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Wealth and Asset Management

04/29/2019

Leading wealth management firm expands with IFA acquisition

The acquisition is expected to complete, subject to standard conditions being met, in the summer of 2019.

04/29/2019

The War on Wealth: Inside the latest edition of Spear’s

Hers is one of the most important interviews conducted in the history of Spear’s and is absolutely essential reading.

04/29/2019

Wells Fargo Taps Spencer Stuart to Find CEO

The bank’s general counsel, C. Allen Parker, will serve as interim CEO while Spencer Stuart conducts the search.

04/28/2019

The shock wave reaches the shore by Tim Price

The allure of Asia as an investment destination has not dimmed during the past half century.

04/28/2019

Barclays’ investment bankers have fallen out of the Premier League

In 2009, Bob Diamond and BarCap were the financial sector’s Man Utd. Now investors want the unit brought to heel

04/28/2019

Jet-set private school chain Inspired Education appoints Rothschild to sell stake

It is understood the company’s underlying earnings are in excess of £115m.

04/26/2019

Deutsche Bank: Profit up on cost cuts, revenue off

Our continued cost discipline helped us to offset lower revenues and we are well on track to meet our 2019 cost target of 21.8 billion euros.

04/26/2019

Wealth Management Drives Ameriprise Financial in Q1

More than half of Ameriprise Financial’s pretax adjusted operating earnings came from its Advice and Wealth Management unit.

04/26/2019

ZEDRA Sets Sights on Asia as Market Dynamics and Client Needs Both Evolve

Deconinck explains ZEDRA’s expansion plans for Asia, why the firm’s suite of services is ideally suited for the world he sees ahead and why he is passionate about causes from helping young musicians to promoting human rights.

04/26/2019

Deutsche Bank Is Fined $500,000 by SEC Over Hedge Fund Disclosures

Bank didn’t reveal it only evaluated funds that shared fees

04/26/2019

Stats the way I like it by Joe Moynihan, CEO, Jersey Finance

It’s also the same year the Foot Review was published, which pointed to the high standards Jersey holds itself to and made clear its positive contribution to the UK economy.

04/26/2019

Coutts and Adam & Co Q1 2019 Results

We continue to see the benefits from these changes

04/26/2019

UBS Americas’ New Client Money, Advisor Count Slip in ‘Challenging’ First Quarter

Profit at Wealth Americas fell 17% from the year-earlier first quarter to $333 million, but remained UBS’s most profitable geographic wealth unit.

04/26/2019

Gresham House battery trust seeks £75m in second fund raising

The company plans pay an interim divident of 1.4p for the period since it launched in November 2018 to the end of March 2019.

04/26/2019

Director/PDMR Shareholding - Close Brothers

This information is provided by RNS

04/26/2019

RBS reports £707m profit in first quarter

In the UK mortgage market, RBS lent £7.6bn in the quarter, bringing their lending in the housing market total up to £150.6bn.

04/26/2019

Swiss Banks collude with Zurich fund data platform to restrict global competition

Anti-competitive agreements uncovered between UBS, Credit Suisse and fundinfo

04/25/2019

PA Wealth Manager Awards 2019

Entries now open for the 2019 PA Wealth Manager Awards!

04/25/2019

Netwealth: Wealth Advisor Creating New Niche

By the same logic, both fintech firm and challenger bank, fall short – advice, rather than technology, is what the business has been built around.

04/25/2019

UBS's Jason Stephens Named to Forbes/SHOOK List of Best-in-State Wealth Advisors

Stephens is dedicated to serving the specialized needs of a limited number of affluent investors to ensure the highest level of attention and responsiveness.

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The great wealth transfer: Inside Gen X and Millenials’ £27.9 trillion succession

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Appointment of Peter Burrill as interim Group Chief Financial Officer

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Evelyn Partners including Bestinvest to become part of NatWest

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Forbes Best-in-State 2026 Wealth Management Team in Pennsylvania

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