03/15/2018
Old Mutual Wealth ready to list as profit soars 40%
The figure includes £152m from Old Mutual Global Investor’s single strategy business, which was sold in December 2017.
Wealth and Asset Management
03/15/2018
Wealth Manager Regional Stars Awards 2018: The 8 winners revealed
We reveal the eight winners of our Regional Stars Awards, the leading local discretionary managers, as voted for by over 600 financial planners.
03/15/2018
Sanlam’s Global High Quality Fund scoops accolade at Investors Choice Awards
This is the second such accolade the Global High Quality Fund has won in as many weeks, achieving the Investment Performance
03/15/2018
Scottish wealth boutique goes mass affluent with platform deal
The DFM sits alongside a model portfolio service launched last year.
03/15/2018
Laurent Gagnebin: «Rothschild is Expanding Offering for Start-Ups»
Rothschild Bank wants to expand its offering
03/14/2018
Merrill Lynch Bolsters Business Serving Richest Clients
The Bank of America brokerage arm says it will offer a wider range of wealth-management services
03/14/2018
Geneva Rogue Bankers Rolling the Dice in More Ways Than One
The one-time wealth manager, who has been charged with criminal mismanagement and forgery
03/14/2018
Mortgage broker directors join SJP with new wealth management business
“We also offer a route for mortgage advisers who are at that point in their career where, with support and leads, they can obtain their diploma qualification and move across into financial planning.”
03/14/2018
Equilibrium Smashes Half Year Target With £80M Net Asset Wins
Equilibrium, which also has an office in Chester, currently manages over £750 million of assets for over 1,000 families.
03/13/2018
New wealth lifts earnings at Southeast Asian banks
Private banking, loans and deposits drive robust profit growth
03/13/2018
Vistra expands into Indonesia via acquisition of Jakarta biz
This acquisition adds to Vistra’s growing global footprint for International Expansion services by establishing a presence in Indonesia, the largest economy in Southeast Asia, which is an attractive market for local and foreign businesses.
03/13/2018
Close Brothers reports strong growth
All our businesses have achieved a good performance year to date, and we remain well positioned for the full year.
03/13/2018
Guernsey asset manager increases market share with Jersey acquisition
MitonOptimal managing director and chief investment Scott Campbell said: 'We have invested with Richard and watched his progress for a number of years now.'
03/13/2018
Macquarie Group to buy Luxembourg asset manager
Founded in 1998, ValueInvest brings a team of 17 professionals to Macquarie and will continue to be led by Jesper Alsing, chief executive officer, and Jens Hansen, chief investment officer.
03/13/2018
Brooks Macdonald Profit Increases As Co-Founder Leaves After 26 Years
Brooks Macdonald has increased its interim dividend for 17.00 pence per share from the 15.00p it paid out 12 months previously.
03/13/2018
UBS Asset Management launches advisory solution
Work is currently underway to launch the new solution to advisers of Italian lender Banca Generali.
03/13/2018
UBS’s ‘Warrants King’ Has a New Role Managing Hong Kong Wealth
Yu plans to use contacts among wealthy lawyers, doctors
03/13/2018
Nine major power players who could get you a job at HSBC in Asia
Here’s a selection of senior managers in Hong Kong and Singapore who currently run some of the bank’s more expansionist departments.
03/13/2018
Rothschild positive on dealflow
Nigel Higgins and Olivier Pécoux, Managing Partners of Rothschild & Co, commented: “Rothschild & Co has produced another set of strong results with good growth in revenue and profit.
03/12/2018
Families Turning to Wealth Management Firms to Help Oversee Funds for New Generations
As younger generations begin to take on greater responsibility for family finances, wealth management companies can also offer more than the standard wealth management functions including education and resources.