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Wealth and Asset Management

10/11/2016

Progeny launches discretionary investment management firm

Will offer bespoke and model portfolios

10/11/2016

Vistra Assists in Acquisition of Thomson Reuters IP and Science Business

Vistra was able to help overcome extreme complexity and provide integrated corporate secretarial and governance assistance during the transaction.

10/11/2016

Old Mutual Wealth's Feeney warns of 'difficult' markets ahead as inflows slow

Flows hit by Brexit and market uncertainty

10/11/2016

Old Mutual estimates closing London base will cost up to £65m

The managed separation process is expected to be completed by the end of 2018.

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.

10/10/2016

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

Swiss bank stake sparks Formula E season into life

Aside from Julius Baer, the other new investors in Formula E include New-Wave, which is the ultimate parent of Weibo, China’s answer to Twitter.

10/10/2016

Digital-savvy millennials’ future riches draw suitors

Generation Y is the focus of new efforts to encourage them to save

10/10/2016

Investigating 10 myths about Switzerland

Switzerland leads the rankings in global surveys in all sorts of categories, from innovation to quality of life to nurturing talent

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

Is ABN Amro Next Domino to Fall?

ABN Amro has in the region of 140 relationship managers and an estimated $19 billion under management.

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.

10/07/2016

Barclays losing private bankers to StanChart ahead of OCBC takeover

About 20 Barclays relationship managers are expected to join OCBC's private-banking unit in Hong Kong.

10/07/2016

Urs Brutsch: Asian Private Banking is in a Perfect Storm

The pushback on fees puts an even bigger burden on margins already under strain.

10/07/2016

Investors face losing life savings in offshore closure

Investors have been urged to contact the Channel Islands Financial Ombudsman without delay

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