05/11/2017
Standard Life platform flows soar after Elevate takeover
Standard Life outlined its development plans for the platform earlier this year.
Wealth and Asset Management
05/11/2017
Brewin Dolphin completes purchase of Duncan Lawrie
“This transaction represents a significant endorsement of our growth strategy.”
05/11/2017
Brexit opens door for Swiss-UK banking deal: Julius Baer CEO
Non-EU member Switzerland trades with the EU through a web of more than 100 sectoral agreements
05/11/2017
Lombard Odier bank cuts a third of staff
The staff were informed at a meeting with company directors.
05/11/2017
Merrill Lynch Reveals New Plan For Commission-Based IRAs
The brokerage is rolling out a commission-based retirement account on its advisory platform for investors who do not need ongoing, annual management.
05/11/2017
Who have advisers ranked as the most popular DFM?
It will be interesting to see next year if this trend continues
05/11/2017
Power shift in Swiss finance with insurers set to overtake banks
Insurance will overtake financial services as a proportion of Switzerland's 650 billion Swiss franc ($649 billion) economy in 2018 based on the average growth rate of the past decade, according to Reuters calculations.
05/11/2017
Winners of Citywealth Magic Circle Awards announced
The awards, now in their 12th year, recognise the best wealth managers and advisers in the private wealth sector
05/10/2017
Wealth management shines for banks in Q1
OCBC's better-than-expected results yet another sign that local banks are riding high on growing wealth in Asia
05/10/2017
Natixis Canada Announces Changes to Ultra High Net Worth Series
The decision to cap these series was made because of the relatively small number of securityholders holding these series.
05/10/2017
ANZ Wealth auction and the $9.5 billion smoking gun
It's a number derived by the actuaries - like so many things in the world of insurance - and, as always, will be taken with a grain of salt.
05/10/2017
RBC Eyes Bigger Cut of $40 Billion in U.S. Investment-Bank Fees
Domestic rivals Bank of Montreal and Toronto-Dominion Bank also are seeking ways to gain more U.S. investment-banking business.
05/10/2017
Old Mutual Wealth acquires £120m financial planning firm
Lingwood set up Maestro back in 1984 and it has grown by acquiring a financial planning business itself.
05/10/2017
Why Aberdeen Asset Management and Standard Life are merging
The merger will create a world-class investment company headquartered in Scotland.
05/10/2017
RBC puts BlackRock-developed robo offering on hold
The firm acquired FutureAdvisor for $152 million in 2015.
05/10/2017
Fiera Capital reports first quarter 2017 results
"The first quarter was also notable for our success in introducing emerging and frontier markets strategies"
05/10/2017
S&W’s Kenny: being the master of your own destiny is crucial
‘Funds under management are now in excess of £18 billion"
05/10/2017
WMA and APFA proposal to create trade association for investment management & financial advice
The combined IMFA membership would represent UK firms offering a range of financial solutions, including investment advice and portfolio management, as well as investment and execution services, financial planning and advice for private clients.
05/10/2017
The Monaco Investment Corporation Founded to Lead Global Sovereign Direct Investment Program
The MIC will initially lead an investment program in financial institutions and natural resources with expansion into other sectors as investment capabilities are acquired.
05/09/2017
Fairstone buys Welsh firm
DHD is an extremely well organised and robust business which also enjoys a strong and loyal client base.