08/02/2017
Succession adds £520m FUM through quadruple acquisition
Total consideration of £20.6m
Wealth and Asset Management
08/02/2017
Wealth management company teams up with UK’s NFL home team
The partnership stems from mutual transatlantic business interests and a shared entrepreneurial vision.
08/01/2017
DBS Bank’s four key factors for wealth leadership
As a result, her focus as group head of consumer banking and wealth management at DBS Bank, is on balancing the many initiatives underway to ensure her business is progressing – evenly and consistently – on all fronts.
08/01/2017
Charles Stanley's John Stewart talks wealth management in the South West
Plymouth is my home town so I was very excited when the opportunity to move back home came up via Charles Stanley.
08/01/2017
A Trust For Every Asset
Either through lack of expertise, or fear of duciary liability, many trustees and administrators may not be creating the most eective estate plan when it comes to investable assets.
08/01/2017
Tavistock Investments at an inflection point as it generates operating profits and cash
Strong organic growth complemented Tavistock’s buy and build strategy which saw it acquire Abacus Associates and PB Financial Planning.
08/01/2017
Acquisitive wealth manager takes over two West Midlands firms
The other vendors will retire and their clients will be serviced by existing AFH advisers.
08/01/2017
Wealth Manager Opens in Tokyo
The company has been granted a license to provide alternative investments and asset management services to accredited investors, with operations expected to commence from a Tokyo location during November 2017.
08/01/2017
Ex-Towry five launch wealth boutique
The idea is to have a strong alignment of interest with our clients.
08/01/2017
Wealth management industry reviews compensation (again)
UBS Americas head says cost of hiring too expensive; fees and salaries based around AuM rather than product.
07/31/2017
Crestone is the ‘realisation of a dream’, says CEO Mike Chisholm
Most people don't ever get the opportunity to create something new.
07/31/2017
Swiss Banking's Elusive Golden M&A Deal
What about the few private banks willing to sell?
07/31/2017
HSBC posts 5% rise in half-year profit
The firm also announced a 2 billion US dollar (£1.5 billion) share buy-back as outgoing chairman Douglas Flint pointed to a multitude of factors behind the positive results.
07/31/2017
Swiss banks defy Brexit to recruit in London
UBS has already increased by 10% its staff in this sector in London.
07/31/2017
Schroders completes acquisition of Adveq
Headquartered in Switzerland, Schroder Adveq employs over 100 people around the world.
07/28/2017
Barclays posts £1.4bn loss as Africa sale and PPI weigh
The second quarter saw us complete two critically important planks of our strategy; both of them ahead of schedule
07/28/2017
Notenstein's Russian Vontobel Deal
We're in talks with Vontobel about the sale of the Eastern Europe portfolio.
07/28/2017
Rothschild Poaches for Swiss M&A
Rothschild tops a league table compiled by Dealogic on number of deals advised in Europe in the first two quarters, and is in the top-five of volume of deals.
07/28/2017
UBS second quarter profits boosted by wealth management business
This very strong performance benefited from growth in all revenue lines as well as good cost discipline.
07/28/2017
Bangladesh black money in Swiss banks--a reality check
Switzerland is not the only place where the fugitive money takes wings from our capital-starved country.