05/09/2017
UBS FAs Score First Access to BlackRock Platform
BlackRock and UBS didn’t disclose the financial terms of the deal in the press release.
Wealth and Asset Management
05/09/2017
Old Mutual to scale back its global footprint
Old Mutual is set to boost the existing executive team with a few high profile appointments as it returns back to home base with a new strategy.
05/09/2017
Tideline Deepens Impact Investing Expertise with Strategic Hire
Amy Bell joins impact investing strategy consultancy as Senior Director
05/08/2017
Standard Chartered Inks Zurich Deal
We are pleased to partner with Zurich to introduce best-in-class insurance solutions for our clients across the network in the Middle East.
05/08/2017
EFG: Skirmish in Italy
The bank rebranded itself following the deal, doing away with the BSI brand, a 144-year-old Swiss bank which was disgraced by its deep involvement in the 1MDB scandal.
05/08/2017
Why portfolios are paramount for good advice
But wealth managers and investment advisers must not lose sight of investment returns on the portfolio overall.
05/08/2017
Wealth and business service firm eyes £1bn London float
It offers a number of services.
05/08/2017
UBS in Asian Asset Breakthrough
Asia is without doubt one of the most important sources of new business opportunities for UBS.
05/08/2017
HSBC PB strikes strategic deal with 25 fund firms
It has sought out companies covering a diverse range of asset classes, geographies and styles.
05/08/2017
Philanthropy: The mainstreaming of impact investing
New marketplace for impact investments; industry in need of institutional clout.
05/07/2017
'Nobody picks on a strong man' – Charles Atlas
He now stands on the verge of becoming one of the most significant sportsmen of his generation.
05/07/2017
GAM plans to leave London’s upmarket St James’s
Area has become too expensive for Swiss asset manager under pressure to cut costs
05/07/2017
Women Play Critical Role in Managing Family Wealth
High-net-worth women increasingly are in charge of family finances.
05/07/2017
How to Get a Straight Answer About Adviser Fees
If you get a complicated explanation of how much you’re being charged on your investment account, it’s time to walk away, experts say
05/05/2017
Dutch trust company operator TMF again eying IPO
The company issued a similar statement in 2016 naming Goldman Sachs as adviser, but an IPO never materialised.
05/05/2017
Estera marketing team shortlisted for prestigious awards
The Citywealth Brand Management & Reputation Awards are due to be held in London on 15 June.
05/05/2017
Nordea Private Bank Shutters Zurich Office
The reasons for the closure are rising regulatory and IT costs in Zurich
05/05/2017
J.P. Morgan Renew Major Sponsorship At Lord's
J.P. Morgan has an option to renew further upon Lord’s being allocated matches in future years
05/05/2017
Close Brothers merchant bankers has acquired a legal loans provider
Close Brothers itself has been operating since the 1870s when it was setup by William Brooks Close to provide farm mortgages to Iowa farms as well as financing Alaska’s first railway line.
05/05/2017
Intesa Sanpaolo Profit Rises as Wealth-Management Fees Climb -- Update
The bank's shares rose 2.8% to EUR2.84 in afternoon trading.