12/09/2015
Wells Fargo Targeting Wealth Management Clients At Other Firms
Wells Fargo reached an agreement in October with Credit Suisse Group AG to get the inside track on recruiting the Zurich-based company’s private-bank employees.
12/09/2015
AFH raises £6.5m to back IFA acquisitions
It is proposed that the net proceeds of the fundraising will be applied to the purchase of further IFAs and the working capital requirements of the enlarged organisation.
12/09/2015
Using digital marketing to build client trust in wealth management
So how best can wealth and asset management firms work to keep the trust they’ve initially built?
12/09/2015
Sanlam announces new management structure for UK business
From that date all Sanlam businesses in the UK will, for the first time, fall under the responsibility and management remit of a single corporate entity, forming a UK group with combined assets under management and influence of nearly £9 billion.
12/09/2015
South Africans move assets abroad at record pace
Rand weakness and pessimism over economic environment push move to overseas.
12/09/2015
Crestone secures commercial partners ahead of April start date
The soon-to-be independent firm confirmed that it will turn to CBA for services including transactional banking and foreign currency trade execution.
12/08/2015
Morgan Stanley to capture Asian wealth from Singapore hub
Asian corporates are expected to demand investment banking services over the long term amid expansion overseas
12/08/2015
Credit Suisse chief John Knox points to further investment after hires
Credit Suisse on Tuesday announced internally that UBS co-head of equity capital markets Mr Cox will join its ranks next year.
12/08/2015
Brooks Macdonald has announced a move into Portugal with a deal making its discretionary investment services available through Generali PanEurope’s Private Wealth Portfolio (PWP).
12/08/2015
He added: “This proposition further enhances our strong footprint in the region as we continue to build on Barclays’ core strengths in Wealth and Investment Management as well as Corporate and Investment Banking.”
12/08/2015
Jersey bet its future on finance but since 2007 it has fallen on hard times and is heading for bankruptcy. Is the island’s perilous present Britain’s bleak future?
12/08/2015
High-flying bankers have seen their wages double since a new EU bonus cap was introduced in a seemingly futile attempt to tackle excessive pay, according to the Bank of England.
12/07/2015
James Gorman was looking to the future as well when he spearheaded Morgan Stanley’s acquisition
12/07/2015
Brompton Asset Management spent more on staff and brought in more client money
12/07/2015
Palamon is said to have hired Evercore to find a suitable buyer, with bids due in before Christmas.
12/07/2015
Elian has formally completed its acquisition of SFM Europe
Elian’s completion of SFM Europe acquisition significantly boosts international finance capabilities
12/07/2015
Wealth management firms face an ongoing challenge in terms of risk and security but technology remains a key opportunity for competitive advantage re client experience and operational benefits.
12/07/2015
Olayan owns 4.95 percent of Credit Suisse, the second-biggest Swiss bank.
12/07/2015
Swiss private bank ponders hit list of Chinese tech company targets
The chief executive told the Financial Times he had drawn up a list of targets among Chinese financial technology companies.
12/07/2015
The Charity Symposium, aimed at charity trustees and their advisers, takes ‘Legacy: securing the future’ as its central theme.