07/09/2013
Transformational change sweeps wealth managers as they reconfigure to win back client trust
Will women and millennials transform the wealth management industry?
Wealth and Asset Management
07/09/2013
Regulatory Legal partners with wealth manager to offer services to IFAs
Law firm Regulatory Legal has set up an alternative business structure with a wealth manager to package up legal advice for financial advisers to provide to their clients.
07/09/2013
Quilter Cheviot adopts new corporate identity
he group has created a new logo and website and from now on the Quilter & Co legal entity will be renamed Quilter Cheviot Limited
07/09/2013
Credit Agricole Bank launches service package for expats in Romania and for Romanians who work abroad
Credit Agricole Bank Romania recently launched a package targeting expats in the country.
07/09/2013
Singapore To Use National Wealth To Buy In Europe And North America
While much of the Western world, Japan, and even China are wallowing under crushing debt burdens
07/08/2013
UBS once again the world's largest private bank as assets surge
UBS won back the title of largest private bank in the world as inflows of fresh client funds surged last year
07/07/2013
Assets of top 100 alternative investment managers hit $3 trillion
Towers Watson survey shows total global alternative assets under management exceed $5 trillion.
07/07/2013
Axa becomes IFP lead corporate member
We welcome the support and commitment of both AXA Wealth and Architas by becoming IFP platinum corporate members.
07/07/2013
7IM unveils revamped platform pricing after FCA forces rethink
The company will now charge 25 basis points (bps) as a platform fee for investments in its 7IM funds.
07/07/2013
Former Secretary of State joins independent multi-family officey board
He is currently a Visiting Professor at the University of Sheffield (Department of Politics Crick Centre), visiting lecturer and adviser to the London School of Business and Finance and an Academician of the Academy of Social Sciences.
07/07/2013
Vestra Wealth buys out Goldman
Vestra now has 22 partners and controls £3.6 billion in assets under management.
07/07/2013
Ashcourt Rowan opens Exeter office
Wealth management group Ashcourt Rowan has strengthened its presence in south-west England
07/04/2013
UBP to shed 300 jobs after Lloyds unit purchase
Union Bancaire Privee plans to cut around 300 jobs from the international private banking arm of Lloyds Banking Group Plc which it just bought
07/04/2013
Oldest French-Swiss private bank bulks up with merger
The oldest private bank in French-speaking Switzerland to offer a variety of investment funds alongside its traditional wealth management services.
07/04/2013
McManus & Associates Named Finalist for STEP Private Client Awards
The STEP Private Client Awards highlight excellence among private client solicitors/attorneys
07/03/2013
Where Arbuthnot believes the best growth opportunity lies
Arbuthnot Latham expects to receive its full Dubai banking licence next month and is eyeing further international expansion to boost growth.
07/03/2013
TCC responds to Clive Adamson’s speech on the FCA’s approach to supervising wealth management and private banking firms
The FCA will be delving deep into the firms they are supervising to better understand the market and understand fully the end to end process that a customer experiences.
07/03/2013
Wealthy Appetite: HNWIs gobbling up European prime property
Very few agents can go toe to toe with Beauchamp Estates on sheer net-worth-per-client.
07/03/2013
Wealth manager apathy leaves investment trusts ‘vulnerable to corporate raiders’
This lack of demand for the funds’ shares has left them trading on wide discounts to the underlying value of their portfolios,
07/03/2013
Edmond de Rothschild in major restructure
Following news its Paris-based fund selection chief was leaving