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Wealth and Asset Management

11/11/2015

Ultra Wealthy Buyers Seek Non-Traditional Homes Abroad, New Study Shows

Wealth-X has identified more than 211,000 ultra high net worth individuals globally – defined as those with US$30 million and above in net assets – and 79% of them own two or more residences.

11/11/2015

Aberdeen close on Edinburgh deal

Ernst & Young made the offer to Edinburgh shareholders on behalf of Aberdeen.

11/11/2015

UniCredit signs binding deal with Santander to merge asset management units

In a statement UniCredit said it expected the deal to be fully completed in 2016

11/11/2015

Aberdeen Asset Management selects Markit to value hard to price assets

Outsourcing this function brings independence and operational efficiencies to an area which requires specialist skills.

11/10/2015

Unsubscribe by Tim Price

Well, the truth hurts sometimes, whether it’s our truth or somebody else’s.

11/10/2015

Deutsche Bank to move asset management arm to Victoria

Land Securities' chief executive Robert Noel cited the "constrained" London market in the company's half year results

11/10/2015

Consolidator boosts assets by £50m with South West IFA buy

The acquisition will also add 10 advisers to the firm, which now has 240 advisers across the country.

11/10/2015

'Botox sales held up in the recession': The fund that bets on rich baby boomers

The Lombard Odier Golden Age fund looks for companies that gain from the growing wealth of older peoplea

11/09/2015

Norway’s state fund may invest US$4b on global property in 2015

Sovereign wealth fund already owns property in New York, London, Paris and Berlin - with Singapore and Tokyo the target for future investments

11/08/2015

Let’s talk – communication and interest rates by Penny Lovell

“To be, or not to be, that is the question.”

11/08/2015

“It was the best of times and the worst of times..." by Justin Urquhart Stewart

So when are the best and worst times and what happens if you miss them? So are we all trying to be too clever? And can we really time the market?

11/08/2015

They stake everything if the bankers of the rich do not take action in time

New customer demands, startups striving to take over and the potential in digitalization increasingly arouse their interest as well.

11/08/2015

Barclays to gauge interest in Asia wealth business sale

Barclays said yesterday its global wealth management revenue fell 17% to £227mn $342mn in the third-quarter from a year earlier.

11/08/2015

Profile: Bordier UK chief on earning advice fees and ‘eating your own cooking’

MacLeod’s gut feeling on his future was certainly right as, at just 29 years old

11/08/2015

Business linked to James Bond author eyes expansion

It manages about $43bn in assets under administration, including $11bn in assets under management.

11/06/2015

"Societe Generale Private Banking named "Best Private Bank in Monaco""

The award was made at the “Global Private Banking Awards” ceremony in Singapore on 4 November 2015.

11/06/2015

Wealth management firm's plans to double in size

The industry still has a blind spot about ethics.

11/06/2015

The very rich Dutch are getting richer, says Quote magazine

Top of the list is again Frits Goldschmeding, founder of the Randstad staffing agency

11/06/2015

Julius Baer Would Consider Partnerships in China, CEO Says

Julius Baer has a representative office in Shanghai.

11/05/2015

RBC’s Trust, Custody and Fund Administration businesses in the Caribbean changes hands

The Europe-based SMP Partners Group has announced that it has entered into a purchase and sale agreement to acquire RBC’s Trust, Custody and Fund Administration businesses in the Caribbean.

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Financial advisory firm grows with acquisition

09-02-2026

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09-02-2026

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09-02-2026

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09-04-2026

The Federal Council elects Christoph Ammann as the new President of the Governing Board of the Swiss National Bank

09-03-2026

Wealth management shake-up continues as more senior figures exit Davy and Unio

09-03-2026

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09-04-2026

Considering the Wealth Management Business in Italy Born from SME Acquisitions

09-07-2026

Multiple senior UBS Wealth directors jump to rival wealth manager

09-07-2026

Swedish industrialist Wallenberg warns on leftwing opposition’s higher tax plans

09-07-2026

Alantra launches energy transition fund

09-07-2026

Analysis-Germany warming to UniCredit on Commerzbank seen bolstering way for European bank deals

09-07-2026

Deutsche Bank Revises ECB Rate Hike Predictions Amid Energy Risks

09-07-2026

SEC proposes rule change for transfer agents

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Confidence in digital ​​skills makes young adults vulnerable to online fraud that uses AI

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