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Wealth and Asset Management

04/25/2019

Deutsche launches Institutional Wealth Partners Group to cater to wealthy clients

WP recently further expanded its Europe capabilities by hiring Zurich-based George Varoutsis, formerly in the UHNWI business at Credit Suisse, to help define IWP's client strategy.

04/25/2019

Coutts London Prime Property Index | Q1 2019

London luxury property prices rise slightly in the last quarter but sales hit a six-year low.

04/25/2019

Investec Private Bank to replace SVR on its fixed rate range

The bank currently offers two, three, four, five and 10-year fixed rate mortgage products

04/25/2019

The big calls 8 wealth managers have made this quarter

We recently asked wealth managers where they were finding the best opportunities in the second quarter of 2018.

04/25/2019

Butterfield Bank To Acquire ABN AMRO Limited

“The aggregate purchase price is approximately £161 million in cash [US$208 million], subject to certain purchase price adjustments.

04/24/2019

$10 trillion custodian Northern Trust is exploring shutting off external email for thousands of its employees as it tries to thwart cyber threats

Northern Trust recently added a global head of data privacy to shape these policies.

04/24/2019

Schroders faces investor backlash over family appointment

Glass Lewis also told investors to block the re-election of Michael Dobson as chair, who with responsibility for the board make-up, 'should be held accountable for this failure'.

04/24/2019

Morgan Stanley Shakes Up Wealth Unit, Shifting O'Connor to Banks

Shelley O’Connor to focus full-time on running two bank units

04/24/2019

Credit Suisse Ends String of Losses in Trading

Main trading unit posts bigger-than-expected profit in quarter

04/24/2019

Van Lanschot Kempen trading update: first quarter 2019

In January, Asset Management started marketing its Global Listed Infrastructure Fund and European Private Equity Fund.

04/24/2019

UBS and Deutsche Bank in 'serious' talks over asset management merger - reports

The deal would see the bank remain its top shareholder, but its share of the pie would be diluted.

04/23/2019

Wealth in Canada: Sizing the Market Opportunity 2019

Analyzes which asset classes are favored by Canadian investors and how their preferences impact the growth of the total savings and investments market

04/23/2019

Barclays Wealth selection head on travel, Buffett, and asking great questions

Improving people’s wealth and delivering good outcomes for clients, particularly when I can do that in an innovative way.

04/23/2019

Elizabeth Warren wants to use her wealth tax to wipe out Americans’ college debt and pay for tuition

She says her proposal would benefit 95% of the 45 million Americans carrying student debt and wipe it out for 75% of them.

04/23/2019

Sanlam UK signs discretionary funds management agreement with VAM

Each of the three VAM discretionary funds is designed to suit a specific investor preference and risk profile.

04/23/2019

Credit Suisse Looks Into the Future

Supertrends are investment themes that link major secular developments such as political changes in the West

04/23/2019

Two Sanctuary Wealth Partners Advisers Named To Financial Times 400 Top Advisers List

This is the fourth consecutive year that brothers Chris Cooke and Brian Cooke have been named to this select list.

04/23/2019

Transaction in Own Shares

Following the transfer of these shares, the Company holds 716,695

04/18/2019

Morgan Stanley wealth assets rise 4%, open to acquisitions

The firm's 15,708 advisor headcount was almost flat from the previous year, reflecting Morgan Stanley's plan to focus on organic growth rather than recruitment to grow its wealth business.

04/18/2019

Botswana's Blue Diamond Set to Challenge Its Most Famous Rival

Okavango Blue graded higher than Hope Diamond for purity

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