03/05/2014
More deals set for Old Mutual and Intrinsic
Old Mutual Wealth and Intrinsic are planning further acquisitions following last week’s deal which saw 3,000 advisers become part of the investment firm.
03/05/2014
Private bank Scoban will embark on a £40 million capital raising after receiving confirmation that it is set to receive its banking licence from the PRA.
03/05/2014
In this awards season, Handler Thayer, LLP has also been chosen for the second consecutive year as the Large Tier winner of the 2014 Corporate International Magazine Global Award, "Estate Law - Law Firm of the Year in Illinois."
03/04/2014
Harris Associates is pleased to announce that it was recognized as the Best Private Wealth Manager for Performance for firms with over $5 billion in assets by the publication Private Asset Management
03/04/2014
“At Morgan Stanley Wealth Management, we are fortunate to have many highly accomplished women professionals working as financial advisors and in other key roles.
03/04/2014
The emerging business model may be one that includes a partnership between robo-advisers and regular investment practitioners
03/04/2014
St James's Place poised
St James’s Place is most likely candidate for inclusion in London’s benchmark index when the latest reshuffle is announced after the close of trade on Wednesday
03/04/2014
GAM Holding AG, the Swiss money manager that split from Julius Baer Group Ltd., reported a more than doubling in full-year profit, proposed a higher dividend and said it’s planning a new share buyback program.
03/04/2014
Close Brothers Asset Management is in the process of launching a host of initiatives which the firm said would help wealth managers communicate key issues to clients and prospects.
03/04/2014
Canadian financial services provider Bank of Nova Scotia or Scotiabank Tuesday reported increased profit for the first quarter, supported by the Canadian Banking and wealth management businesses, even as provision for bad loans increased.
03/04/2014
Legg Mason, Inc. today announced a definitive agreement to acquire QS Investors, a leading customized solutions and global quantitative equities provider based in New York
03/03/2014
Ireland’s leading independent investment management firm up for sale with €10m price tag
It was further suggested that wealth manager Brewin Dolphin may also bid.
03/03/2014
The rout in China developers that sent valuations to record lows is spurring UBS Wealth Management and Templeton Emerging Markets Group to say it's time to buy.
03/03/2014
Nedbank sees opportunities in inclusive private banking
If you thought private banking is meant only for those who have a few of millions of dollars to spare, it is time you got familiar with Nedbank Private Wealth
03/03/2014
Julius Baer CEO's 2013 Pay Lowered
Swiss Bank Chief's Pay Cut Follows Rebuke from Shareholders
03/03/2014
Regional Stars Awards are voted for by hundreds of financial advisers across the UK
03/03/2014
Rich Asians are lagging their counterparts in Europe when it comes to investing in real estate despite the fondness of owning land that exists in Asian cultures
03/03/2014
The recent local currency turmoil in many emerging markets has led to renewed interest among wealthy families in socking away assets in another country.
03/03/2014
'We want to acknowledge excellence and outstanding work and celebrate professional achievement.
03/03/2014
"We've earned a strong reputation as a dynamic team of experienced and tenured advisors who serve as our clients' trusted partners. This award validates that we are hitting the mark."