02/21/2019
Financial Planner firm ties up 33rd acquisition
Perspective acquires Wirral-based firm
Wealth and Asset Management
02/21/2019
Manager of £1.5 billion trust buys St James’s Place
It has experienced impressive growth in assets under management in recent years with its network of some 2,500 tied advisers.
02/21/2019
Morgan Stanley Subs Private Wealth Manager in Chicago, Nabs Merrill Beverly Hills Broker
Morgan Stanley also brought a lapsed manager back into the fold on Friday by hiring T. Scott Fleming, to run its Manhattan Beach office south of Los Angeles.
02/21/2019
Rathbones dodges 2018 turmoil with tie-up
Wealth managers have had a difficult period.
02/21/2019
Fund Administrator acquires LRI Group
This deal is the second Salu has completed this year with its partner Apex, with now more than $600bn in assets under administration and over 40 offices around the world.
02/21/2019
Quilter buys national firm with 200 advisers
This acquisition allows us to continue to deliver high quality consistent advice from a trusted brand while also enabling us to build and expand our current services.
02/21/2019
Schroder family patriarch, Bruno Schroder, dies at 86
He joined asset management group’s board in 1963
02/21/2019
GAM expects 'challenging' 2019
GAM is on track to deliver against its group-wide restructuring programme to rebase costs and reduce complexity
02/20/2019
Van Lanschot Kempen sells stake in Dutch intermediary
VLCMP is a Dutch intermediary in the field of risk management, absenteeism, pensions and private insurance, and also provides insurance solutions to Van Lanschot Kempen's private banking clients.
02/20/2019
Butterfield beats estimates with $50.9m profit
Net income for the year ended December 31, 2018
02/20/2019
Weallth Management business raises £2.8M funding
“The goal for Finitor is to continue partnering with independent financial advisory businesses as we develop a national presence.
02/20/2019
Mirabaud launches Uruguay wealth offices
The group plans to hire more relationship managers, which should bring its Montevideo-based staff to six people in 2019, according to the statement.
02/20/2019
HSBC Wealth Arm Posts Loss
Once the largest foreign wealth manager in Switzerland, HSBC has been shrinking in the alpine nation for years.
02/20/2019
DBS Vickers Getting A Makeover
The problem with mobile brokers is: how do you control them and ensure the quality of services?
02/20/2019
Lloyds to launch HNW offering with Schroders
The new company will offer financial planning services to affluent UK customers.
02/20/2019
Barclays feared losing talent to US banks if it took 2008 bailout, court hears
The comments came on the first day of Agius’ evidence as a witness in a case against four former Barclays executives.
02/20/2019
Wealth Management Firm Secures £2.8M for Acquisition
"The goal for Finitor is to continue partnering with independent financial advisory businesses as we develop a national presence."
02/20/2019
Private Banking vs Wealth Management
How much wealth varies from one bank to the next but generally speaking, the benchmark is a six-figure sum in cash or seven-figures in assets.
02/20/2019
New Schroders-Lloyds Financial Planning firm to launch in June
Schroders Personal Wealth will be available to Lloyds Bank Private Banking and Bank of Scotland Private Banking eligible customers from June and then opened to the wider UK market from the fourth quarter of 2019.
02/20/2019
Dynasty Financial Partners Will Move its Headquarters from New York City to St. Petersburg, Florida In Second Quarter 2019
Dynasty Moves Headquarters to St. Petersburg As More Wealth Firms Choose St. Pete /Tampa