05/10/2017
Why Aberdeen Asset Management and Standard Life are merging
The merger will create a world-class investment company headquartered in Scotland.
Wealth and Asset Management
05/10/2017
RBC puts BlackRock-developed robo offering on hold
The firm acquired FutureAdvisor for $152 million in 2015.
05/10/2017
Fiera Capital reports first quarter 2017 results
"The first quarter was also notable for our success in introducing emerging and frontier markets strategies"
05/10/2017
S&W’s Kenny: being the master of your own destiny is crucial
‘Funds under management are now in excess of £18 billion"
05/10/2017
WMA and APFA proposal to create trade association for investment management & financial advice
The combined IMFA membership would represent UK firms offering a range of financial solutions, including investment advice and portfolio management, as well as investment and execution services, financial planning and advice for private clients.
05/10/2017
The Monaco Investment Corporation Founded to Lead Global Sovereign Direct Investment Program
The MIC will initially lead an investment program in financial institutions and natural resources with expansion into other sectors as investment capabilities are acquired.
05/09/2017
Fairstone buys Welsh firm
DHD is an extremely well organised and robust business which also enjoys a strong and loyal client base.
05/09/2017
Westpac CEO Brian Hartzer defends bank’s wealth unit BT
Mr Murray, a former chief executive of the Commonwealth Bank, told The Australian he felt the holding company structure, where banking and wealth management was separated into two different subsidiaries, could be better.
05/09/2017
Sanctum Wealth ups focus on international strategy
He has held leadership positions spanning, sales, products, and operations and technology across firms including Julius Baer and Citibank.
05/09/2017
Wealth Investments Paying Off for Singapore's Three Big Banks
We will continue to deepen.
05/09/2017
Private banker scoops City philanthropy prize
An advocate of microfinance, social investment and enterprise, and venture philanthropy.
05/09/2017
Hong Kong-based insurance major to acquire global wealth solutions biz
We work with some of the wealthiest families via our offices in Asia and around the world.
05/09/2017
Rugby World Cup and Société Générale extend worldwide partnership
World Rugby has announced that Société Générale has renewed its long-standing and hugely-successful worldwide partnership of Rugby World Cup for the 2019 event in Japan.
05/09/2017
Seventh-generation private bank sees Scots growth outpace rest of UK
Overall, we’re continuing to take on new clients in Scotland
05/09/2017
South West Regional Interview: Sue Evans, Rowan Dartington
In Chepstow we gather together the cream of the crop from the region’s wealth management and advisory world.
05/09/2017
Asset Management Unit of Denmark’s Biggest Bank Adopts Bloomberg LQA
The LQA tool was developed over a six-year period and uses machine learning.
05/09/2017
Investec launches new fixed rate range
The lender has lifetime trackers starting from Investec bank base rate, currently 0.25 per cent plus 1.84 per cent.
05/09/2017
Genstar builds fund administration platform
Headquartered in Bermuda, Apex was founded in 2003 by Peter Hughes and today provides back office, middle office, regulatory reporting and other administrative services to a global customer base of asset managers across all asset classes.
05/09/2017
LPL Financial Welcomes Long Island-Based Wealth Management group
LPL was the right partner because we have been able to evolve our offering while continuing to operate as a boutique wealth management firm.
05/09/2017
Credit Suisse to slash 35 positions in Asia’s equities business
The Zurich-based bank is also seeking the shrink the Asian equities unit’s balance sheet