02/05/2015
State Street Corporation has extended its relationship with Investec Asset Management for another seven years to provide full middle office and fund accounting services across the UK, South Africa, Luxembourg and the United States.
02/05/2015
The move is part of a wave of deals expected from Swiss private banks amid a raft of challenges
02/05/2015
Aberdeen Asset Management saw net equity outflows in the three months to the end of 2014 after investors moved money away from emerging markets in December.
02/05/2015
J.P. Morgan has been named the world's "Best Global Private Bank" in Euromoney's 12th annual survey of the global private banking industry
02/04/2015
Towry's buy of Ashcourt Rowan marks the first big wealth management deal of 2015. Is it a sign of things to come?
02/04/2015
Stanhope Capital is seeking to grow its presence in the Channel Islands with plans to launch a Jersey operation.
02/04/2015
The United States is the most popular country for foreign ultra wealthy individuals looking to buy secondary residences, followed by the United Kingdom and Switzerland
02/04/2015
The business, by then owned by Deutsche Bank, had every reason to be grateful to Horlick, who oversaw huge growth in its investment management business, but suspected she was about to jump ship to a rival along with key members of staff.
02/03/2015
Old Mutual Completes Sale Of Skandia France, Luxembourg
Africa’s biggest insurance firm, Old Mutual, on Monday said the sale of its Skandia (France) and Skandia businesses have been completed.
02/03/2015
Fund managers are looking for new sources of alpha to protect their funds against challenging economic conditions.
02/03/2015
Mediobanca’s new wealth management unit is targeting growth of £1 billion in assets within three years.
02/03/2015
Mediobanca’s new wealth management unit is targeting growth of £1 billion in assets within three years
02/03/2015
The Public Crowdfunding Offer for Gulf Wealth Management Limited begins this week at Seedrs in the UK
02/03/2015
ARC private client indices, measuring the performance of 54 wealth management firms’ portfolios based on four risk categories has found that despite the volatility of 2014, the year ended on a positive note for investors.
02/02/2015
This month the Minister for Economic Development, Laurence Skelly MHK offered a confident outlook for the Isle of Man's economy in 2015. The Island performed well over 2014, with growth across key sectors and Minister Skelly was keen to highlight a r
02/02/2015
Towry bids to buy Ashcourt Rowan in £97m deal
The offer represents Towry's biggest deal since its ill-fated acquisition of stockbroker Edward Jones for £1 in 2009.
02/02/2015
Financial services firm consolidator Succession Advisory Services has signed two new advisers to its pool of members, adding £200m to its £10bn funds under management
02/02/2015
Financial advisory and wealth management business swoops for Oxfordshire firm
The deal which adds a further £55m to its funds under management
02/01/2015
WMA joins forces with NCA to fight wealth cyber crime
The Wealth Management Association (WMA) is working closely with the National Crime Agency (NCA) to help wealth managers address the growing issue of cyber crime
01/29/2015
RBC Wealth Management has been named ‘Trust Company of the Year, Jersey’ at the Citywealth International Financial Centre (IFC) Awards