10/05/2017
Aviva acquires majority stake in Welsh investment firm Wealthify
The Insurance giant has agreed deal to buy into the 'robo' investment service
Wealth and Asset Management
10/05/2017
How is Switzerland capturing China’s global wealth flows?
The key, it seems, is two-fold: first, understand the drivers of this push for globalisation; and secondly, be able to source and deliver the assets, solutions and service needed to fulfill the various goals.
10/05/2017
UBS Promises U.S. Brokers No Payout Change
The most carefully watched metric at most firms is the compensation grid.
10/05/2017
Old Mutual may sell China, Latam businesses in break-up
The $13 billion FTSE 100 company, which also has a Johannesburg listing, has said it will list UK wealth manager Old Mutual Wealth in London and Johannesburg by the end of 2018.
10/04/2017
Boutique wealth firm acquires second advice business this year
Progeny Group, a boutique headquartered in Leeds, has acquired Chestergate Financial Planning, for an undisclosed sum. This is the second acquisition the firm has made in 2017. The company, which also has an office in London purchased Quadrant in March
10/04/2017
BT restructures advice and wealth business
The new structure will split client-facing advice businesses out into the newly created advice and private wealth division.
10/04/2017
Wadhawan forays into wealth management
The new venture will offer investment solutions to both wealthy and retail customers.
10/04/2017
Wealth manager reveals the key to 300% profit boost
From just three advisers earlier this year, Flying Colours Wealth now has 25 and expects to have 500 advisers on its books by 2022.
10/04/2017
Ex-Morgan Stanley exec in wealth management venture
Firm to Focus on Wealth Management, Asset Management and Strategic Advisory
10/03/2017
Estera launches in Luxembourg
It is important that we align ourselves with the Estera brand and values.
10/03/2017
J. Safra Sarasin Pounces Again
It gave no purchase price for the deal, which it said was set to wrap up in the first half of 2018 pending regulatory approval.
10/03/2017
Axel Weber: UBS Wants More Women and Asians on Board
The UBS chairman told the journalists We need to be well connected to markets and key decision makers in Singapore, Hong Kong and mainland China.
10/03/2017
UBS France's new wealth management arm La Maison looks to hire staff
The new division was formally launched on Tuesday.
10/03/2017
Harrods Bank customers - what will happen when it's acquired by Tandem Bank?
The deal will boost app-based bank Tandem's capital, a condition of its approval by the Bank of England.
10/03/2017
Guardian Wealth enters US market
Guardian Wealth Management has launched its first office in the United States
10/03/2017
Rethinking the wealth management model of tomorrow
Are most wealth managers really adding value anymore to clients?
10/03/2017
The Winner Take Most In The Wealth Management Industry
The complication is that the great majority of wealth managers and other professionals are not using behavioral best practices like street-smart networking.
10/02/2017
Macquarie sets sights on CFSGAM acquisition
Many analysts say the platform would be a positive acquisition for Macquarie, which already controls $481bn worth of assets, including prized infrastructure around the world.
10/02/2017
AFH snaps up wealth management counterpart
This thirteenth purchase of an IFA businesses during the current financial year demonstrates the continued high level of activity that we are seeing in the market.
10/02/2017
Helping financial institutions become future-ready
UBS Singapore has enjoyed a close and collaborative relationship with IBF.