12/17/2019
Fairstone swallows North East IFA firm Chilli
Expanding Chartered Financial Planner firm Fairstone has acquired nearby North East wealth manager Chilli Financial.
Wealth and Asset Management
12/16/2019
Julius Baer to Wield Axe
The exercise represents CEO Philipp Rickenbacher’s first major imprint on Julius Baer’s strategy since taking the helm three months ago.
12/16/2019
SJP defends charging structure to clients
St James's Place has defended its charging structure after a year at the receiving-end of media and industry scrutiny.
12/16/2019
Santander launches premium-priced MPS for private banking clients
Santander UK has launched a model portfolio service (MPS) for private banking clients with fees ranging from 1.5% - 1.95%
12/15/2019
The private members' club hidden behind a secret door in Cardiff city centre
Hundreds walk past the door on Wharton Street every day perhaps without noticing it is even there.
12/15/2019
EFG International dismisses takeover reports
No transaction discussions are taking place between EFG Bank European Financial Group and Julius Baer.
12/15/2019
Quilter rejects vast majority of adviser deals
The acquisitions director said before entering into the sales process businesses owners should be clear on what they need to achieve from a transaction and "clearly articulate" it to the buyer.
12/13/2019
RBC Reviews Asia Wealth Business For Possible Sale -Sources
The RBC review was prompted because the bank‘s global head of wealth management feels the Asian business, with less than $10 billion in assets, lacks the scale to generate adequate profit, the people added.
12/13/2019
Top 100 Registered Investment Advisors (RIAs) Of 2019 By Assets
The ranking is based on both size and growth in assets.
12/13/2019
Remembering the Asset Management Market Study
All firms, not just AFMs, should consider whether any of the FCA’s remedies could be useful to their business
12/13/2019
UBS: Where the Money Flows Freely
Reaching the milestone comes as a major success for UBS, which pledged to support the UN development targets and also gathers money through the sale of dedicated armbands to this end.
12/13/2019
Gloucestershire wealth management specialists purchases Scottish financial advice firm
There will be no changes to business operations at PSL as a result of the acquisition and this closer alignment of the businesses gives even greater clarity for clients on their overall financial affairs
12/12/2019
Wealth-X Expands Global Dataset Across Europe
Global Leader in Wealth Intelligence Adds 130,000 Additional European Records
12/12/2019
Wealth manager launches new platform
This brings a new digital capability allowing investors nationally to manage their investments online including making trades or topping up their investments.
12/12/2019
J.P. Morgan Reorganizes U.S. Wealth Unit
The goal of the reorganization is to increase the banking goliath’s paltry share of the global wealth market through more focused management oversight.
12/12/2019
Credit Suisse cuts targets after investment banking loss
Swiss lender readies cost reductions as environment deteriorates
12/12/2019
Brewin builds family law team with qualification launch
Brewin Dolphin has launched a family law qualification for its advisers. The wealth firm has already put 70 staff through the course.
12/12/2019
Key trends expected in the wealth management and private banking space in 2020 - RBC
Another trend concerns the fact that life expectancy continues to increase, and families will find three and, in some instances, even four generations of family members alive at the same time
12/11/2019
The Banking Barometer 2019: UBS
With one fell sweep, the bank had reiterated its position as the industry leader, while managing to appear both humble and light-footed.
12/11/2019
ANZ Private hands out $3.5b mandate
Utilising their global reach and capability DWS will provide ANZ Private and our clients with access to key investment insights and expert personnel."