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Wealth and Asset Management

08/15/2014

Swiss Banker Eyeing Assets of RBS’s Coutts

Seeking to acquire businesses with between 1 billion Swiss francs ($1.1 billion) and 10 billion francs of client assets under management, Syz said.

08/15/2014

Ashcourt Rowan Sipp book sale hot on heels of FCA policy review

Ashcourt Rowan acquired these companies as part of its purchase of Leeds-based UK Wealth Management in May.

08/15/2014

Quilter Cheviot sees Leeds and Newcastle opportunity

We have got genuine scope for expansion in the regions, it’s a core part of what we do.’

08/15/2014

Sheriar Bradbury: Why aren't IFAs heard?

The advice profession needs a strong, unified voice in order to get a 'seat at the top table' of financial services

08/14/2014

Wealth adviser launches with $650M in assets under management

Five former Morgan Stanley financial advisers have formed Encompass Wealth Advisors, a wealth management firm that opens its doors with nearly $650 million in assets under management.

08/14/2014

Swiss Banks Return To The United States

A handful of Swiss banking institutes have started to re-engage with the United States off-shore market entirely within the law

08/14/2014

HSBC joins RBS in £7.1m payout to bosses to dodge bonus cap

British regulators had joined banks in campaigning against the bonus caps – they fear that if British banks cannot pay as much as US and Asian rivals, the best bankers will quit.

08/14/2014

Banque CIC Suisse Sees Buy Opportunity in African Bank Debt

As African Bank Investments Ltd. (ABL)’s bondholders calculate losses after a central-bank rescue of the South African lender that includes a debt write-down, Banque CIC Suisse sees a buying opportunity.

08/14/2014

Partnership turns to Rothschild as annuity sales slump

‘Partnership will benefit from Rothschild's extensive experience of managing this asset class and Rothschild will co-invest alongside Partnership,’ the group told the stockmarket.

08/14/2014

Wealth Management’s Profitless Boom Time by Phil Banas

Wealth management is booming, but business is about growing profits, not just revenues

08/14/2014

Adam & Co to close Manchester office

He also added there are no plans to drop the Adam & Company brand.

08/14/2014

Brewin chair backs business with £29,000 stake

Miller acquired 10,000 shares

08/14/2014

Barings' Duncan Goodwin Exits Precious Metals

Barings recently stated it preferred investment in the equities of resources companies rather than physical commodities. It also altered the benchmark of the fund.

08/14/2014

Just say the name 'Rothschild' and you'll open any conversation up to a world of wealth, power, and dynastic conspiracy theories

How The Rothschilds Created Modern Finance And A Vast Fortune That Has Lasted For Centuries

08/13/2014

Private clients advised to reduce UK and European equities

The Committee’s recommendation is that funds withdrawn from equities are held in cash.

08/13/2014

Northern Trust preps for another 125 years

Northern Trust, marking its 125th anniversary, faces new challenges

08/13/2014

Five wealth managers reveal their top investment trust picks

The buoyant equity market is providing opportunities for realisations from private equity assets

08/13/2014

ABA Launches New Wealth Management and Trust Online Training Courses

Well-trained advisors help elevate team performance and provide future leadership within the bank

08/13/2014

UBS Wealth Americas laying off about 75 broker aides

The layoffs began about a week ago and are ongoing

08/13/2014

Swiss Banks Return To The United States

Switzerland is one of the most successful and stable economies in the world

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