06/05/2019
Schroders and Lloyds advisory takes on 500 staff
Schroders Personal Wealth chief executive James Rainbow described the move as a "significant milestone" for the business and expressed his "delight" with the progress the firm was making.
06/05/2019
The fund is aiming for a total commitment of €250 million raised by the end of 2019.
06/04/2019
The total assets under management also surged 21 percent year-on-year to more than 11 trillion yuan.
06/04/2019
This transaction is expected to close in the third quarter of 2019, subject to customary closing conditions.
06/04/2019
Another expert who handles the distribution of structured products and bonds as part of a global bank explained some key trends his bank is promoting.
06/04/2019
Increasing UK footprint
06/04/2019
The firm has said it expects about $100 million in expense savings from using a home-grown product to manage its own cash.
06/04/2019
Scroll through to see how clients how clients are saving and investing depending on their assets and at each stage of life.
06/04/2019
Unigestion plans wealth management push following asset gathering
Lloyd Reynolds, head of UK and Ireland at Unigestion, told Investment Week that side of the company is "quite a sizeable business in the UK".
06/04/2019
The three founders are open to other wealth management firms joining Fred Financial Data, according to the statement.
06/04/2019
Wealth management firm buys two NW counterparts
Leicester-based Bankfield and Devon-based SWFP, both specialise in holistic financial planning and wealth management.
06/04/2019
Private bank welcomes 63% income growth during 2018
The capital bank also in April of this year saw shareholders invest a further £9.8m in the business.
06/03/2019
The timing couldn’t have been better, as the newly-minted Chinese High-Net-Worth Individuals (HNWI) began to appreciate the independence of investment advice amidst multiplying products and providers.
06/03/2019
More demand for lifestyle-related private banking services, private wealth solutions being witnessed
06/03/2019
The failed merger talks between Germany’s two biggest lenders prompted speculation of deals with other European banks, including UBS.
06/03/2019
Rothschild & Co currently manages a set of private equity and private debt funds with more than CHF 12 billion in assets.
06/03/2019
Our expert on why banks must help safeguard the future of our planet
06/03/2019
Quilter's acquisition of the Aim listed business is expected to complete during the second quarter of 2019, with the deal voted in by Lighthouse shareholders earlier this month.
05/31/2019
The shares will be purchased in the open market between 03 June 2019 and no later than 30 June 2020
05/31/2019
The advisor must be able to meet those standards if he or she expects to recruit and retain those with lots of assets.