02/07/2015
7IM founder does not want to return to a “large corporation”
Justin Urquhart Stewart, a co-founder of Seven Investment Management, said he would not want to return to the ethic of a large corporation
Wealth and Asset Management
02/07/2015
BBC set to name businessmen who have put their cash in Swiss banks without informing the taxman
The Bank of Tax Cheats will be shown at 8.30pm on Monday.
02/06/2015
Butterfield Group Receives Euromoney Awards
Butterfield Group today announced that it has received awards for Net-Worth-Specific Services for Super Affluent Clients in the Cayman Islands, and for Succession Planning Advice and Trusts in Guernsey in the 2015 Euromoney Private Banking and Wealth Mana
02/06/2015
Manulife merges AM, wealth units in Asia
The insurer's merger of its asset and wealth management divisions in the region is seen as an effort to cut costs and boost efficiency, following similar moves by banks in recent years.
02/06/2015
2 Canadian Banks Looked Into Buying Boston Private Bank
Two of Canada’s biggest banks looked at Boston Private Bank & Trust Co. as a potential acquisition target
02/06/2015
Rochussen: why JO Hambro Capital Management will always be a boutique
Despite running over £16.2 billion in assets, JO Hambro Capital Management remains a boutique in the eyes of chief executive Gavin Rochussen
02/06/2015
Asset management sector well positioned ahead of pension changes
Assets under management in the UK wealth and asset management sectors are expected to rise 6.5% per year between 2015 and 2018
02/06/2015
UK wealth manager explores sale options
One banker suggested the company could be sold for a £50m-£60m price tag, around 10-12 times earnings.
02/06/2015
Panmure upbeat on opportunity for European Wealth Group
Wealth manager European Wealth is building a profitable business with plenty of upside through potential earnings enhancing acquisitions, reckons broker Panmure, which has started covering the shares.
02/06/2015
Asset management sector well positioned ahead of pension changes
Assets under management in the UK wealth and asset management sectors are expected to rise 6.5% per year between 2015 and 2018
02/06/2015
UniCredit Bank is the Best Bank for Private Banking in CEE
UniCredit Bank is the Best Bank for Private Banking in Central and Eastern Europe
02/05/2015
DBS raring to grow after SocGen unit takeover
There are strong rumours that DBS may already be eyeing another acquisition
02/05/2015
Focus Financial Partners Congratulates Joel Isaacson on Receiving the AHRC Business & Philanthropic Leadership Award
Joel was presented with the award at the AHRC’s 35th Annual Thurman Munson Awards Dinner in New York on 3 February
02/05/2015
SocGen to Dismiss 1,180 in Brazil, Take $229 Million Charge
Societe Generale fell as much as 2 percent and was down 1.6 percent at 37.04 euros
02/05/2015
New wealth firm launches in Manchester and London
Lasenby Knox, a new wealth management and financial planning firm, has launched with offices in Manchester and London.
02/05/2015
Banque Heritage says to buy client assets from StanChart Swiss unit
Banque Heritage said on Thursday it will buy client assets from British bank Standard Chartered for an undisclosed price
02/05/2015
Investec Asset Management Extends Relationship with State Street
State Street Corporation has extended its relationship with Investec Asset Management for another seven years to provide full middle office and fund accounting services across the UK, South Africa, Luxembourg and the United States.
02/05/2015
Banque Heritage to buy client assets from Standard Chartered Swiss unit
The move is part of a wave of deals expected from Swiss private banks amid a raft of challenges
02/05/2015
Canada's RBC, CIBC looked at buying Boston Private Bank: WSJ
RBC initially valued Boston Private at $2 billion
02/05/2015
Aberdeen Asset Management sees Emerging Market Flows Dip
Aberdeen Asset Management saw net equity outflows in the three months to the end of 2014 after investors moved money away from emerging markets in December.