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.
Wealth and Asset Management
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
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.