12/04/2017
Fairstone Buy Brings £160m Into Business
Fairstone Has Bought A Glasgow
Wealth and Asset Management
12/04/2017
Brown Shipley Acquire and Integrate London branch of IdB
Most recently, Brown Shipley acquired The Roberts Partnership, a Manchester-based financial planning and wealth management company
12/04/2017
Morgan Stanley Wealth Management launches online platform
Launch of online investing platform is part of Morgan Stanley’s enhanced offering of digital tools to help investors meet financial goals
12/03/2017
UBS to give personalised advice with robo-service
UBS has historically never accepted clients with wealth of less than £2 million.
12/01/2017
Wealth management sector’s complacency about its apps
Many banks still fail to offer their clients a valuable and personalised digital journey
12/01/2017
EFG – Swiss By Origin, Global By Design
EFG + BSI = An Ideal Formula
12/01/2017
Bank of the West Named Best Private Bank in the Western United State
The Group takes care to address the ever-growing client interest in philanthropic investing and charitable giving options in addition to traditional wealth management products and services.
12/01/2017
T. Boone Pickens Lists Longtime Texas Ranch For $250 Million
The Energy Tycoon Created A Retreat In The Texas Panhandle With Its Own Airport
12/01/2017
Italy’s Mediobanca launches private bank in asset management push
It underlines the efforts of Mediobanca, under chief executive Alberto Nagel, to pivot away from its postwar role as a powerbroker of Italian finance at the centre of a web of cross shareholdings.
12/01/2017
Wealth Management Boss Arrested After Financial Authority Probe
Community’s Well Known Financial Adviser Freddy David Under Investigation, Days After Stepping Aside From HBFS
11/30/2017
Credit Suisse Targets 50% Payout Plan as Turnaround Quickens
Bank to boost returns via share buybacks or special dividends
11/30/2017
HSBC: Preserving 150 years of corporate brand identity
HSBC is one of the largest financial services organisations in the world.
11/30/2017
Credit Suisse To Beat Its 2017 Cost Base Target; Announces 2019-2020 Objectives
Credit Suisse said it is confident that it can complete the wind-down of the non-core unit, the Strategic Resolution Unit, and reach targeted adjusted pre-tax loss of approximately 1.4 billion francs in 2018.
11/30/2017
Credit Suisse gives impact investing its Drew
Drew’s role is to look across asset management, the markets business and private banking
11/30/2017
UBS chief clashes with regulator over banker pay
Sergio Ermotti also defended the bank's performance in a struggling global economy
11/30/2017
Premier sees assets jump
The company said its AUM has expanded further since compiling its published update, to £6.3bn as at 28 November 2017.
11/29/2017
Private banking disrupts Italy’s wealth management market
As supply and demand models change in Italy’s dynamic wealth management industry, private banking is emerging as a key disruptor
11/29/2017
NAB Restructures Wealth Unit
In June this year NAB sold off its National Australia Trustee business to financial services firm IOOF Holdings.
11/29/2017
MiFID II challenges for Wealth Managers
Firms without European union based branches are affected.
11/29/2017
Regional Powerhouses: Where In The UK Is Wealth Flourishing?
Where In The UK Are Start-Ups Able To Flourish?