09/04/2015
How wealth managers fared in the August mayhem
The meltdown was sparked after Chinese policymakers stunned the world in August
Wealth and Asset Management
09/04/2015
Aberdeen acquires Parmenion
Parmenion is currently owned by a combination of partners in a limited liability partnership.
09/04/2015
Kleinwort Benson set for bid battle as it courts 'white knight'
Fosun has been building a stake in the firm’s Belgian parent BHF Kleinwort Benson for some time.
09/04/2015
Vontobel acquires Zurich private bank
To drive forward the expansion of the business with Italian private clients
09/04/2015
Shortlist for PBI global banking awards announced
In total, 30 award titles across four award categories were drawn up by the PBI judging panel.
09/04/2015
Mikhail Prokhorov close to deal to buy rest of Nets, Barclays Center
Mikhail Prokhorov could soon become the sole owner of the franchise and the arena.
09/04/2015
Two-thirds of wealth managers have £500,000 minimum - survey
Two-thirds of wealth managers only accept clients with at least £500,000 to invest, a report by findaWEALTHMANAGER.com has revealed.
09/04/2015
Small is beautiful: wealth firms still see value in less rich
It also says that 26% of wealth managers work with clients with £100,000 of investable assets while a tenth will work with £50,000.
09/03/2015
Stonehage Fleming Family & Partners takes on Montfort Communications after five-way pitch
Stonehage Fleming Family & Partners, the newly merged group offering wealth management and other support to wealthy families, has appointed Montfort Communications as its comms adviser.
09/03/2015
Elian agrees terms to buy SFM Europe
Announcing the deal today, Elian’s CEO, Paul Willing, said SFM Europe was an outstanding strategic fit for Elian.
09/03/2015
St James’s Place boosts number of advisers in Asia and eyes UAE
St James’s Place Asia, the re-branded The Henley Group, has seen 40% growth in the number of partners and advisers based at its three offices in the region.
09/03/2015
Barclays sells Portuguese wealth business
Barclays will continue to operate Barclaycard, investment banking and multinational corporate banking in Portugal.
09/03/2015
Can Private Wealth Plug the Infrastructure Fundraising Gap?
These funds and also private banks themselves have pooled hundreds of millions of pounds from the ultra wealthy
09/02/2015
Global Asset Manager Launches New Ad Campaign
Today, the world of investing is too often viewed through a short-term lens using fear, fantasy lifestyle or pure product performance attributes to connect with investors," said Willis.
09/02/2015
Completion of FLAG Acquisition Establishes Aberdeen's Investment Capabilities in Global Alternatives
The combined team now has around 50 such professionals in the US, Europe and Asia.
09/02/2015
KPMG opens a Mayfair members' club to entertain clients
Accountancy firm's clients don't always want to travel to Canary Wharf
09/02/2015
Tavistock boss: We want to be 'more modern' SJP
Tavistock chief executive Brian Raven wants the consolidator to be a ‘more modern version’ of restricted national advice firm St James’s Place (SJP)
09/02/2015
India's local wealth managers push to grow as foreign rivals struggle
Local wealth managers plan to hire staff, open more branches
09/02/2015
Bankinter Acquires The Retail Business Of Barclays In Portugal
This takeover constitutes a remarkable boost to the growth strategy of the bank and to the consolidation of Bankinter as a bank with a European vocation and reach.
09/02/2015
Kleinwort Benson turns to Oddo for counter bid to fend off Fosun
The Belgian owner of Kleinwort Benson is seeking to repel a hostile €675m bid from Fosun