10/03/2018
Schroders to take lion's share of Scottish Widows portfolio
But for the UK asset manager there was always a question mark whether it was worth taking the whole portfolio, someone close to the negotiation told Insurance Asset Risk.
Wealth and Asset Management
10/03/2018
Lifting the lid on private banks' profitability
While last year may have been a record one for private banks, a report from McKinsey suggests this sector of the wealth market has plenty to fret about.
10/02/2018
China’s Family Inheritance Report Released, Golden Age for Family Wealth Inheritance
Chinese high net-worth individuals no longer consider whether or not they should plan for inheritance.
10/02/2018
HFMC Wealth acquires Generic Financial Management for £3m
Will help cope with ever-increasing regulatory burden
10/02/2018
Smith & Williamson merges with Irish rival
Deal is expected to increase turnover to more than €15m a year in the Republic
10/02/2018
Nicola Wealth Management Launches Infrastructure and Renewable Resource Fund
Nicola Wealth diversifies its offerings to include farmland, global infrastructure and other real assets
10/02/2018
Remodelling Singapore’s wealth management industry
In the race to deliver total financial solutions and advice to clients digitally, private banks will do well to manage digital transformation as a strategic risk
10/02/2018
US boutique family office breaks into London
As a result, single family office strategies are becoming excessively costly, inefficient and incapable of scaling for all but a few of the world’s wealthiest families.
10/02/2018
UK-based wealth manager selects Cybereason
"Cybereason is the only company that doesn't repurpose off-the-shelf-database technologies and generic machine learning algorithms."
10/02/2018
Andbank to close Bahamas private banking outpost
Andbank stated said the senior relationship managers and the portfolio manager of the Bahamas branch would continue working within the group.
10/02/2018
London-based investment firm becomes member of the Malta Stock Exchange
We already provide our international clients with UK investor visa solutions and plan to offer them a similar service for Malta.
10/01/2018
Macquarie Private Wealth sheds retail futures arm
Macquarie's private wealth division has proven to be a challenge for the company over the past five years.
10/01/2018
Private Banks: Where's the Loyalty?
And how do the banks perform in these areas?
10/01/2018
KW Wealth makes first acquisition since rebrand
Following the acquisition, Kingswood Holdings would have over £2.0bn of assets under advice, 20 financial advisors and more than 4,000 active clients.
10/01/2018
History-Making Deal for Acquisitive Listed Firm
For the 12-month period ended 31 March 2018, the combined businesses reported combined revenues of £3.8m and pre-tax profits of £180,000.
10/01/2018
Swiss Private Banks Urged to Partner in a `Complex' World
Swiss banking association chief spoke in a Singapore interview
10/01/2018
Hawksford opens in London following acquisition of corporate services provider
The deal comes just four months after Hawksford acquired Asian-based corporate services provider People & Projects.
10/01/2018
Brexit: What’s the Coutts investment view?
Even without Brexit on the horizon, we constantly monitor markets and our portfolios, and always stand ready to make changes if we see significant shifts.
10/01/2018
Rebranded wealth manager swallows IFA firm
Combined group will have more than £2bn in AUA
10/01/2018
Delaware Expands Investment Options for Trust Fiduciaries
The beneficiaries’ personal values may now be considered, which opens up investment opportunities.