10/12/2016
Old Mutual receives approaches for UK operation
Analysts value British operation at £3bn to £4bn
Wealth and Asset Management
10/12/2016
Brown Shipley buys Manchester wealth manager
With a heritage spanning over 200 years, Brown Shipley provides investment management, wealth management and private banking services to a range of clients.
10/11/2016
Hottinger Launches Its New International Multi Family Private Office, Building on 230 Years of Banking Legacy
The unique structure of this new multi-family office, where senior management and families are joint owners of the holding company, ensures interests are always aligned.
10/11/2016
Progeny launches discretionary investment management firm
Will offer bespoke and model portfolios
10/11/2016
Rowan Dartington AUM jump 25% year-to-date to break £1.5bn threshold
AUM up 60% over two years
10/11/2016
Old Mutual Wealth inflows fall 60% as it prepares for 2018 float
An update to the market published today indicated Old Mutual Wealth would still float in London by 2018 as originally planned.
10/11/2016
Crestbridge Luxembourg to act as manager in first RAIF platform
This means that non-EU managers can quickly set up and bring to market funds under the supervision of the pre-authorised manager.
10/11/2016
St James’s Place Backs Janus Henderson With US$983 Million
Henderson asset manager, will acquire Janus Capital Denver based fund company
10/11/2016
Stealth wealth: inside the secretive world of wealth management
Capital Without Borders by Brooke Harrington reveals a new, hidden focus for financial services: keeping family assets secure.
10/11/2016
OMGI’s Tonkinson: We are expanding our international footprint
He started out as an independent financial advisor at Towry Law, and spent the earlier years of his career at Prudential and Fidelity.
10/11/2016
Leeds-based Progeny launches new investment management firm
The new investment management firm offers a tailored investment solution, working with clients to navigate the financial markets by growing and preserving future wealth.
10/10/2016
ABN Amro weighs sale of Asia private-banking business
The cost to the banks is climbing fast, and some players may just decide to focus back on their more profitable core business.
10/10/2016
UBS Wealth Management Moves Downmarket in Bid for More Clients
Other banks are turning to technology to reach investors.
10/10/2016
440 Strand to remain the historical home of Coutts after purchase
Extending the long standing association that Coutts has with the Strand will help secure the prestigious brand's future and set the foundations for the bank's continued long-term growth.
10/10/2016
Now the ‘merely affluent’ can pay UBS to manage their wealth
UBS is also opening its doors to the merely affluent in Germany and Taiwan, through different programmes.
10/10/2016
Stonehage Fleming acquires leading HNW adviser
London-based FF&P Wealth Planning, was launched in 2011 following a strategic partnership between Asquith & Partners and Fleming Family & Partners.
10/10/2016
City Financial agrees to sell The Adviser Centre to Embark Group
Transfer of ownership is part of a commercial agreement between Embark and City Financial
10/07/2016
Neptune partners with Raymond James to launch wealth arm
Neptune said Equester Capital Management will be a branch of Raymond James
10/07/2016
European Wealth acquires £120m Towry client book
The £1 million consideration will be paid in instalments.
10/07/2016
Credit Suisse's new Swiss bank to go live on November 21
He also wants to cut costs by at least 4.3 billion francs by the end of 2018.