05/19/2014
Wealth management firm acquires mortgage aggregator for $17.6 million
chief executive Tim Brown said that all of Vow's existing staff would be retained and Vow chairman Peter Neustadt said that this was a "welcome strategic move for the Vow business."
05/19/2014
BNY Mellon has partnered with Goldman Sachs Asset Management to expand the range of competitive strategies available to high-net-worth Asian investors on BNY Mellon’s separately managed accounts platform, Spectrum.
05/19/2014
“About 70% of family businesses fail in the second generation,” Deans told the Discovery financial planning summit last week.
05/19/2014
Promotions across Barclays Wealth and Investment Management in the Channel Islands
Barclays Wealth and Investment Management has promoted 12 employees across its Guernsey and Jersey operations in its 2014 promotions round.
05/19/2014
IFG gets off to strong start with trading in line with expectations
Financial services group IFG said it had a good start to the year, with trading in line with expectations as momentum in new business was maintained.
05/19/2014
According to the FCA there is in fact no minimum professional standard for those with CF30s, although this can vary from role to role dependent on the scope of their responsibilities.
05/19/2014
Deutsche Asset & Wealth Management launches new fund
Alternative mutual funds are a critical part of our overall Americas strategy
05/19/2014
Our industry has made great strides in recruiting, retaining, and promoting women
05/19/2014
fortunately, this provides an incomplete view of the needs and desires of wealth management clients,” said Juan Carlos Lopez, Executive Director, Wealth Management at Ernst & Young LLP. “
05/16/2014
A number of staff have also pledged to walk the 62 miles from London to Brighton on 24 May
05/16/2014
Wealth managers strike $624m tie-up deal
Financial adviser IOOF is taking control of a smaller rival in a $624 million deal that will create Australia's third largest wealth manager.
05/16/2014
Asia's Wealth Explosion Draws Private-Banker Swarm
Seeking to Capture the Opportunity, Banks Go on a Hiring Spree
05/16/2014
Private banks pile in as Investcorp appeals on Swiss debut
Bahrain-based alternative asset manager Investcorp made its Swiss franc debut on Thursday afternoon, increasing the size of a five year deal in response to strong demand from retail investors drawn in by a juicy coupon.
05/16/2014
Old Mutual Wealth has more than doubled its net sales to £1.1bn in the first quarter of 2014
05/16/2014
Awards were granted not just to institutions but to individuals who have made particular contributions to an industry that has faced a mass of challenges in recent years.
05/16/2014
Dutch bank ABN Amro Group NV said Friday that first-quarter net profit fell 25% as it set aside more cash to cover bad loans and on costs related to the rescue of a local rival.
05/16/2014
Triple award win for RBC Wealth Management
The award winners were selected by a panel of judges from a list of shortlisted firms who had made submissions highlighting their accomplishments over the previous year.
05/15/2014
Recruiting has Become a Private Equity Game
Over the last 18 months there has been a significant shift in the “process” of recruiting in three different tiers of the world of wealth management.
05/15/2014
Former UBS, Wells Fargo advisers to use Raymond James' platform
The Investment Advisors Division of Raymond James Financial provides custodial and support services
05/15/2014
Julius Baer reports high Asia asset transfer of Merrill Lynch acquisition
Julius Baer also confirmed that it completed the transfer of Merrill Lynch’s IWM business