03/27/2018
Raymond James Revamps Alex. Brown Manager Ranks
Raymond James spokespeople did not immediately return calls to comment on the changes.
Wealth and Asset Management
03/27/2018
Linda Mack named a Top Woman in Wealth Management
The awards dinner was held at the Mandarin Oriental, New York and was an evening dedicated to showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities.
03/27/2018
Dubai adviser closes wealth management division
A Dubai International Finance Centre based financial adviser is closing its wealth management division.
03/27/2018
Mirabaud assets rise 11%
This compares with a net total of CHF 31.2 billion as at 30 June 2017.
03/27/2018
Momentum Wealth and Provisca part company
Guernsey-based platform Momentum Wealth International is bringing its marketing and distribution back in-house and has ended its contract with Provisca, which had been providing these services.
03/27/2018
Deutsche Bank sells off another private banking business
The leading financial institution in Northwest Spain, with 640 branches and more than 4,600 employees.
03/26/2018
Churchill was right: We make a living by what we get, but we make a life by what we give by Penny Lovell
The poet Philip Larkin put it so beautifully: “The trees are coming into leaf/Like something almost being said.”
03/26/2018
Lady Ballyedmond still tops NI rich list at £1.6bn
She is a director of Norbook Laboratories alongside sons Edward, 38, a former barrister, and James, 37, a doctor and visiting lecturer at Ulster University.
03/26/2018
This 220-Year-Old German Bank’s Considering a Robo-Adviser for Companies
According to the consultant, there are currently around 40 robo companies in Germany.
03/26/2018
IBERIABANK wraps up Gibraltar Private Bank & Trust acquisition for $220m
As part of the deal, Gibraltar Private Bank & Trust president and CEO Angel Medina, Jr. will join IBERIABANK as executive vice president and director of private client services.
03/25/2018
UBS Eyes Small Deals as Ermotti Builds on Bank's Push in Wealth
UBS said to seek purchases of wealth management assets
03/23/2018
Goldman loan program to help LPL advisors tap HNW clients
The firm’s 15,200 advisors will receive no commissions for the Goldman loans, according to LPL.
03/23/2018
Building competency in the wealth management offering
With the industry size growing, the right talent needs to be groomed to be up to the task of managing ever-changing requirements from clients, he stresses.
03/23/2018
Deutsche Bank prices shares of DWS, unit valued at €6.5bn
Offering price for partial float of fund management business is toward lower end of range
03/23/2018
How SJP picks its fund managers
In an exclusive interview with Money Marketing, SJP chief investment officer Chris Ralph reveals how the largest UK wealth manager selects fund managers, how it decides when to replace them, and how it deals with their mistakes.
03/23/2018
Fiera Capital Acquires Leading High-Net-Worth and Institutional Investment Firm
Following completion of the transaction, CGOV partners and key employees will be joining Fiera Capital
03/23/2018
Former Nestlé alt investments chief forms AM firm
Ralet said this team will expand soon with the arrival of a CFO, CIO and a quantitative analyst.
03/23/2018
Four things to remember when selling your business - Coutts
We found that, although much can be done to maximise the chances of a successful business exit, few entrepreneurs took the time to understand what precisely they need to do.
03/22/2018
NZ trade partners’ economies brought into view at Summit
The strengths and vulnerabilities of New Zealand’s main trading partners’ economies have been a key focus at a major investment conference in Auckland today.
03/22/2018
Top 30 Under 30: the 2018 class of new wealth talent
Once again Wealth Manager has selected the rising stars of the UK private client investment management industry.