said.

02/03/2017

Julius Baer acquires Swiss independent wealth manager

All partners of both companies will remain operational after the merger.

02/03/2017

Standard Life Investments continues to hold boards to account

The original shareholder spring of 2012 was replayed in 2016

02/03/2017

Rothschild & Co bulks up in private banking

The only area of the business where we could in principle consider to do acquisitions is in private banking.

02/03/2017

Adaptive Grand Slam team of disabled adventurers halfway to making history

The Adaptive Grand Slam takes that theme forward and we are hugely proud to be associated with it.

02/03/2017

Evli - Best Private Bank Provider of Structured Products in Europe

In this category, won by Evli, other nominees included big and well known banks such as BNP Paribas, ING, SEB and Nordea.

02/02/2017

Regulation drives wealth industry's costs up to £4.5 billion

Private banking and wealth management industry has seen assets jump 57% over the last five years

02/02/2017

Deutsche Bank posts $2 billion loss in fourth quarter as litigation costs weigh

Deutsche Bank announces 2016 loss

02/02/2017

Aberdeen Asset Management remains upbeat despite fund outflows

A further £2.4 billion is scheduled to be withdrawn from lower-margin portfolios during the current quarter, in addition to the normal level of structural outflows.

02/02/2017

Old Mutual Global Investors launches positive skew managed futures strategy

OMGI currently manages over USD8.7 billion in the liquid alternatives space.

02/02/2017

Private banking: ABN Amro gets back onto the front foot

Leaner, more transparent and definitely more modern, ABN Amro may have retreated to Europe, but its private bank chiefs’ sights are fixed firmly on growth.

02/02/2017

Western Europe: Rothschild & Co bulks up in private banking

CEO seeks to ease regulatory hit; merger doubles French business.

02/02/2017

Western Europe: Rothschild & Co bulks up in private banking

CEO seeks to ease regulatory hit; merger doubles French business.

02/01/2017

Oddo & Cie and M&A boutique Messier, Maris et Associes form joint venture

Oddo & Cie and Messier, Maris et Associes said their exclusive joint venture would keep the two companies autonomous although they declined to say how revenue would be split.

02/01/2017

Wealth firm buys assets of London IFA for £1.2 million

The success of our acquisition strategy and our ability to integrate numerous acquisitions was set out in the statement on our full year results.

02/01/2017

One Media moves it banking to Coutts & Co

The Group will commence with the orderly handover from Barclays to Coutts during February 2017.

01/31/2017

Delivering real advice

This gives Pugh much reason for optimism about his growth potential.

01/31/2017

Northern Trust Asset Management Launches Unique Sustainable Real Estate Index and Fund in Conjunction with GRESB

Fund Offers Passive Investors Exposure to the Stock Performance of Developed Markets REITs Combined with Responsible Investment Criteria.

01/31/2017

John Clougherty on Fidelity's place in the market

The number of fund groups offering UK customers funds in five years’ time will be substantially lower than it is today.

01/31/2017

Charles Stanley Sees More Trading And Improved Revenue In Quarter

The group reported in November of last year that it had concluded the remuneration consultation.

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