10/26/2017
SANLAM Finalises Acquisition of Tavistock
The deal will see Sanlam UK acquire Cheltenham-based Tavistock Financial’s network of 158 financial advisers along with 25 support staff.
Wealth and Asset Management
10/26/2017
Regions Bank Goes Live on SEI Wealth Platform
Enhanced Unified Solution Provides End-Clients Superior Holistic Wealth Management Experience
10/25/2017
Vontobel sees advised client assets swell
Vontobel Wealth Management is still targeting growth in net new money of 4% to 6% – exceeding the market average
10/25/2017
Butterfield to Acquire Global Trust Solutions Business
Upon completion of the transaction, which is subject to regulatory approvals, Butterfield will take over the ongoing management and administration of the GTS portfolio
10/25/2017
Butterfield Reports Third Quarter 2017 Results
Butterfield delivered solid results this quarter as lending margins improved and expenses began to return to a more normal level.
10/25/2017
Requiem For A Banking Tradition
Deutsche Bank is Poised To Dismember The Private Banking House
10/25/2017
OCBC Bank planning research push into rival market Hong Kong
OCBC previously invested in mid-cap coverage of Singapore stocks in an attempt to dominate that area of its home market.
10/25/2017
Advisor Tech in the Year 2020 Roundtable
With the pace of change not likely to slow down
10/24/2017
Pilatus Bank is set to offer Private Banking to the mass affluent
The Chairman of Pilatus Bank, Ali Sadr, believes that due to retail banks closing their bank branches and forcing people into online banking, the demand for private banking is on the rise.
10/24/2017
St James’s Place reports 42% rise in fund inflows
SJP is also set to launch two new investment vehicles, the Japanese and New Global Growth funds, and will add a new Strategic Growth Portfolio to the existing growth and income range.
10/24/2017
Brooks Macdonald discretionary FUM grows to £11bn in Q3
5.1% increase in Q3
10/24/2017
Coutts launches new London Prime Property Index
More millionaire London properties for sale but prices fall
10/24/2017
St. James’s Place – “Eastern leaders mark out plans”
Japanese stocks gained momentum ahead of Shinzo Abe’s decisive victory in parliamentary elections
10/24/2017
Insurer rolls out cyber cover for the ultra-rich in the US
The coverage is an optional endorsement on PURE’s homeowners’ policy.
10/24/2017
International Wealth Protection Expands Their Presence across the Atlantic
While most high net worth clients around the world are facing unforeseen taxation issues, European clients are subject to a heavy inheritance tax burden and are not aware of simple and straightforward solutions that can mitigate the issue.
10/23/2017
LGT Vestra US raises £5800 for the London Warriors Urban American Football Program
This year LGT Vestra US became an Official UK Founding Partner of the Jacksonville Jaguars, the UK’s NFL home team.
10/23/2017
Rathbone Greenbank reaches £1 billion in funds under management as ethical investing becomes more mainstream
John David, Head of Rathbone Greenbank Investments, said “The UK has become a hub for innovation in sustainable investment.
10/23/2017
CAIS Wins 2017 Wealth Management Industry Award
The company is on track to grow its curated menu of products by another 25% by year-end.
10/23/2017
Julius Baer upgrades Dublin office for Brexit boom
This is an important move for Julius Baer
10/23/2017
Zurich-based wealth firm set for London launch
The latest firm to seek authorisation from the Financial Conduct Authority is Zurich-based Global Wealth Management