07/07/2017
Ex-Coutts and Barclays pair launch new firm
There is little information currently available on CubicStone, however it will focus on providing wealth management services and specialised finance for individuals and companies.
Wealth and Asset Management
07/06/2017
Liontrust reports drop in quarterly net flows, addresses FCA asset management report
Liontrust said it is in a strong position to a co-operate with the FCA's calls to cut costs and increase transparency in the £7trn investment sector
07/06/2017
Unigestion wins Boutique Asset Manager of the Year
The judges selected Unigestion based on a number of developments at the firm over the past year.
07/06/2017
Capita Asset Services to be acquired by Australian listed financial services provider
Capita Asset Services has operated in Jersey for more than 60 years, employing over 200 people from its offices in Castle Street.
07/06/2017
Are Rothschild’s new MDs the most fortunate people in finance?
Becoming an MD or partner at Rothschild is a big deal
07/06/2017
How Bento is democratising wealth management
Bento uses algorithms to test-out strategies for clients
07/06/2017
Wealth managers on course to extend winning run after solid H1
June proved a more challenging month for investors across all currencies and risk ranges
07/06/2017
95% of Deutsche Bank Wealth Management strategies generated positive absolute returns in first half
We are proud that we have the ability to tailor our strategies to our clients’ needs
07/06/2017
Profile: Coutts' wealth boss on her plans to double assets
For Stowell, a key part of meeting client needs is having a strong wealth management proposition.
07/05/2017
Singapore’s APS Asset Management inks deal with Rothschild Asset Management
This alliance also involves general marketing which Rothschild Asset Management will extend to APS in the US. In Asia, APS will extend similar support to Rothschild Asset Management.
07/05/2017
Frogs to princes: Arbuthnot Latham’s strategy for growth
We are increasingly hiring bankers who are not London-based.
07/05/2017
Three Left to Fight For ANZ Wealth
The units up for sale include ANZ's life insurance operations and funds management arm.
07/05/2017
Coutts Reignites Partnership with Coram
Coutts staff have chosen Coram, the UK’s oldest children’s charity as their new partner.
07/05/2017
Walking Asian families along the wealth path
Riches are still predominantly owned by the first generation
07/05/2017
ANZ Narrows Bidders in $3 Billion Sale of Wealth Business
Australian lender to pick partner by end of 2017, CEO says
07/05/2017
Wealth management firm set to break through £50m barrier
The Mattioli Woods Structured Products Fund was launched in November 2016
07/05/2017
Canaccord Genuity beefs up in wealth management
With a history that dates back to 1897, the firm has maintained an unwavering commitment to offering the highest standard of investment management and advice centred on the principles of accessibility, technical excellence and integrity
07/05/2017
Stanbic IBTC Bank Unveils Private Banking Service
It explained that the service leverages on both the Stanbic Group and Standard Bank end to end financial services as well as over 154 years’ experience across Africa.
07/05/2017
Deutsche Bank CEO says has no plans step down: Die Zeit
Cryan, who is British, also called for a quick end to a pay dispute between the supervisory board and former top executives.
07/05/2017
Unigestion closes fund at 255 mln euros
Switzerland and London-based investment house Unigestion has closed its direct opportunities 2015 fund at 255 million euros. The limited partners of Unigestion Direct Opportunities 2015 include insurers, pension funds, banks and family offices from the UK