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Wealth and Asset Management

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

10/07/2016

You need a wealth manager to avoid riches to rags path

We have heard stories about people who work hard for a better living and then years down the line cannot get anyone to believe that they were once swimming in riches.

10/07/2016

European Wealth acquires £120m Towry client book

The £1 million consideration will be paid in instalments.

10/07/2016

Neptune partners with Raymond James to launch wealth arm

Neptune said Equester Capital Management will be a branch of Raymond James

10/07/2016

CDH Adds Wealth Management Practice

CDH Wealth Management continues our strategy of diversifying what we are able to offer.

10/07/2016

Credit Suisse's new Swiss bank to go live on November 21

He also wants to cut costs by at least 4.3 billion francs by the end of 2018.

10/07/2016

OMGI replaces Rogge on bond fund; management brought in-house

Follows sale of Rogge to Allianz GI

10/06/2016

Barclays Private Bankers Defect Before OCBC Acquisition

More than 10 wealth managers leave for Standard Chartered

10/06/2016

Swiss private bank Falcon says not for sale

The report cited Geneva-based Banque Heritage as a possible buyer. Falcon said it had never held talks with Heritage over a possible sale.

10/06/2016

Raymond James completes takeover of Deutsche Bank's US Wealth arm

The newly rebranded entity will continue to have a strong relationship with its former owner Deutsche Bank.

10/06/2016

Gold in the Alps: Billionaires Store Wealth in Ex-Swiss Army Bunkers

Many rich people have started considering alternative ways of storing their wealth

10/06/2016

The Key to Wealth Management Success: A Smarter Type of Growth

Success is about smart growth

10/06/2016

Standard Life Investments Extends Ryder Cup Deal to Paris 2018

Standard Life Investments, confirmed that it has extended its ground-breaking sponsorship of The Ryder Cup to include the 2018 contest, which will be played at Le Golf National, Paris, France, from September 28-30 2018.

10/06/2016

Major acquisition of Barclays UK trust business unit announced

Opens up new business lines and increases size of the company by 25%

10/06/2016

Qatari buys Banif to set up private banking

That was how Malta came into the equation.

10/06/2016

SJP arm upholds 96% of complaints

SJP Investment Administration has the highest uphold rate for complaints of any company listed in the FCA’s data

10/06/2016

Edmond de Rothschild manager puts half of fund in low-rated debt

The main contributor last year was to avoid the correct situations and to avoid the defaults.

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